Monterey Private Wealth, Inc. / VEA
Monterey Private Wealth, Inc.’s Vanguard Tax-Managed Fds Position
Does Monterey Private Wealth, Inc. own Vanguard Tax-Managed Fds (VEA)? Yes — 759.1K shares worth $39M (+11.37% of its 13F portfolio) as of Q1 2025, up from 716.2K shares the prior filed quarter.
Position Value
$39M
Q1 2025
Shares
759.1K
% of Portfolio
+11.37%
Quarters Held
18
currently held
Position History VEA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 759.1K | $39M | +11.37% |
| Q4 2024 | 716.2K | $34M | +11.29% |
| Q3 2024 | 641.3K | $34M | +11.54% |
| Q2 2024 | 540.6K | $27M | +9.99% |
| Q1 2024 | 511.5K | $26M | +10.30% |
| Q4 2023 | 471.4K | $23M | +10.19% |
| Q3 2023 | 451.3K | $20M | +9.92% |
| Q2 2023 | 410.3K | $19M | +9.18% |
| Q1 2023 | 389.4K | $18M | +9.03% |
| Q4 2022 | 361.0K | $15M | +8.18% |
| Q3 2022 | 346.9K | $13M | +7.60% |
| Q2 2022 | 215.6K | $9M | +5.03% |
| Q1 2022 | 156.3K | $8M | +3.68% |
| Q4 2021 | 136.4K | $7M | +3.45% |
| Q3 2021 | 165.9K | $8M | +4.70% |
| Q2 2021 | 27.6K | $1M | +0.82% |
| Q1 2021 | 24.8K | $1M | +0.70% |
| Q4 2020 | 18.7K | $763,000 | +0.49% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monterey Private Wealth, Inc.’s full portfolio or all institutional holders of VEA.