SEC 13F Intelligence

Continuum Wealth Advisors, LLC / VEA

Continuum Wealth Advisors, LLC’s Vanguard Tax-Managed Fds Position

Does Continuum Wealth Advisors, LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 330.8K shares worth $21M (+8.79% of its 13F portfolio) as of Q1 2026, up from 317.5K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
330.8K
% of Portfolio
+8.79%
Quarters Held
5
currently held

Position History VEA

Reported value by quarter
Q1 ’25: $11MQ1 ’25Q2 ’25: $16MQ2 ’25Q3 ’25: $17MQ3 ’25Q4 ’25: $20MQ4 ’25Q1 ’26: $21MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026330.8K$21M+8.79%
Q4 2025317.5K$20M+7.66%
Q3 2025290.9K$17M+7.43%
Q2 2025276.6K$16M+7.57%
Q1 2025210.6K$11M+5.49%

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