SEC 13F Intelligence

Marquette Associates, Inc. / VEA

Marquette Associates, Inc.’s Vanguard Tax-Managed Fds Position

Does Marquette Associates, Inc. own Vanguard Tax-Managed Fds (VEA)? Not currently — the last reported position was 62.9K shares worth $3M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2024
Shares
62.9K
% of Portfolio
+2.49%
Quarters Held
2
position exited

Position History VEA

Reported value by quarter
Q3 ’24: $3MQ3 ’24Q4 ’24: $3MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202462.9K$3M+2.49%
Q3 202460.9K$3M+2.31%

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