Stone Summit Wealth LLC’s Vanguard Tax-Managed Fds Position
Does Stone Summit Wealth LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 220.9K shares worth $14M (+3.94% of its 13F portfolio) as of Q1 2026, up from 181.2K shares the prior filed quarter.
Position Value
$14M
Q1 2026
Shares
220.9K
% of Portfolio
+3.94%
Quarters Held
18
currently held
Position History VEA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 220.9K | $14M | +3.94% |
| Q4 2025 | 181.2K | $11M | +3.07% |
| Q3 2025 | 167.8K | $10M | +2.85% |
| Q2 2025 | 118.1K | $7M | +2.09% |
| Q1 2025 | 105.2K | $5M | +1.81% |
| Q4 2024 | 93.9K | $4M | +1.51% |
| Q3 2024 | 94.4K | $5M | +1.61% |
| Q2 2024 | 84.9K | $4M | +1.50% |
| Q1 2024 | 79.0K | $4M | +1.38% |
| Q4 2023 | 67.6K | $3M | +1.24% |
| Q3 2023 | 62.6K | $3M | +1.17% |
| Q2 2023 | 57.6K | $3M | +1.10% |
| Q1 2023 | 48.4K | $2M | +0.97% |
| Q4 2022 | 42.1K | $2M | +0.87% |
| Q3 2022 | 44.0K | $2M | +0.98% |
| Q2 2022 | 47.5K | $2M | +1.16% |
| Q1 2022 | 44.1K | $2M | +1.20% |
| Q4 2021 | 27.5K | $1M | +1.14% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stone Summit Wealth LLC’s full portfolio or all institutional holders of VEA.