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Disclosery

VEA VANGUARD TAX-MANAGED FDS

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SHS (fund)

2,386 managers (2,410 13F filers) reported a position in VEA shares at 2024-12-31, 2,138,250,226 shares in all. 101 filers opened a position and 103 filers sold out during the quarter.

Managers
2,386
13F filers
2,410
New
101
Added
1,190
Reduced
656
Sold out
103
Shares held by filers
2,138,250,226

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NTV Asset Management LLC9,676$463K0.06%-9713F-HRTimeline
Insight Advisors, LLC/ PA9,663$462K0.08%-32513F-HRTimeline
Stanley-Laman Group, Ltd.9,658$462K0.06%+1,26713F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA9,644$461K0.03%-2,08313F-HRTimeline
Rooted Wealth Advisors, Inc.9,484$458K0.18%-1,59613F-HRTimeline
North Berkeley Wealth Management, LLC9,537$456K0.46%13F-HRTimeline
Wellspring Financial Advisors, LLC9,456$452K0.05%+1,46613F-HRTimeline
Impact Partnership Wealth, LLC9,430$451K0.09%+23413F-HRTimeline
First Interstate Bank9,414$450K0.03%+1,19213F-HRTimeline
Haven Private, LLC9,403$450K0.25%13F-HRTimeline
COZAD ASSET MANAGEMENT INC9,396$449K0.04%-2,03913F-HRTimeline
UNIQUE WEALTH, LLC9,356$447K0.09%-4,19313F-HRTimeline
Private Wealth Group, LLC9,356$447K0.22%013F-HRTimeline
Anchor Investment Management, LLC9,333$446K0.04%+4413F-HRTimeline
Sonora Investment Management Group, LLC9,286$444K0.03%+4,52213F-HRTimeline
Forza Wealth Management, LLC9,274$443K0.2%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp9,207$440K<0.01%+2,40013F-HRTimelineGroup
Carmel Capital Partners, LLC9,197$440K0.18%+1,59713F-HRTimeline
TL Private Wealth9,082$437K0.2%+13413F-HRTimeline
Alexander Randolph Advisory, Inc.9,100$435K0.4%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9,043$432K<0.01%+2,46513F-HRTimelineGroup
GEM Asset Management, LLC9,040$432K0.24%+13213F-HRTimeline
LCNB CORP9,034$432K0.16%+7113F-HRTimeline
SeaBridge Investment Advisors LLC8,959$428K0.09%013F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…8,885$425K<0.01%+2,71013F-HRTimelineGroup
Yardley Wealth Management LLC8,869$424K0.21%013F-HRTimeline
BWM Planning, LLC8,838$423K0.18%+43013F-HRTimeline
Lincoln Capital LLC8,769$419K0.09%+113F-HRTimeline
ADIRONDACK TRUST CO8,763$419K0.16%013F-HRTimeline
GDS Wealth Management8,702$416K0.04%-8,26513F-HRTimeline
Able Wealth Management LLC8,699$416K0.27%+3,16213F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC8,408$416K0.26%013F-HRTimeline
BURNEY CO/8,679$415K0.01%-413F-HRTimeline
B & T Capital Management DBA Alpha Capi…8,675$415K0.08%+11713F-HRTimeline
CWS Financial Advisors, LLC8,664$414K0.13%+42913F-HRTimeline
Bogart Wealth, LLC8,660$414K0.02%+313F-HRTimeline
Financial Alternatives, Inc8,639$413K0.29%013F-HRTimeline
Quotient Wealth Partners, LLC8,565$410K0.01%+64313F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC8,523$408K0.08%+613F-HRTimeline
AWM CAPITAL, LLC8,512$407K0.05%+2813F-HRTimeline
Synergy Investment Management, LLC8,509$407K0.17%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA8,501$407K0.09%+5,12013F-HRTimeline
TOEWS CORP /ADV8,497$406K0.24%-652,95813F-HRTimeline
Alamar Capital Management, LLC8,485$406K0.22%013F-HRTimeline
TME FINANCIAL, INC.7,682$406K0.38%13F-HRTimeline
Sonoma Private Wealth LLC8,477$405K0.65%-11613F-HRTimeline
VeraBank, N.A.8,468$405K0.11%-15513F-HRTimeline
EQUITABLE TRUST CO8,459$405K0.02%new13F-HRTimeline
Glenview Trust Co8,450$404K0.01%-2113F-HRTimeline
Next Level Private LLC8,426$403K0.16%013F-HRTimeline
Eagle Strategies LLC8,418$403K0.07%-15613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.8,418$403K0.21%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC8,379$401K0.04%+3,53613F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC8,376$401K0.11%013F-HRTimeline
AssuredPartners Investment Advisors, LLC8,366$400K0.08%13F-HRTimeline
J. W. Coons Advisors, LLC8,364$400K0.1%-18113F-HRTimeline
Citrine Capital LLC8,363$400K0.29%13F-HRTimeline
FIRST UNITED BANK & TRUST8,340$399K0.14%013F-HRTimeline
Exchange Capital Management, Inc.8,336$399K0.06%+3,98013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC8,317$398K0.05%+2,96313F-HRTimeline
Sunpointe, LLC8,281$396K0.2%-3,69313F-HRTimeline
UNIONVIEW, LLC8,272$396K0.29%+11013F-HRTimeline
Asset Management Group, Inc.8,255$395K0.07%+9513F-HRTimeline
Beacon Bank & Trust8,235$394K0.09%+62913F-HRTimeline
Twelve Points Wealth Management LLC8,215$393K0.11%-10,40113F-HRTimeline
Talisman Wealth Advisors LLC8,212$393K0.42%-1,60513F-HRTimeline
WMS Partners, LLC8,199$392K0.02%+89913F-HRTimeline
Emergent Wealth Advisors, LLC8,198$392K0.28%-93113F-HRTimeline
GFS Advisors, LLC8,159$390K0.06%013F-HRTimeline
Blue Zone Wealth Advisors, LLC8,141$389K0.11%+13013F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…8,139$389K0.23%013F-HRTimeline
Orca Investment Management, LLC8,134$389K0.37%-47513F-HRTimeline
Ruedi Wealth Management, Inc.8,100$387K0.12%+32513F-HRTimeline
Grant/GrossMendelsohn, LLC8,042$385K0.2%new13F-HRTimeline
Econ Financial Services Corp8,041$385K0.22%013F-HRTimeline
Sendero Wealth Management, LLC7,994$382K0.06%new13F-HRTimeline
Kera Capital Partners, Inc.7,988$382K0.11%13F-HRTimeline
Key Client Fiduciary Advisors, LLC7,956$380K0.17%-25213F-HRTimeline
Leelyn Smith, LLC7,944$380K0.07%new13F-HRTimeline
Sunbeam Capital Management, LLC7,913$378K0.35%13F-HR/ATimeline
Capstone Financial Advisors, Inc.7,899$378K0.02%-12413F-HRTimeline
Community Financial Services Group, LLC7,894$377K0.07%-42,44213F-HRTimeline
KFA Private Wealth Group, LLC7,886$377K0.16%+14813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…7,878$377K0.08%+4,38613F-HRTimeline
LAM GROUP, INC.7,862$376K0.27%013F-HRTimeline
LEE DANNER & BASS INC7,842$375K0.03%new13F-HRTimeline
Intelligent Financial Strategies7,763$371K0.21%-1,23913F-HRTimeline
Emerald Advisors, LLC7,752$371K0.05%+66613F-HRTimeline
CAPITAL ADVISORS INC/OK7,752$371K0.01%+1,31013F-HRTimeline
Goodman Financial Corp7,737$370K0.08%+11313F-HRTimeline
Total Wealth Planning, LLC7,694$368K0.06%-42013F-HRTimeline
FIRST MERCHANTS CORP7,687$368K0.01%+10013F-HRTimeline
Maple Capital Management, Inc.7,668$367K0.03%+93013F-HRTimeline
Schorn Wealth LLC7,656$366K0.12%-63813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC6,938$366K0.33%013F-HRTimeline
Cooper Financial Group7,652$366K0.04%+17713F-HRTimeline
Capital Management Associates, Inc7,644$366K0.14%-97213F-HRTimeline
Bison Wealth, LLC7,637$365K0.08%-47713F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC7,536$360K0.13%+1,01713F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO7,519$360K0.06%013F-HRTimeline
Disciplined Investments, LLC7,513$359K0.18%+2,35713F-HRTimeline
Compass Financial Group, INC/SD7,486$358K0.07%-10313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …7,465$357K0.01%new13F-HRTimelineGroup
Holistic Financial Partners7,460$357K0.18%-15913F-HRTimeline
Concorde Asset Management, LLC7,439$356K0.19%013F-HRTimeline
Gibson Capital, LLC7,438$356K0.07%-2,67713F-HRTimeline
Watchman Group, Inc.7,415$355K0.09%-5713F-HRTimeline
Whalen Wealth Management Inc.7,392$353K0.24%+3,33513F-HRTimeline
Penobscot Investment Management Company…7,386$353K0.03%-35713F-HRTimeline
Willow Creek Wealth Management Inc.7,384$353K0.04%+30713F-HRTimeline
MCDANIEL TERRY & CO7,372$353K0.03%013F-HRTimeline
Bank of Marin7,375$353K0.28%013F-HRTimeline
Cedar Point Capital Partners, LLC7,356$352K0.24%+2,27113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP7,330$351K0.01%013F-HRTimeline
TCI Wealth Advisors, Inc.7,294$349K0.03%+23913F-HRTimeline
Stonebridge Capital Advisors LLC7,282$348K0.03%-1,28413F-HRTimeline
Vantage Point Financial LLC7,265$347K0.19%13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,255$347K0.02%-77713F-HRTimeline
Sound Income Strategies, LLC7,244$346K0.02%+8813F-HRTimeline
Huntleigh Advisors, Inc.7,218$345K0.07%13F-HRTimeline
SwitchPoint Financial Planning, LLC7,218$345K0.33%13F-HRTimeline
Harbor Group, Inc.7,205$345K0.08%+1,85413F-HRTimeline
American State Bank (Iowa)7,174$343K0.21%013F-HRTimeline
Yoffe Investment Management, LLC7,089$339K0.5%13F-HR/ATimeline
Provenance Wealth Advisors, LLC7,074$338K0.04%013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska7,043$337K0.05%13F-HRTimelineGroup
BANK OZK7,033$336K0.14%+89113F-HRTimeline
Financial Partners Group, LLC7,024$336K0.14%+18713F-HRTimeline
Security National Bank6,993$334K0.05%new13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.6,991$334K0.1%new13F-HRTimeline
Bright Futures Wealth Management, LLC.6,693$334K0.3%-13913F-HRTimeline
Kendall Capital Management6,952$332K0.1%new13F-HRTimeline
NWF Advisory Services Inc.6,928$331K0.05%-2,22013F-HRTimeline
McGlone Suttner Wealth Management, Inc.6,922$331K0.06%+1313F-HRTimeline
BCS Wealth Management6,932$331K0.08%new13F-HRTimeline
First Pacific Financial6,905$330K0.08%+6,16813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC6,869$330K0.07%-5,82113F-HRTimeline
HHM Wealth Advisors, LLC6,879$329K0.04%013F-HRTimeline
Bluesphere Advisors LLC6,866$328K0.16%-2,39413F-HRTimeline
Stanich Group LLC6,857$328K0.24%13F-HRTimeline
Mechanics Bank Trust Department6,834$327K0.04%013F-HRTimeline
Physician Wealth Advisors, Inc.6,785$324K0.05%-30613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC6,780$324K0.33%+5,54913F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,768$324K0.2%-98413F-HRTimeline
L.K. Benson & Company, P.C.6,738$322K0.23%13F-HRTimeline
Marks Group Wealth Management, Inc6,736$322K0.03%013F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …6,727$322K0.25%-65213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,721$321K0.01%+24113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CM WEALTH ADVISORS LLC6,698$320K0.1%013F-HRTimeline
ACAS, LLC6,354$320K0.24%-1,12713F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,688$320K0.03%13F-HRTimeline
Wingate Wealth Advisors, Inc.6,683$320K0.31%13F-HRTimeline
Pasadena Private Wealth, LLC6,675$319K0.07%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,659$318K0.02%new13F-HRTimeline
PUREfi Wealth, LLC6,641$318K0.31%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.6,615$316K0.04%013F-HRTimeline
Aspiring Ventures, LLC6,507$316K0.2%13F-HRTimeline
OBSIDIAN CIO, LLC6,594$315K0.06%+2,80113F-HRTimeline
Good Life Advisors, LLC6,587$315K0.02%-5,83213F-HRTimeline
JDH Wealth Management, LLC6,583$315K0.28%13F-HRTimeline
Performance Wealth Partners, LLC6,576$314K0.01%-85013F-HRTimeline
Lifeworks Advisors, LLC6,565$314K0.06%+61013F-HRTimeline
Detalus Advisors, LLC6,552$313K0.1%-3,99713F-HRTimeline
Arcadia Wealth Management, Inc.6,551$313K0.27%13F-HRTimeline
SEEDS INVESTOR LLC6,543$313K0.09%+46313F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC6,526$312K0.02%+26013F-HRTimeline
First Business Financial Services, Inc.6,514$311K0.03%013F-HRTimeline
STAR Financial Bank6,502$311K0.22%+23913F-HRTimeline
Westfuller Advisors, LLC6,501$311K0.2%new13F-HRTimeline
Onyx Bridge Wealth Group LLC6,500$311K0.04%-90913F-HRTimeline
Alpha Financial Advisors, LLC6,492$310K0.14%+613F-HRTimeline
ROVIN CAPITAL /UT/ /ADV6,491$310K0.11%+1,96613F-HRTimeline
LaSalle St. Investment Advisors, LLC6,484$310K0.1%+50813F-HRTimeline
Sharper & Granite LLC6,475$310K0.14%-66513F-HRTimeline
Brown Financial Advisory6,471$309K0.22%013F-HRTimeline
Gibbs Wealth Management6,469$309K0.08%+61413F-HRTimeline
Columbia River Financial Group, LLC6,467$309K0.21%13F-HRTimeline
TrinityPoint Wealth, LLC6,454$309K0.04%new13F-HRTimeline
Evernest Financial Advisors, LLC6,445$308K0.08%+42213F-HRTimeline
First Financial Group Corp6,438$308K0.34%13F-HRTimeline
Stonebridge Financial Group, LLC6,428$307K0.03%13F-HRTimeline
SWP FINANCIAL LLC6,405$306K0.18%-24713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,395$306K0.06%new13F-HRTimelineGroup
Apexium Financial, LP6,373$305K0.02%+16013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…6,368$305K0.14%-1,08813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding6,353$304K-2,378Timeline
Patton Albertson Miller Group, LLC6,340$303K0.04%013F-HRTimeline
Navalign, LLC6,330$303K0.09%-80513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,329$303K0.02%+23513F-HRTimeline
O'Connor Financial Group LLC6,318$302K0.16%+21013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,300$301K0.05%+713F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.6,281$300K0.17%+2,42913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,270$300K0.01%-1,82113F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…6,261$299K0.12%+55013F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.6,251$299K0.03%-2,52813F-HRTimeline
XML Financial, LLC6,203$297K0.03%+2,13113F-HRTimeline
Atlas Brown,Inc.6,196$296K0.1%-73913F-HRTimeline
Coordinated Financial Services, Inc.6,184$296K0.23%13F-HRTimeline
Heritage Wealth Management, Inc. /CA/6,171$295K0.25%new13F-HRTimeline
Investors Research Corp6,165$295K0.06%013F-HRTimeline