SEC 13F Intelligence

Evolution Advisers, Inc. / VEA

Evolution Advisers, Inc.’s Vanguard Tax-Managed Fds Position

Does Evolution Advisers, Inc. own Vanguard Tax-Managed Fds (VEA)? Yes598.0K shares worth $38M (+16.15% of its 13F portfolio) as of Q1 2026, down from 601.1K shares the prior filed quarter.

Position Value
$38M
Q1 2026
Shares
598.0K
% of Portfolio
+16.15%
Quarters Held
17
currently held

Position History VEA

Reported value by quarter
Q4 ’21: $20MQ4 ’21Q1 ’22: $20MQ2 ’22: $17MQ3 ’22: $16MQ3 ’22Q4 ’22: $20MQ1 ’23: $22MQ2 ’23: $22MQ2 ’23Q3 ’23: $21MQ4 ’23: $24MQ1 ’24: $26MQ1 ’24Q2 ’24: $26MQ3 ’24: $28MQ4 ’24: $26MQ4 ’24Q1 ’25: $29MQ2 ’25: $32MQ4 ’25: $38MQ4 ’25Q1 ’26: $38Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026598.0K$38M+16.15%
Q4 2025601.1K$38M+16.26%
Q2 2025556.3K$32M+15.55%
Q1 2025568.6K$29M+15.06%
Q4 2024546.0K$26M+14.27%
Q3 2024527.6K$28M+15.17%
Q2 2024529.4K$26M+15.04%
Q1 2024519.7K$26M+15.39%
Q4 2023501.4K$24M+15.17%
Q3 2023479.8K$21M+15.18%
Q2 2023468.8K$22M+15.27%
Q1 2023482.4K$22M+15.66%
Q4 2022466.2K$20M+15.23%
Q3 2022445.0K$16M+14.10%
Q2 2022423.9K$17M+14.15%
Q1 2022423.3K$20M+15.05%
Q4 2021386.0K$20M+14.50%

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