SEC 13F Intelligence

Aufman Associates Inc / VEA

Aufman Associates Inc’s Vanguard Tax-Managed Fds Position

Does Aufman Associates Inc own Vanguard Tax-Managed Fds (VEA)? Yes507.2K shares worth $33M (+15.95% of its 13F portfolio) as of Q1 2026, down from 515.4K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
507.2K
% of Portfolio
+15.95%
Quarters Held
26
currently held

Position History VEA

Reported value by quarter
Q4 ’19: $18MQ4 ’19Q1 ’20: $14MQ2 ’20: $17MQ3 ’20: $18MQ4 ’20: $21MQ4 ’20Q1 ’21: $22MQ2 ’21: $23MQ3 ’21: $23MQ4 ’21: $23MQ4 ’21Q1 ’22: $22MQ2 ’22: $19MQ3 ’22: $17MQ4 ’22: $20MQ4 ’22Q1 ’23: $21MQ2 ’23: $22MQ3 ’23: $20MQ4 ’23: $22MQ4 ’23Q1 ’24: $24MQ2 ’24: $23MQ3 ’24: $24MQ4 ’24: $24MQ4 ’24Q1 ’25: $26MQ2 ’25: $29MQ3 ’25: $31MQ4 ’25: $32MQ4 ’25Q1 ’26: $33Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026507.2K$33M+15.95%
Q4 2025515.4K$32M+16.50%
Q3 2025515.3K$31M+17.38%
Q2 2025515.4K$29M+18.12%
Q1 2025515.2K$26M+18.00%
Q4 2024493.3K$24M+15.92%
Q3 2024463.6K$24M+15.74%
Q2 2024472.7K$23M+16.63%
Q1 2024471.3K$24M+16.65%
Q4 2023468.9K$22M+16.95%
Q3 2023466.2K$20M+17.10%
Q2 2023465.9K$22M+17.75%
Q1 2023469.1K$21M+18.03%
Q4 2022474.0K$20M+18.39%
Q3 2022458.2K$17M+17.54%
Q2 2022461.8K$19M+17.91%
Q1 2022457.6K$22M+17.31%
Q4 2021452.8K$23M+17.10%
Q3 2021445.8K$23M+18.51%
Q2 2021443.7K$23M+17.63%
Q1 2021445.0K$22M+18.19%
Q4 2020440.9K$21M+18.67%
Q3 2020438.7K$18M+19.29%
Q2 2020440.1K$17M+19.37%
Q1 2020434.6K$14M+19.99%
Q4 2019419.3K$18M+19.02%

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