SEC 13F Intelligence

Wood Tarver Financial Group, LLC / VEA

Wood Tarver Financial Group, LLC’s Vanguard Tax-Managed Fds Position

Does Wood Tarver Financial Group, LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 121.1K shares worth $8M (+2.14% of its 13F portfolio) as of Q1 2026, up from 103.6K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
121.1K
% of Portfolio
+2.14%
Quarters Held
5
currently held

Position History VEA

Reported value by quarter
Q1 ’25: $5MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026121.1K$8M+2.14%
Q4 2025103.6K$6M+1.82%
Q3 202599.4K$6M+1.76%
Q2 202596.1K$5M+1.65%
Q1 202596.0K$5M+1.59%

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