SEC 13F Intelligence

Michelson Medical Research Foundation, Inc. / VEA

Michelson Medical Research Foundation, Inc.’s Vanguard Tax-Managed Fds Position

Does Michelson Medical Research Foundation, Inc. own Vanguard Tax-Managed Fds (VEA)? Yes — 158.2K shares worth $10M (+10.29% of its 13F portfolio) as of Q1 2026.

Position Value
$10M
Q1 2026
Shares
158.2K
% of Portfolio
+10.29%
Quarters Held
14
currently held

Position History VEA

Reported value by quarter
Q4 ’22: $13MQ4 ’22Q1 ’23: $14MQ2 ’23: $14MQ2 ’23Q3 ’23: $16MQ4 ’23: $7MQ4 ’23Q1 ’24: $18MQ2 ’24: $18MQ2 ’24Q3 ’24: $19MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $9MQ2 ’25Q3 ’25: $9MQ4 ’25: $10MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026158.2K$10M+10.29%
Q4 2025158.2K$10M+9.90%
Q3 2025158.2K$9M+8.24%
Q2 2025158.2K$9M+8.65%
Q1 2025158.2K$8M+6.73%
Q4 2024158.2K$8M+6.34%
Q3 2024361.2K$19M+13.45%
Q2 2024361.2K$18M+15.35%
Q1 2024361.2K$18M+10.98%
Q4 2023361.2K$7M+4.81%
Q3 2023361.2K$16M+10.66%
Q2 2023305.9K$14M+10.05%
Q1 2023305.9K$14M+10.83%
Q4 2022305.9K$13M+8.31%

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