SEC 13F Intelligence

Matrix Trust Co / VEA

Matrix Trust Co’s Vanguard Tax-Managed Fds Position

Does Matrix Trust Co own Vanguard Tax-Managed Fds (VEA)? Yes744.4K shares worth $53M (+7.69% of its 13F portfolio) as of Q2 2026, up from 737.9K shares the prior filed quarter.

Position Value
$53M
Q2 2026
Shares
744.4K
% of Portfolio
+7.69%
Quarters Held
14
currently held

Position History VEA

Reported value by quarter
Q2 ’19: $33MQ2 ’19Q3 ’19: $35MQ4 ’19: $35MQ4 ’19Q1 ’20: $26MQ2 ’20: $31MQ2 ’20Q3 ’20: $8MQ3 ’24: $41MQ3 ’24Q4 ’24: $37MQ1 ’25: $39MQ1 ’25Q2 ’25: $44MQ3 ’25: $43MQ3 ’25Q4 ’25: $46MQ1 ’26: $47MQ1 ’26Q2 ’26: $53Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026744.4K$53M+7.69%
Q1 2026737.9K$47M+7.85%
Q4 2025739.5K$46M+7.62%
Q3 2025725.3K$43M+6.80%
Q2 2025780.3K$44M+7.08%
Q1 2025765.7K$39M+6.57%
Q4 2024766.3K$37M+6.37%
Q3 2024768.6K$41M+7.59%
Q3 2020204.1K$8M+2.45%
Q2 2020807.9K$31M+7.99%
Q1 2020766.7K$26M+6.91%
Q4 2019784.4K$35M+7.37%
Q3 2019840.0K$35M+7.67%
Q2 2019783.6K$33M+8.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Matrix Trust Co’s full portfolio or all institutional holders of VEA.