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OLIO Financial Planning AEFC Position History

Aegon Funding Company LLC 5.10%

Quarters held
4
Latest value
$613K
Q3 2026
Peak value
$613K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$547K
Q1 2026$516K
Q2 2026$599K
Q3 2026$613K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$613K71.0K——
Q2 2026$599K71.0K——
Q1 2026$516K71.0K——
Q4 2025$547K71.0K——

Other funds holding AEFC

Other OLIO Financial Planning positions

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$62.3M
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VANGUARD TAX-MANAGED FDS

$59.2M
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VANGUARD TAX-MANAGED FDS

$58.8M
VGES

VANGUARD TAX-MANAGED FDS

$52.4M
VGES

VANGUARD TAX-MANAGED FDS

$51.6M