SEC 13F Intelligence

Wealthspan Partners, LLC / VEA

Wealthspan Partners, LLC’s Vanguard Tax-Managed Fds Position

Does Wealthspan Partners, LLC own Vanguard Tax-Managed Fds (VEA)? Yes61.9K shares worth $4M (+1.40% of its 13F portfolio) as of Q1 2026, up from 60.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
61.9K
% of Portfolio
+1.40%
Quarters Held
15
currently held

Position History VEA

Reported value by quarter
Q3 ’22: $238,000Q3 ’22Q4 ’22: $391,790Q1 ’23: $620,229Q1 ’23Q2 ’23: $776,336Q3 ’23: $970,019Q3 ’23Q4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202661.9K$4M+1.40%
Q4 202560.6K$4M+1.38%
Q3 202550.8K$3M+1.16%
Q2 202547.5K$3M+1.12%
Q1 202544.8K$2M+1.05%
Q4 202440.8K$2M+0.93%
Q3 202437.8K$2M+0.98%
Q2 202431.0K$2M+0.85%
Q1 202427.6K$1M+0.82%
Q4 202324.9K$1M+0.83%
Q3 202322.2K$970,019+0.77%
Q2 202316.8K$776,336+0.61%
Q1 202313.7K$620,229+0.53%
Q4 20229.3K$391,790+0.36%
Q3 20226.6K$238,000+0.25%

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