Olio Financial Planning’s Vanguard Tax-Managed Fds Position
Does Olio Financial Planning own Vanguard Tax-Managed Fds (VEA)? Yes — 818.2K shares worth $52M (+14.52% of its 13F portfolio) as of Q1 2026, down from 826.6K shares the prior filed quarter.
Position Value
$52M
Q1 2026
Shares
818.2K
% of Portfolio
+14.52%
Quarters Held
18
currently held
Position History VEA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 818.2K | $52M | +14.52% |
| Q4 2025 | 826.6K | $52M | +14.48% |
| Q3 2025 | 811.0K | $49M | +14.26% |
| Q2 2025 | 794.0K | $45M | +14.28% |
| Q1 2025 | 790.6K | $40M | +13.89% |
| Q4 2024 | 760.2K | $36M | +12.77% |
| Q3 2024 | 616.0K | $30M | +12.42% |
| Q2 2024 | 614.3K | $29M | +12.41% |
| Q1 2024 | 616.0K | $30M | +12.42% |
| Q4 2023 | 619.2K | $30M | +12.42% |
| Q3 2023 | 573.3K | $25M | +11.77% |
| Q2 2023 | 542.5K | $25M | +11.87% |
| Q1 2023 | 489.0K | $22M | +11.42% |
| Q4 2022 | 413.3K | $17M | +9.47% |
| Q3 2022 | 268.0K | $10M | +5.79% |
| Q2 2022 | 152.8K | $6M | +3.50% |
| Q1 2022 | 49.8K | $2M | +1.37% |
| Q4 2021 | 4.5K | $230,000 | +0.14% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Olio Financial Planning’s full portfolio or all institutional holders of VEA.