SEC 13F Intelligence

Motive Wealth Advisors / VEA

Motive Wealth Advisors’s Vanguard Tax-Managed Fds Position

Does Motive Wealth Advisors own Vanguard Tax-Managed Fds (VEA)? Yes346.2K shares worth $22M (+10.42% of its 13F portfolio) as of Q1 2026, down from 405.9K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
346.2K
% of Portfolio
+10.42%
Quarters Held
20
currently held

Position History VEA

Reported value by quarter
Q2 ’21: $10MQ2 ’21Q3 ’21: $12MQ4 ’21: $12MQ1 ’22: $12MQ1 ’22Q2 ’22: $11MQ3 ’22: $12MQ4 ’22: $12MQ4 ’22Q1 ’23: $9MQ2 ’23: $9MQ3 ’23: $8MQ3 ’23Q4 ’23: $7MQ1 ’24: $15MQ2 ’24: $15MQ2 ’24Q3 ’24: $15MQ4 ’24: $16MQ1 ’25: $18MQ1 ’25Q2 ’25: $23MQ3 ’25: $25MQ4 ’25: $25MQ4 ’25Q1 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026346.2K$22M+10.42%
Q4 2025405.9K$25M+10.80%
Q3 2025418.1K$25M+10.80%
Q2 2025410.7K$23M+10.66%
Q1 2025345.2K$18M+9.39%
Q4 2024333.7K$16M+8.57%
Q3 2024297.0K$15M+8.81%
Q2 2024297.0K$15M+8.81%
Q1 2024289.5K$15M+8.79%
Q4 2023147.6K$7M+8.15%
Q3 2023188.1K$8M+9.03%
Q2 2023184.7K$9M+8.83%
Q1 2023195.7K$9M+9.66%
Q4 2022289.0K$12M+9.27%
Q3 2022322.8K$12M+9.51%
Q2 2022262.2K$11M+8.44%
Q1 2022252.0K$12M+8.29%
Q4 2021239.1K$12M+7.35%
Q3 2021235.2K$12M+8.02%
Q2 2021199.7K$10M+7.36%

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