SEC 13F Intelligence

Vci Wealth Management LLC / VEA

Vci Wealth Management LLC’s Vanguard Tax-Managed Fds Position

Does Vci Wealth Management LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 450.9K shares worth $29M (+8.01% of its 13F portfolio) as of Q1 2026, up from 279.7K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
450.9K
% of Portfolio
+8.01%
Quarters Held
7
currently held

Position History VEA

Reported value by quarter
Q3 ’24: $10MQ3 ’24Q4 ’24: $10MQ4 ’24Q1 ’25: $11MQ1 ’25Q2 ’25: $14MQ2 ’25Q3 ’25: $16MQ3 ’25Q4 ’25: $17MQ4 ’25Q1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026450.9K$29M+8.01%
Q4 2025279.7K$17M+4.86%
Q3 2025262.0K$16M+4.76%
Q2 2025242.0K$14M+4.83%
Q1 2025222.4K$11M+4.74%
Q4 2024210.9K$10M+4.28%
Q3 2024194.5K$10M+4.57%

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