SEC 13F Intelligence

Mendel Capital Management LLC / VEA

Mendel Capital Management LLC’s Vanguard Tax-Managed Fds Position

Does Mendel Capital Management LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 49.3K shares worth $3M (+1.59% of its 13F portfolio) as of Q1 2026, up from 43.0K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
49.3K
% of Portfolio
+1.59%
Quarters Held
11
currently held

Position History VEA

Reported value by quarter
Q2 ’23: $853,699Q2 ’23Q3 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $1MQ2 ’24Q3 ’24: $2MQ4 ’24: $1MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.3K$3M+1.59%
Q3 202543.0K$3M+1.35%
Q2 202538.2K$2M+1.24%
Q1 202538.0K$2M+1.17%
Q4 202431.1K$1M+0.90%
Q3 202431.3K$2M+1.01%
Q2 202426.4K$1M+0.84%
Q1 202426.2K$1M+0.87%
Q4 202325.7K$1M+0.88%
Q3 202323.4K$1M+0.84%
Q2 202318.5K$853,699+0.68%

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