Which hedge funds own VEA? VANGUARD TAX-MANAGED FDS, Q2 2026 13F holders
18 of the hedge funds tracked by WhaleCreep disclosed a position in VEA (VANGUARD TAX-MANAGED FDS) in their Q2 2026 13F filings, worth $340.0m in total. The largest holder by portfolio weight is Arlington Partners LLC at 38.4% of its book. 1 manager opened a new position this quarter: Two Sigma Investments, LP. 5 exited: Arrowstreet Capital, Limited Partnership, Balyasny Asset Management L.P., Corient IA LP.
Who discovered VEA first?
Earliest meaningful positions among the 3 tracked managers we observed opening VEA since Q2 2017.
1 Bridgewater Associates, LP First reported Q2 2017 · ≥1% from Q3 2017 0.5%initial weight · $57.7m Exitedby Q1 2023 · held 23q +2%stock since Q2 2017
Weight of Bridgewater Associates, LP's 13F book in VEA, by quarter
- 2.4% peak weight, Q2 2020
- $188.5m peak reported value
- 23 quarters held
- 24q before the median tracked entry
The stock's split-adjusted price moved +2% between Q2 2017 and Q4 2022, the last quarter this manager reported the position.
23 managers already held VEA when our coverage of them began
Arlington Partners LLC (Q1 2026), Kopp Family Office, LLC (Q1 2026), Kaleidoscope Capital LP (Q1 2026), Okabena Investment Services INC (Q1 2026), Seldon Capital LP (Q1 2026), Lowe Brockenbrough & CO INC (Q1 2026), Cva Family Office, LLC (Q1 2026), Patton Fund Management, Inc. (Q1 2026), Rothschild Capital Partners, LLC (Q1 2026), Pin Oak Investment Advisors INC (Q1 2026), Global Endowment Management, LP (Q1 2026), Btg Pactual Asset Management US LLC (Q1 2026), Aqr Capital Management LLC (Q1 2026), Edgestream Partners, L.P. (Q1 2026), Angeles Investment Advisors, LLC (Q1 2026), Squarepoint Ops LLC (Q1 2026), Citadel Advisors LLC (Q1 2026), Arrowstreet Capital, Limited Partnership (Q1 2026), Balyasny Asset Management L.P. (Q1 2026), Brandywine Asset Management, Inc. (Q1 2026), Corient IA LP (Q1 2026), Debussy Capital Management LP (Q1 2026), Iconiq Capital, LLC (Q1 2026).
Their first filing on record already includes VEA, so when they first bought it is unknown. They are not ranked above.
View discovery timeline
Dots mark the ranked managers' first reported quarters. Price is the quarter-end price implied by 13F filings, split-adjusted, shown from Q1 2026 where the series is continuous. Coverage widened in Q1 2026 from about a hundred managers to over a thousand, so holders and new holders are shown relative to the managers filing each quarter.
How this is calculated
13F filings are quarterly snapshots of long US-listed equity positions. They do not show exact purchase dates, intra-quarter trading, short positions, most derivatives, or a manager's actual performance. "First reported" is the first quarter-end filing that shows the position.
A manager is ranked only if we observed it filing, without VEA, within two quarters before its first position. Ranking is by the first quarter the position reached 1% of the manager's 13F book in a run of at least 2 filings, then by peak weight. "High conviction" means a peak weight of at least 5%.
Stock changes are the split-adjusted change in the quarter-end price implied by 13F filings, excluding dividends. They describe the stock over the period, not the return any manager earned. Phases are cut where the share of tracked managers holding VEA passed one third and two thirds of its peak.
Which hedge funds hold VEA? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Arlington Partners LLC | Q2 2026 | 38.4% | $21.2m | 298,007 | 7% | added |
| Kopp Family Office, LLC | Q2 2026 | 19.2% | $31.3m | 439,108 | -0% | held |
| Kaleidoscope Capital LP | Q2 2026 | 8.6% | $23.2m | 324,922 | 1% | added |
| Okabena Investment Services INC | Q2 2026 | 8.1% | $45.2m | 634,862 | 15% | added |
| Seldon Capital LP | Q2 2026 | 3.3% | $10.6m | 149,017 | 0% | held |
| Lowe Brockenbrough & CO INC | Q2 2026 | 3.0% | $67.8m | 951,649 | 4% | added |
| Cva Family Office, LLC | Q2 2026 | 1.5% | $16.1m | 226,494 | 13% | added |
| Patton Fund Management, Inc. | Q2 2026 | 1.1% | $5.3m | 73,757 | 9% | added |
| Rothschild Capital Partners, LLC | Q2 2026 | 0.9% | $4.2m | 58,340 | 42% | added |
| Pin Oak Investment Advisors INC | Q2 2026 | 0.3% | $389.0k | 5,454 | 0% | held |
| Global Endowment Management, LP | Q2 2026 | 0.2% | $2.1m | 30,000 | -38% | reduced |
| Btg Pactual Asset Management US LLC | Q2 2026 | 0.1% | $1.3m | 25,598 | 49% | added |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $107.4m | 1,507,164 | 31% | added |
| Edgestream Partners, L.P. | Q2 2026 | 0.0% | $731.2k | 10,262 | 77% | added |
| Angeles Investment Advisors, LLC | Q2 2026 | 0.0% | $319.6k | 4,485 | 0% | held |
| Squarepoint Ops LLC | Q2 2026 | 0.0% | $987.7k | 13,862 | -86% | reduced |
| Two Sigma Investments, LP | Q2 2026 | 0.0% | $1.1m | 15,560 | – | new |
| Citadel Advisors LLC | Q2 2026 | 0.0% | $811.9k | 11,395 | -85% | reduced |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Arrowstreet Capital, Limited Partnership | 0.1% | $7.2m |
| Balyasny Asset Management L.P. | 0.0% | $480.6k |
| Corient IA LP | 3.0% | $320.4k |
| Debussy Capital Management LP | 0.5% | $3.6m |
| Iconiq Capital, LLC | 2.4% | $6.7m |
Held in a manager's last filing on record
These managers have not filed for the latest quarter; their last disclosure is dated.
| Manager | Last filing | Weight |
|---|---|---|
| ancora_advisors | Q2 2026 | 0.3% |
| first_manhattan | Q2 2026 | 0.1% |
| Brandywine Asset Management, Inc. | Q1 2026 | 23.0% |
| boston_omaha | Q4 2024 | 0.2% |
How has hedge fund ownership of VEA changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 20 | $377.5m |
| Q1 2026 | 27 | $366.3m |
| Q4 2025 | 3 | $25.3m |
| Q3 2025 | 2 | $22.8m |
| Q2 2025 | 2 | $21.2m |
| Q1 2025 | 3 | $29.9m |
| Q4 2024 | 4 | $23.8m |
| Q3 2024 | 3 | $24.7m |
| Q2 2024 | 4 | $26.2m |
| Q1 2024 | 4 | $26.3m |
| Q4 2023 | 4 | $25.1m |
| Q3 2023 | 4 | $23.0m |
| Q2 2023 | 4 | $24.7m |
| Q1 2023 | 3 | $23.8m |
| Q4 2022 | 5 | $34.5m |
| Q3 2022 | 5 | $28.8m |
Counts every tracked manager that disclosed VEA in that quarter's filing, including managers that have since stopped filing.