SEC 13F Intelligence

Blue Investment Partners LLC / VEA

Blue Investment Partners LLC’s Vanguard Tax-Managed Fds Position

Does Blue Investment Partners LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 157.9K shares worth $9M (+3.16% of its 13F portfolio) as of Q2 2025, up from 102.4K shares the prior filed quarter.

Position Value
$9M
Q2 2025
Shares
157.9K
% of Portfolio
+3.16%
Quarters Held
11
currently held

Position History VEA

Reported value by quarter
Q4 ’22: $4MQ4 ’22Q1 ’23: $5MQ2 ’23: $8MQ2 ’23Q3 ’23: $9MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $9MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025157.9K$9M+3.16%
Q1 2025102.4K$5M+1.96%
Q4 2024102.2K$5M+1.79%
Q3 202495.6K$5M+2.08%
Q2 202483.1K$4M+1.86%
Q1 202486.2K$4M+2.25%
Q4 202384.9K$4M+2.65%
Q3 2023201.4K$9M+7.00%
Q2 2023171.9K$8M+6.06%
Q1 2023110.1K$5M+5.02%
Q4 202290.6K$4M+4.73%

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