SEC 13F Intelligence

Oakmont Advisory Group, LLC / VEA

Oakmont Advisory Group, LLC’s Vanguard Tax-Managed Fds Position

Does Oakmont Advisory Group, LLC own Vanguard Tax-Managed Fds (VEA)? Yes65.8K shares worth $4M (+4.30% of its 13F portfolio) as of Q1 2026.

Position Value
$4M
Q1 2026
Shares
65.8K
% of Portfolio
+4.30%
Quarters Held
1
currently held

Position History VEA

Reported value by quarter
Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202665.8K$4M+4.30%

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