SEC 13F Intelligence

Bestgate Wealth Advisors, LLC / VEA

Bestgate Wealth Advisors, LLC’s Vanguard Tax-Managed Fds Position

Does Bestgate Wealth Advisors, LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 85.8K shares worth $5M (+9.92% of its 13F portfolio) as of Q1 2026, down from 88.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
85.8K
% of Portfolio
+9.92%
Quarters Held
6
currently held

Position History VEA

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202685.8K$5M+9.92%
Q4 202588.6K$6M+9.73%
Q3 202589.2K$5M+9.43%
Q2 202587.9K$4M+9.26%
Q1 202587.9K$4M+9.26%
Q4 202491.6K$4M+8.79%

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