Avion Wealth’s Vanguard Tax-Managed Fds Position
Does Avion Wealth own Vanguard Tax-Managed Fds (VEA)? Yes — 918.0K shares worth $59M (+12.15% of its 13F portfolio) as of Q1 2026, down from 952.3K shares the prior filed quarter.
Position Value
$59M
Q1 2026
Shares
918.0K
% of Portfolio
+12.15%
Quarters Held
25
currently held
Position History VEA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 918.0K | $59M | +12.15% |
| Q4 2025 | 952.3K | $59M | +12.48% |
| Q3 2025 | 976.6K | $59M | +12.55% |
| Q2 2025 | 997.3K | $57M | +12.96% |
| Q1 2025 | 1.05M | $50M | +12.89% |
| Q4 2024 | 1.05M | $50M | +12.89% |
| Q3 2024 | 1.06M | $56M | +14.72% |
| Q2 2024 | 1.05M | $52M | +14.32% |
| Q1 2024 | 1.05M | $53M | +14.18% |
| Q4 2023 | 1.03M | $49M | +13.78% |
| Q3 2023 | 1.06M | $46M | +13.27% |
| Q2 2023 | 991.6K | $46M | +11.99% |
| Q1 2023 | 857.7K | $36M | +9.82% |
| Q4 2022 | 896.6K | $33M | +10.15% |
| Q3 2022 | 896.7K | $33M | +10.14% |
| Q2 2022 | 810.3K | $33M | +10.26% |
| Q1 2022 | 695.9K | $33M | +9.62% |
| Q4 2021 | 570.1K | $29M | +8.23% |
| Q3 2021 | 512.2K | $26M | +7.84% |
| Q2 2021 | 474.3K | $24M | +7.44% |
| Q1 2021 | 425.1K | $21M | +7.29% |
| Q4 2020 | 348.7K | $16M | +5.18% |
| Q3 2020 | 230.9K | $9M | +3.18% |
| Q2 2020 | 147.0K | $6M | +1.98% |
| Q1 2020 | 122.7K | $4M | +1.75% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Avion Wealth’s full portfolio or all institutional holders of VEA.