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Disclosery

VEA VANGUARD TAX-MANAGED FDS

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SHS (fund)

2,527 managers (2,554 13F filers) reported a position in VEA shares at 2025-06-30, 2,217,351,193 shares in all. 160 filers opened a position and 84 filers sold out during the quarter.

Managers
2,527
13F filers
2,554
New
160
Added
1,214
Reduced
889
Sold out
84
Shares held by filers
2,217,351,193

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Tepp RIA, LLC10,962$625K0.81%-6,84013F-HRTimeline
Alpha Cubed Investments, LLC10,935$623K0.02%+6,85913F-HRTimeline
Kelly Financial Services LLC10,889$621K0.18%+11613F-HRTimeline
Valtinson Bruner Financial Planning LLC10,881$620K0.19%-1,19513F-HRTimeline
IPG Investment Advisors LLC10,880$620K0.12%+75913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC10,865$619K0.29%-13613F-HRTimeline
STAGE HARBOR FINANCIAL, LLC10,848$618K0.5%+313F-HRTimeline
Icon Wealth Advisors, LLC10,830$617K0.04%+6613F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP10,799$616K0.02%+9413F-HRTimeline
Empirical Asset Management, LLC10,782$615K0.19%+74913F-HRTimeline
SwitchPoint Financial Planning, LLC10,700$610K0.5%+3,48213F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.10,558$610K0.41%-2,04113F-HRTimeline
Frontier Asset Management, LLC10,666$608K0.17%+8413F-HRTimeline
Pacific Sage Partners, LLC10,657$608K0.12%+2,73713F-HRTimeline
Carnegie Investment Counsel10,628$606K0.01%+45013F-HRTimeline
Hemenway Trust Co LLC10,623$606K0.05%-1,93813F-HRTimeline
Horan Securities, Inc.10,581$603K0.21%+1213F-HRTimeline
WEALTH ALLIANCE, LLC10,542$601K0.07%-41113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC10,474$597K0.04%+5,01913F-HRTimeline
Edge Financial Advisors LLC10,474$597K0.31%new13F-HRTimeline
Michels Family Financial, LLC10,456$596K0.51%-94813F-HRTimeline
Heritage Wealth Advisors10,453$596K0.03%+7513F-HRTimeline
KELLEHER FINANCIAL ADVISORS10,365$591K0.21%013F-HRTimeline
David Wealth Management LLC10,360$591K0.44%013F-HRTimeline
Shakespeare Wealth Management, LLC10,343$590K0.16%+25413F-HRTimeline
Beacon Financial Advisory LLC10,336$589K0.15%-70213F-HRTimeline
Cherry Creek Investment Advisors, Inc.10,334$589K0.28%-7013F-HRTimeline
LEE DANNER & BASS INC10,318$588K0.05%+3,00013F-HRTimeline
XML Financial, LLC10,293$587K0.05%+2,56613F-HRTimeline
Austin Wealth Management, LLC10,434$587K0.1%-2,38413F-HRTimeline
SIERRA OCEAN, LLC10,262$585K0.42%013F-HRTimeline
Elyxium Wealth, LLC10,202$582K0.22%new13F-HRTimeline
VIAWEALTH, LLC10,140$578K0.34%-24613F-HRTimeline
Kagan Cocozza Asset Management10,115$577K0.44%-17413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…10,104$576K0.03%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC10,100$576K0.02%+4,17813F-HRTimelineGroup
Sound Income Strategies, LLC10,008$571K0.03%+1,48713F-HRTimeline
LOUISBOURG INVESTMENTS INC.10,000$570K0.13%013F-HRTimeline
Cordatus Wealth Management LLC9,977$569K0.14%new13F-HRTimeline
Headlands Technologies LLC9,954$567K0.07%-20,87513F-HRTimeline
2UniFi Bank9,947$567K0.32%+4,27713F-HRTimeline
First Interstate Bank9,921$566K0.03%+1,51913F-HRTimeline
Eagle Strategies LLC9,913$565K0.09%+4,02413F-HRTimeline
Peak Asset Management, LLC9,904$565K0.1%013F-HRTimeline
Denver PWM, LLC9,897$564K0.18%+7113F-HRTimeline
Snider Financial Group9,842$561K0.16%-95113F-HRTimeline
Fourth Dimension Wealth, LLC9,811$559K0.24%+46813F-HRTimeline
VICUS CAPITAL9,790$558K0.05%new13F-HRTimeline
Center For Asset Management LLC11,639$556K0.34%-3,14013F-HRTimeline
Powers Advisory Group, LLC9,552$545K0.24%+5,11913F-HRTimeline
L.M. KOHN & COMPANY9,551$545K0.15%-9,55313F-HRTimeline
MONTAG A & ASSOCIATES INC9,506$542K0.03%-1,00013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,470$540K0.06%+4,36013F-HRTimeline
Kera Capital Partners, Inc.9,450$539K0.11%+1,46213F-HRTimeline
North Berkeley Wealth Management, LLC9,444$538K0.49%-9313F-HRTimeline
Vantage Point Financial LLC9,433$538K0.24%+52413F-HRTimeline
Sheridan Capital Management, LLC9,423$537K0.37%new13F-HRTimeline
McLean Asset Management Corp9,392$537K0.14%-11113F-HRTimeline
WIMMER ASSOCIATES 1, LLC9,360$534K0.27%+71013F-HRTimeline
STAR Financial Bank9,360$534K0.34%-45313F-HRTimeline
Good Life Advisors, LLC9,357$533K0.03%+2,80313F-HRTimeline
Mustard Seed Financial, LLC9,357$533K0.38%-1,15013F-HRTimeline
Private Wealth Group, LLC9,356$533K0.28%013F-HRTimeline
Impact Partnership Wealth, LLC9,351$533K0.1%-11613F-HRTimeline
Independent Advisor Alliance9,343$533K0.02%+3,07513F-HRTimeline
Carter Financial Group, INC.9,334$532K0.35%13F-HRTimeline
Community Bank of Raymore9,330$532K0.39%new13F-HRTimeline
Rooted Wealth Advisors, Inc.9,320$530K0.18%-19213F-HRTimeline
Holistic Financial Partners9,127$520K0.23%+1,66713F-HRTimeline
TL Private Wealth9,197$520K0.22%+7313F-HRTimeline
Alexander Randolph Advisory, Inc.9,100$519K0.46%013F-HRTimeline
Global Assets Advisory, LLC9,104$519K0.2%+3,62313F-HRTimeline
Insight Advisors, LLC/ PA9,092$518K0.08%+1513F-HRTimeline
Haven Private, LLC9,090$518K0.23%-38913F-HRTimeline
GEM Asset Management, LLC9,154$517K0.26%+7213F-HRTimeline
Wellington Capital Management, Inc.9,020$514K0.77%13F-HRTimeline
Capital Management Associates, Inc9,010$514K0.16%-10,89813F-HRTimeline
Total Wealth Planning, LLC8,988$512K0.06%+1,37413F-HRTimeline
SeaBridge Investment Advisors LLC8,959$511K0.09%013F-HRTimeline
Strategic Financial Partners, Ltd.8,871$506K0.23%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…8,869$506K0.37%+35413F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS8,865$505K0.02%+2,90013F-HRTimelineGroup
SCHAPER BENZ & WISE INVESTMENT COUNSEL …8,859$505K0.04%+3,21613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8,847$504K<0.01%013F-HRTimeline
BWM Planning, LLC8,846$504K0.17%+513F-HRTimeline
Archer Investment Management, LLC8,792$501K0.36%-12513F-HRTimeline
Seneschal Advisors, LLC8,781$501K0.39%-1,12513F-HRTimeline
B & T Capital Management DBA Alpha Capi…8,735$498K0.09%+6313F-HRTimeline
Fiduciary Alliance LLC8,732$498K0.04%+29213F-HRTimeline
Ruedi Wealth Management, Inc.8,720$497K0.15%-1813F-HRTimeline
American State Bank (Iowa)8,693$496K0.27%+1,51913F-HRTimeline
CWS Financial Advisors, LLC8,687$495K0.14%+1513F-HRTimeline
Key Client Fiduciary Advisors, LLC8,677$495K0.2%+51113F-HRTimeline
Coordinated Financial Services, Inc.8,672$494K0.34%13F-HRTimeline
Braun-Bostich & Associates Inc.8,670$494K0.34%-4,60313F-HRTimeline
5th Street Advisors, LLC8,651$493K0.24%-2,04913F-HRTimeline
Lincoln Capital LLC8,567$488K0.09%-11313F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC8,527$486K0.08%+313F-HRTimeline
HHM Wealth Advisors, LLC8,493$484K0.06%+15313F-HRTimeline
Moss Adams Wealth Advisors LLC8,485$484K0.04%-2,04913F-HRTimeline
NWF Advisory Services Inc.8,481$484K0.06%+1,80513F-HRTimeline
RETIREMENT GUYS FORMULA LLC8,936$483K0.18%+1813F-HRTimeline
Gibson Capital, LLC8,469$483K0.1%+1413F-HRTimeline
J. W. Coons Advisors, LLC8,455$482K0.11%+8513F-HRTimeline
Foster Victor Wealth Advisors, LLC8,405$482K0.03%-5,57513F-HRTimeline
Advantage Trust Co8,438$481K0.24%+7,70513F-HRTimeline
ADIRONDACK TRUST CO8,398$479K0.17%-62413F-HRTimeline
Foguth Wealth Management, LLC.8,378$478K0.1%+2,17413F-HRTimeline
MCDANIEL TERRY & CO8,365$477K0.04%013F-HRTimeline
KPP Advisory Services LLC8,355$476K0.08%-62513F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…8,307$474K0.06%+13013F-HRTimeline
21 West Wealth Management LLC8,294$473K0.48%13F-HRTimeline
Alteri Wealth LLC8,255$471K0.18%+24913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,238$470K0.06%new13F-HRTimeline
Talisman Wealth Advisors LLC8,227$469K0.43%+4413F-HRTimeline
Citrine Capital LLC8,182$466K0.25%+9713F-HRTimeline
Stonebridge Capital Advisors LLC8,180$466K0.04%+2,25413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…8,220$466K0.18%013F-HRTimeline
GFS Advisors, LLC8,159$465K0.06%new13F-HRTimeline
Caitlin John, LLC8,150$465K0.42%-35713F-HRTimeline
Garden State Investment Advisory Servic…8,134$464K0.13%-30913F-HRTimeline
Anchor Investment Management, LLC8,126$463K0.04%-1,16513F-HRTimeline
Independent Solutions Wealth Management…8,124$463K0.09%-10913F-HRTimeline
Richmond Investment Services, LLC8,113$462K0.1%+3,77013F-HRTimeline
Blue Zone Wealth Advisors, LLC8,107$462K0.12%+64813F-HRTimeline
Next Level Private LLC8,094$461K0.15%-12613F-HRTimeline
Revisor Wealth Management LLC8,032$461K0.17%-55613F-HRTimeline
FIRST UNITED BANK & TRUST8,065$460K0.16%013F-HRTimeline
SkyOak Wealth, LLC8,052$459K0.09%-1,58213F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska8,067$458K0.06%+86213F-HRTimelineGroup
Aaron Wealth Advisors LLC8,039$458K0.05%+29613F-HRTimeline
Element Wealth, LLC8,035$458K0.21%-56013F-HRTimeline
Capstone Financial Advisors, Inc.8,018$457K0.03%-31313F-HRTimeline
Ellsworth Advisors, LLC8,007$456K0.11%-80113F-HRTimeline
Alliance Wealth Advisors, LLC7,999$456K0.25%+82313F-HRTimeline
HBW ADVISORY SERVICES LLC7,995$456K0.06%-71913F-HRTimeline
Sendero Wealth Management, LLC7,994$456K0.06%013F-HR/ATimeline
Argyle Capital Partners, LLC7,989$455K0.38%+1,13613F-HRTimeline
BURNEY CO/7,969$454K0.02%-1,93213F-HRTimeline
Brown Financial Advisory7,903$451K0.25%+1,43213F-HRTimeline
LAM GROUP, INC.7,882$449K0.3%+913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …7,882$449K0.01%+6013F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC7,879$449K0.06%-1,75013F-HRTimeline
Financial Alternatives, Inc7,870$449K0.29%-76913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC7,866$448K0.03%+71513F-HRTimeline
TCI Wealth Advisors, Inc.7,844$447K0.03%+38113F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…7,806$445K0.23%-25613F-HRTimeline
Realta Investment Advisors7,684$438K0.17%-3,84213F-HRTimeline
Hubbell Strickland Wealth Management, L…7,679$438K0.19%+84513F-HRTimeline
Sonora Investment Management Group, LLC7,602$433K0.03%-20113F-HRTimeline
Harbor Group, Inc.7,517$429K0.08%+66013F-HRTimeline
Iowa State Bank7,511$428K0.09%013F-HRTimeline
Emerald Advisors, LLC7,490$427K0.05%-31913F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO7,519$426K0.08%013F-HRTimeline
GW&K Investment Management, LLC7,447$425K<0.01%+1,08013F-HRTimeline
First Pacific Financial7,447$425K0.06%+54113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC7,430$424K0.32%+67013F-HRTimeline
Watchman Group, Inc.7,415$423K0.11%013F-HRTimeline
Blue Barn Wealth, LLC7,430$422K0.2%-40413F-HRTimeline
Stonegate Investment Group, LLC7,388$421K0.01%new13F-HRTimeline
Colonial River Investments, LLC7,318$420K0.18%-2,70113F-HRTimeline
Mechanics Bank Trust Department7,334$418K0.06%+50013F-HRTimeline
Yardley Wealth Management LLC7,318$417K0.23%-1,55113F-HRTimeline
Willow Creek Wealth Management Inc.7,313$417K0.04%-30013F-HRTimeline
Sunbeam Capital Management, LLC7,302$416K0.32%-61113F-HRTimeline
Hidden Cove Wealth Management, LLC7,299$416K0.3%-16413F-HRTimeline
Onyx Bridge Wealth Group LLC7,297$416K0.06%+31513F-HRTimeline
Sharper & Granite LLC7,260$415K0.16%-4013F-HRTimeline
Astoria Portfolio Advisors LLC.7,138$415K0.12%-21513F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.7,259$414K0.11%+2,52613F-HRTimeline
Bridge Creek Capital Management LLC7,257$414K0.12%+46713F-HRTimeline
COZAD ASSET MANAGEMENT INC7,251$413K0.04%+1,42413F-HR/ATimeline
KLINGENSTEIN FIELDS & CO LP7,230$412K0.02%-10013F-HRTimeline
Penobscot Investment Management Company…7,226$412K0.04%013F-HRTimeline
Occidental Asset Management, LLC7,215$411K0.06%+51413F-HRTimeline
Stonebridge Financial Group, LLC7,127$406K0.04%+28313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,117$406K0.02%+1,31213F-HRTimeline
Hibernia Wealth Partners, LLC7,112$405K0.15%new13F-HRTimeline
Heritage Wealth Management, Inc. /CA/7,105$405K0.31%-713F-HRTimeline
Schorn Wealth LLC7,093$404K0.13%-15113F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,093$404K0.03%+1,90613F-HRTimeline
HOWE & RUSLING INC7,091$404K0.03%+2,29213F-HRTimeline
Yoffe Investment Management, LLC7,089$404K0.55%013F-HRTimeline
Whalen Wealth Management Inc.7,082$404K0.25%-97513F-HRTimeline
Stanich Group LLC7,061$402K0.36%+25513F-HRTimeline
TME FINANCIAL, INC.7,043$402K0.32%+29013F-HRTimeline
BCS Wealth Management7,033$401K0.09%+6313F-HRTimeline
Able Wealth Management LLC7,026$401K0.2%-34913F-HRTimeline
Intelligent Financial Strategies7,013$400K0.21%+4013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC6,962$398K0.07%+7613F-HRTimeline
CRA Financial Services, LLC6,975$398K0.06%+48313F-HRTimeline
Synergy Investment Management, LLC6,957$397K0.24%-70613F-HRTimeline
Physician Wealth Advisors, Inc.6,952$396K0.06%+2913F-HRTimeline
Detalus Advisors, LLC6,949$396K0.11%-13413F-HRTimeline
Maxele Advisors, LLC6,944$396K0.35%+89213F-HRTimeline
AssuredPartners Investment Advisors, LLC6,937$395K0.1%-1,44913F-HRTimeline
Harvest Investment Services, LLC6,897$393K0.09%-70813F-HRTimeline
Evolution Wealth Advisors, LLC6,874$392K0.06%+25113F-HRTimeline
Cedar Point Capital Partners, LLC6,868$392K0.28%-76513F-HRTimeline
Pasadena Private Wealth, LLC6,829$389K0.07%+15413F-HRTimeline