SEC 13F Intelligence

Wade Financial Advisory, Inc / VEA

Wade Financial Advisory, Inc’s Vanguard Tax-Managed Fds Position

Does Wade Financial Advisory, Inc own Vanguard Tax-Managed Fds (VEA)? Yes — 418.8K shares worth $21M (+7.29% of its 13F portfolio) as of Q1 2025, up from 409.2K shares the prior filed quarter.

Position Value
$21M
Q1 2025
Shares
418.8K
% of Portfolio
+7.29%
Quarters Held
21
currently held

Position History VEA

Reported value by quarter
Q4 ’19: $6MQ4 ’19Q1 ’20: $3MQ2 ’20: $5MQ3 ’20: $6MQ3 ’20Q1 ’21: $8MQ2 ’21: $10MQ3 ’21: $10MQ3 ’21Q4 ’21: $11MQ1 ’22: $10MQ2 ’22: $11MQ2 ’22Q3 ’22: $10MQ4 ’22: $13MQ1 ’23: $14MQ1 ’23Q2 ’23: $16MQ3 ’23: $16MQ4 ’23: $18MQ4 ’23Q1 ’24: $19MQ2 ’24: $19MQ3 ’24: $20MQ3 ’24Q4 ’24: $20MQ1 ’25: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025418.8K$21M+7.29%
Q4 2024409.2K$20M+6.63%
Q3 2024383.1K$20M+6.81%
Q2 2024378.8K$19M+6.74%
Q1 2024377.3K$19M+6.90%
Q4 2023370.4K$18M+6.71%
Q3 2023371.4K$16M+6.95%
Q2 2023352.9K$16M+6.46%
Q1 2023319.5K$14M+6.06%
Q4 2022312.3K$13M+5.94%
Q3 2022265.7K$10M+4.84%
Q2 2022273.8K$11M+5.30%
Q1 2022208.6K$10M+4.30%
Q4 2021212.9K$11M+5.65%
Q3 2021197.5K$10M+5.63%
Q2 2021191.9K$10M+5.42%
Q1 2021165.1K$8M+5.12%
Q3 2020137.3K$6M+4.42%
Q2 2020124.7K$5M+4.18%
Q1 202092.6K$3M+3.08%
Q4 2019139.6K$6M+5.43%

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