SEC 13F Intelligence

Sebold Capital Management, Inc. / VEA

Sebold Capital Management, Inc.’s Vanguard Tax-Managed Fds Position

Does Sebold Capital Management, Inc. own Vanguard Tax-Managed Fds (VEA)? Yes132.6K shares worth $8M (+4.66% of its 13F portfolio) as of Q2 2025, down from 132.6K shares the prior filed quarter.

Position Value
$8M
Q2 2025
Shares
132.6K
% of Portfolio
+4.66%
Quarters Held
10
currently held

Position History VEA

Reported value by quarter
Q1 ’23: $4MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ3 ’23Q4 ’23: $6MQ1 ’24: $6MQ1 ’24Q2 ’24: $6MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $7MQ1 ’25Q2 ’25: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025132.6K$8M+4.66%
Q1 2025132.6K$7M+4.43%
Q4 2024125.5K$6M+4.02%
Q3 2024118.8K$6M+4.14%
Q2 2024119.0K$6M+4.06%
Q1 2024124.0K$6M+4.20%
Q4 2023119.4K$6M+4.22%
Q3 2023120.5K$5M+4.30%
Q2 2023113.6K$5M+4.19%
Q1 202398.1K$4M+3.38%

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