SEC 13F Intelligence

Moser Wealth Advisors, LLC / VEA

Moser Wealth Advisors, LLC’s Vanguard Tax-Managed Fds Position

Does Moser Wealth Advisors, LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 62.0K shares worth $4M (+1.70% of its 13F portfolio) as of Q2 2025, up from 59.1K shares the prior filed quarter.

Position Value
$4M
Q2 2025
Shares
62.0K
% of Portfolio
+1.70%
Quarters Held
22
currently held

Position History VEA

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ3 ’20Q4 ’20: $3MQ1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ1 ’22: $3MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q2 ’23: $3MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ2 ’25: $4MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202562.0K$4M+1.70%
Q1 202559.1K$3M+1.57%
Q4 202457.0K$3M+1.42%
Q3 202455.7K$3M+1.52%
Q2 202455.7K$3M+1.50%
Q1 202456.0K$3M+1.57%
Q4 202355.0K$3M+1.68%
Q3 202355.3K$2M+1.70%
Q2 202357.6K$3M+1.79%
Q4 202258.6K$2M+1.85%
Q3 202260.8K$2M+1.73%
Q2 202260.7K$2M+1.84%
Q1 202260.6K$3M+1.82%
Q4 202159.0K$3M+1.82%
Q3 202159.3K$3M+1.92%
Q2 202161.2K$3M+2.03%
Q1 202164.7K$3M+2.23%
Q4 202066.4K$3M+2.31%
Q3 202073.4K$3M+2.39%
Q2 202073.0K$3M+2.70%
Q1 202074.1K$2M+2.87%
Q4 201974.0K$3M+3.13%

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