SEC 13F Intelligence

Olympus Wealth Management, LLC / VEA

Olympus Wealth Management, LLC’s Vanguard Tax-Managed Fds Position

Does Olympus Wealth Management, LLC own Vanguard Tax-Managed Fds (VEA)? Not currently — the last reported position was 86.4K shares worth $4M in Q2 2024; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$4M
Q2 2024
Shares
86.4K
% of Portfolio
+1.34%
Quarters Held
1
position exited

Position History VEA

Reported value by quarter
Q2 ’24: $4MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202486.4K$4M+1.34%

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