SEC 13F Intelligence

Bluestem Financial Advisors, LLC / VEA

Bluestem Financial Advisors, LLC’s Vanguard Tax-Managed Fds Position

Does Bluestem Financial Advisors, LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 86.8K shares worth $6M (+2.15% of its 13F portfolio) as of Q1 2026, down from 88.8K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
86.8K
% of Portfolio
+2.15%
Quarters Held
24
currently held

Position History VEA

Reported value by quarter
Q2 ’20: $3MQ2 ’20Q3 ’20: $3MQ4 ’20: $4MQ1 ’21: $4MQ1 ’21Q2 ’21: $4MQ3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $5MQ2 ’22: $272MQ3 ’22: $4MQ3 ’22Q4 ’22: $5MQ1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ3 ’25: $5MQ3 ’25Q4 ’25: $6MQ1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202686.8K$6M+2.15%
Q4 202588.8K$6M+2.14%
Q3 202589.2K$5M+2.09%
Q2 202591.8K$5M+2.24%
Q1 202594.5K$5M+2.25%
Q4 202496.4K$5M+2.17%
Q3 202495.9K$5M+2.36%
Q2 202496.8K$5M+2.42%
Q1 202498.6K$5M+2.56%
Q4 202396.4K$5M+2.68%
Q3 2023104.4K$5M+2.78%
Q2 2023105.3K$5M+2.94%
Q1 2023108.6K$5M+3.02%
Q4 2022110.2K$5M+3.04%
Q3 202287.8K$4M+2.49%
Q2 20226.11M$272M+2.88%
Q1 2022104.9K$5M+3.16%
Q4 202170.8K$4M+2.25%
Q3 202169.2K$3M+2.28%
Q2 202171.9K$4M+2.50%
Q1 202174.5K$4M+2.60%
Q4 202075.2K$4M+2.60%
Q3 202075.0K$3M+2.58%
Q2 202075.0K$3M+2.66%

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