VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,145,549 Value ($000) $71,562 Avg Close Range
Q3 2025
Shares 1,071,049 Value ($000) $64,177 Avg Close Range
Q2 2025
Shares 1,005,173 Value ($000) $57,305 Avg Close Range
Q1 2025
Shares 963,057 Value ($000) $48,952 Avg Close Range
Q4 2024
Shares 882,466 Value ($000) $42,200 Avg Close Range
Q3 2024
Shares 827,056 Value ($000) $43,677 Avg Close Range
Q2 2024
Shares 713,239 Value ($000) $35,248 Avg Close Range
Q1 2024
Shares 639,587 Value ($000) $32,088 Avg Close Range
Q4 2023
Shares 588,921 Value ($000) $28,209 Avg Close Range
Q3 2023
Shares 569,402 Value ($000) $24,894 Avg Close Range
Q2 2023
Shares 495,738 Value ($000) $22,893 Avg Close Range
Q1 2023
Shares 463,765 Value ($000) $20,948 Avg Close Range
Q4 2022
Shares 449,519 Value ($000) $18,866 Avg Close Range
Q3 2022
Shares 573,337 Value ($000) $20,847 Avg Close Range
Q2 2022
Shares 450,446 Value ($000) $18,378 Avg Close Range
Q1 2022
Shares 342,795 Value ($000) $16,464 Avg Close Range
Q4 2021
Shares 415,493 Value ($000) $21,215 Avg Close Range
Q3 2021
Shares 353,648 Value ($000) $17,856 Avg Close Range
Q2 2021
Shares 318,174 Value ($000) $16,392 Avg Close Range
Q1 2021
Shares 255,856 Value ($000) $12,565 Avg Close Range
Q4 2020
Shares 227,822 Value ($000) $10,755 Avg Close Range
Q3 2020
Shares 197,702 Value ($000) $8,086 Avg Close Range
Q2 2020
Shares 179,942 Value ($000) $6,980 Avg Close Range
Q1 2020
Shares 183,508 Value ($000) $6,118 Avg Close Range
Q4 2019
Shares 79,502 Value ($000) $3,503 Avg Close Range
Q3 2019
Shares 57,761 Value ($000) $2,373 Avg Close Range
Q2 2019
Shares 50,451 Value ($000) $2,104 Avg Close Range
Q1 2019
Shares 41,471 Value ($000) $1,695 Avg Close Range
Q4 2018
Shares 47,644 Value ($000) $1,768 Avg Close Range
Q3 2018
Shares 75,492 Value ($000) $3,267 Avg Close Range
Q2 2018
Shares 70,788 Value ($000) $3,037 Avg Close Range
Q1 2018
Shares 35,060 Value ($000) $1,551 Avg Close Range
Q4 2017
Shares 25,717 Value ($000) $1,154 Avg Close Range
Q3 2017
Shares 25,156 Value ($000) $1,092 Avg Close Range
Q2 2017
Shares 25,144 Value ($000) $1,039 Avg Close Range
Q1 2017
Shares 25,112 Value ($000) $987 Avg Close Range
Q4 2016
Shares 25,101 Value ($000) $917 Avg Close Range
Q3 2016
Shares 25,078 Value ($000) $938 Avg Close Range
Q2 2016
Shares 25,065 Value ($000) $886 Avg Close Range
Q1 2016
Shares 25,028 Value ($000) $898 Avg Close Range