SEC 13F Intelligence

Pine Harbor Wealth Management, LLC / VEA

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

Does Pine Harbor Wealth Management, LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 83.9K shares worth $5M (+1.61% of its 13F portfolio) as of Q1 2026, up from 66.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
83.9K
% of Portfolio
+1.61%
Quarters Held
9
currently held

Position History VEA

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $4MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202683.9K$5M+1.61%
Q4 202566.5K$4M+1.27%
Q3 202547.8K$3M+0.92%
Q2 202547.0K$3M+0.94%
Q1 202539.9K$2M+0.81%
Q4 202438.7K$2M+0.75%
Q3 202439.0K$2M+1.03%
Q2 202440.9K$2M+1.19%
Q1 202438.6K$2M+1.22%

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