Skip to content

VEA VANGUARD TAX-MANAGED FDS

Follow

SHS (fund)

2,546 managers (2,573 13F filers) reported a position in VEA shares at 2025-09-30, 2,258,210,933 shares in all. 110 filers opened a position and 72 filers sold out during the quarter.

Managers
2,546
13F filers
2,573
New
110
Added
1,308
Reduced
810
Sold out
72
Shares held by filers
2,258,210,933

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Whalen Wealth Management Inc.7,118$426K0.25%+3613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,117$426K0.02%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC7,111$426K0.04%+65813F-HRTimelineGroup
Heritage Wealth Management, Inc. /CA/7,105$426K0.29%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,101$425K0.02%+813F-HRTimeline
Yoffe Investment Management, LLC7,089$425K0.55%013F-HRTimeline
Mascagni Wealth Management, Inc.7,079$424K0.33%+1,09213F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC6,866$424K0.12%+1,24313F-HRTimeline
Stanich Group LLC7,062$423K0.26%+113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,051$423K0.01%+30213F-HRTimeline
Physician Wealth Advisors, Inc.7,035$422K0.06%+8313F-HRTimeline
Custos Family Office, LLC7,033$421K0.24%-32,67813F-HRTimeline
CRA Financial Services, LLC7,025$421K0.06%+5013F-HRTimeline
HOWE & RUSLING INC7,021$421K0.03%-7013F-HRTimeline
Astoria Portfolio Advisors LLC.6,882$419K0.11%-25613F-HRTimeline
LaSalle St. Investment Advisors, LLC6,988$418K0.07%+47113F-HRTimeline
BCS Wealth Management6,970$418K0.09%-6313F-HRTimeline
Worth Asset Management, LLC6,969$418K0.19%-38,80013F-HRTimeline
Synergy Investment Management, LLC6,957$417K0.16%013F-HRTimeline
AssuredPartners Investment Advisors, LLC6,956$417K0.09%+1913F-HRTimeline
Stone House Investment Management, LLC6,947$416K0.07%+54413F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC6,913$414K0.01%-3,18713F-HRTimelineGroup
Beacon Bank & Trust6,912$414K0.09%+41013F-HRTimeline
Balance Wealth Partners LLC6,906$414K0.1%new13F-HRTimeline
SCRATCH CAPITAL LLC6,807$408K0.27%+1813F-HRTimeline
Kendall Capital Management6,802$408K0.09%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,787$407K0.14%+1,18013F-HRTimeline
Evolution Wealth Advisors, LLC6,755$405K0.05%-11913F-HRTimeline
Greenspring Advisors, LLC6,746$404K0.07%13F-HRTimeline
Able Wealth Management LLC6,743$404K0.15%-28313F-HRTimeline
Provenance Wealth Advisors, LLC6,728$403K0.05%013F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …6,727$403K0.21%013F-HRTimeline
Ellsworth Advisors, LLC6,666$403K0.09%-1,34113F-HRTimeline
Princeton Global Asset Management LLC6,718$403K0.07%+16813F-HRTimeline
M1 Capital Management LLC6,718$403K0.17%+19813F-HRTimeline
Yardley Wealth Management LLC6,706$402K0.22%-61213F-HRTimeline
CM WEALTH ADVISORS LLC6,698$401K0.11%013F-HRTimeline
TME FINANCIAL, INC.6,696$401K0.3%-34713F-HRTimeline
Newman Dignan & Sheerar, Inc.6,617$396K0.09%013F-HRTimeline
Westfuller Advisors, LLC6,615$396K0.18%+3213F-HRTimeline
JDH Wealth Management, LLC6,583$394K0.28%013F-HRTimeline
Arcadia Wealth Management, Inc.6,551$393K0.24%013F-HRTimeline
Cedar Point Capital Partners, LLC6,527$391K0.26%-34113F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV6,517$391K0.19%+2,67713F-HRTimeline
First Business Financial Services, Inc.6,514$390K0.04%013F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC6,498$389K0.1%-31013F-HRTimeline
Schorn Wealth LLC6,497$389K0.12%-59613F-HRTimeline
Mine & Arao Wealth Creation & Managemen…6,477$388K0.16%+3013F-HRTimeline
O'Connor Financial Group LLC6,473$388K0.16%-7713F-HRTimeline
J HAGAN CAPITAL, INC.6,451$387K0.23%new13F-HRTimeline
Prodigy Asset Management LLC6,433$385K0.17%013F-HRTimeline
First Financial Group Corp6,409$384K0.33%013F-HRTimeline
Columbia River Financial Group, LLC6,266$384K0.24%013F-HRTimeline
SWP FINANCIAL LLC6,405$384K0.2%013F-HRTimeline
Bright Futures Wealth Management, LLC.6,370$382K0.3%13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,348$380K0.06%+1113F-HRTimeline
Patton Albertson Miller Group, LLC6,340$380K0.05%013F-HRTimeline
Harvest Investment Services, LLC6,337$380K0.08%-56013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC6,333$379K0.26%-1,09713F-HRTimeline
Signature Resources Capital Management,…6,329$379K0.21%+3,78013F-HRTimeline
Compass Financial Group, INC/SD6,319$379K0.06%-36113F-HRTimeline
National Wealth Management Group, LLC6,289$377K0.14%+1,96513F-HRTimeline
Realta Investment Advisors6,281$376K0.13%-1,40313F-HRTimeline
Parkwoods Wealth Partners, LLC6,246$374K0.13%new13F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC6,229$373K0.16%+54413F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,221$373K0.12%013F-HRTimeline
Morangie Management LLC6,217$373K0.32%013F-HRTimeline
Index Fund Advisors, Inc.6,204$372K0.02%new13F-HRTimeline
BCM ADVISORS, LLC6,018$371K0.07%new13F-HRTimeline
Everest Private Wealth6,187$371K0.24%+1,93713F-HRTimeline
Huntleigh Advisors, Inc.6,187$371K0.06%-37113F-HRTimeline
Rossby Financial, LCC6,139$371K0.12%+50413F-HRTimeline
Guidance Point Advisors, LLC6,181$371K0.09%+5213F-HRTimeline
STAR Financial Bank6,167$370K0.22%-3,19313F-HRTimeline
CONQUIS FINANCIAL LLC6,159$369K0.35%013F-HRTimeline
TD Capital Management LLC6,152$369K0.03%+16413F-HRTimeline
S&CO INC6,150$368K0.02%013F-HRTimeline
Gibbs Wealth Management6,126$367K0.08%-11,57013F-HRTimeline
Atwater Malick LLC6,121$367K0.11%013F-HRTimeline
BANK OZK6,101$366K0.13%-17913F-HRTimeline
SlateStone Wealth, LLC6,053$363K0.03%+22513F-HRTimeline
Persium Advisors, LLC6,057$363K0.27%013F-HRTimeline
LANDAAS & CO /WI /ADV6,047$362K0.08%+8713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV6,046$362K0.1%-43313F-HR/ATimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…6,021$361K<0.01%+65113F-HRTimelineGroup
Morton Capital Management LLC/CA6,021$361K0.06%+83113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC5,961$357K0.26%-20913F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC5,955$357K0.01%013F-HRTimelineGroup
Impact Capital Partners LLC5,941$356K0.11%013F-HRTimeline
Oak Harvest Investment Services5,934$356K0.04%+1,91313F-HRTimeline
Tribridge Partners Financial LLC5,858$354K0.16%+11413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,911$354K0.03%013F-HRTimeline
MBL Wealth, LLC5,884$353K0.03%+38813F-HRTimeline
WESTBOURNE INVESTMENTS, INC.5,776$352K0.17%013F-HRTimeline
Jaffetilchin Investment Partners, LLC5,878$352K0.02%-7213F-HRTimeline
TI-TRUST, INC5,869$352K0.22%013F-HRTimeline
AA Financial Advisors, LLC5,844$350K0.07%+2513F-HRTimeline
BlueStem Wealth Partners, LLC5,815$348K0.04%+43813F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.5,814$348K0.2%013F-HRTimeline
Meridian Wealth Partners, LLC5,799$347K0.05%-5213F-HRTimeline
Tull Financial Group, Inc.5,787$347K0.15%-4513F-HRTimeline
Providence Capital Advisors, LLC5,776$346K0.06%+5013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS5,763$345K0.2%-7,55013F-HRTimeline
Base Wealth Management LLC5,762$345K0.2%013F-HRTimeline
Sunbelt Securities, Inc.5,752$345K0.02%+54913F-HRTimeline
True Link Financial Advisors, LLC5,748$344K0.02%-2713F-HRTimeline
Lee, Kelleher & Klein Wealth Management5,740$344K0.21%013F-HRTimeline
Fortitude Advisory Group L.L.C.5,737$344K0.18%+15513F-HRTimeline
Intrua Financial, LLC5,701$342K0.04%new13F-HRTimeline
MEMBERS WEALTH LLC5,649$341K0.22%13F-HRTimeline
Saxony Capital Management, LLC5,684$341K0.22%new13F-HRTimeline
Chicago Capital, LLC5,647$338K0.01%-26813F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC5,635$338K0.15%+2,01413F-HRTimeline
Truvestments Capital LLC5,629$337K0.06%-17913F-HRTimeline
Alta Wealth Advisors LLC5,623$337K0.12%-6813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,605$336K0.06%+27613F-HRTimeline
Shore Point Advisors, LLC5,584$335K0.15%-513F-HRTimeline
JSF Financial, LLC5,570$334K0.07%+17513F-HRTimeline
Portland Financial Advisors Inc5,561$333K0.71%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,558$333K0.02%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5,552$333K0.34%-5113F-HR/ATimeline
BFSG, LLC5,537$332K0.03%+9413F-HRTimeline
Councilor Wealth, LLC5,531$331K0.15%+1613F-HRTimeline
Accretive Wealth Partners, LLC5,530$331K0.1%013F-HRTimeline
Austin Asset Management Co Inc5,522$331K0.06%+25013F-HRTimeline
Clarity Financial LLC5,520$331K0.03%+1,78613F-HRTimeline
WMG Financial Advisors, LLC5,495$329K0.11%+6713F-HRTimeline
Clarity Asset Management, Inc.5,491$329K0.18%+1,19313F-HRTimeline
Cardinal Point Capital Management ULC5,493$328K0.02%new13F-HRTimeline
Hollow Brook Wealth Management LLC5,482$328K0.08%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,480$328K0.02%+1,02713F-HRTimeline
Cornerstone Advisory, LLC5,477$328K0.03%+15213F-HRTimeline
LifeGoal Investments, LLC5,471$328K0.27%+1,90913F-HRTimeline
Tillman Hartley LLC5,459$327K0.08%-11,70013F-HRTimeline
Lakeridge Wealth Management LLC5,440$326K0.14%+1213F-HRTimeline
Westbourne Investment Advisors, Inc.5,423$325K0.09%013F-HRTimeline
Nautilus Advisors LLC5,423$325K0.22%013F-HRTimeline
Vickerman Investment Advisors, Inc.5,416$325K0.07%013F-HRTimeline
Alpha Omega Wealth Management LLC5,406$324K0.05%013F-HR/ATimeline
GREAT OAK CAPITAL PARTNERS, LLC5,380$323K0.08%new13F-HRTimeline
Chemistry Wealth Management LLC5,385$323K0.06%013F-HRTimeline
Vantage Financial Partners, LLC5,373$322K0.07%+3213F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC5,365$321K0.23%-1013F-HRTimeline
Wealth Group Ltd5,348$320K0.07%-23413F-HRTimeline
Caerus Investment Advisors, LLC5,337$320K0.13%new13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION5,322$319K0.03%-30413F-HRTimeline
Hamilton Point Investment Advisors, LLC5,318$319K0.05%013F-HRTimeline
Atlantic Private Wealth, LLC5,289$317K0.2%013F-HRTimeline
Coastwise Capital Group, LLC5,277$316K0.22%new13F-HRTimeline
jvl associates llc5,275$316K0.1%013F-HRTimeline
Bensler, LLC5,247$314K0.03%+313F-HRTimeline
Sivia Capital Partners, LLC5,222$313K0.09%+77913F-HRTimeline
AWM CAPITAL, LLC5,204$312K0.03%-1,12813F-HRTimeline
AFT, FORSYTH & COMPANY, INC.5,200$312K0.15%013F-HRTimeline
EQUITABLE TRUST CO5,182$311K0.01%013F-HRTimeline
Chris Bulman Inc5,172$310K0.16%+30113F-HRTimeline
MKT Advisors LLC5,131$310K0.12%013F-HRTimeline
Sterling Investment Advisors, Ltd.5,166$310K0.06%+913F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.5,159$309K0.03%013F-HRTimeline
Front Row Advisors LLC5,159$309K0.1%+213F-HRTimeline
BetterWealth, LLC5,153$309K0.07%+34113F-HRTimeline
WealthPLAN Partners, LLC5,147$308K0.05%+1413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,142$308K0.13%-513F-HRTimeline
CURA WEALTH ADVISORS, LLC5,133$308K0.12%+78413F-HRTimeline
Mason Investment Advisory Services, Inc.5,123$307K0.02%+2513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,115$306K0.1%013F-HRTimeline
S&T Bank/PA5,076$304K0.09%-26813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,064$303K0.05%013F-HRTimeline
Sharper & Granite LLC5,030$301K0.11%-2,23013F-HRTimeline
Leelyn Smith, LLC5,024$301K0.05%013F-HRTimeline
Longview Financial Advisors LLC5,018$301K0.17%+3,39913F-HRTimeline
Harrington Investments, INC5,000$300K0.15%013F-HRTimeline
INVENIO WEALTH PARTNERS LLC5,000$300K0.11%013F-HRTimeline
Disciplined Investments, LLC4,964$297K0.12%-32113F-HRTimeline
Wallace Capital Management Inc.4,928$295K0.04%-50013F-HRTimeline
SC&H Financial Advisors, Inc.4,926$295K0.05%+413F-HRTimeline
Black Swift Group, LLC4,926$295K0.05%-1,12513F-HRTimeline
Northwest Quadrant Wealth Management, L…4,920$295K0.06%+2313F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,916$295K0.04%+813F-HRTimeline
Great Waters Wealth Management4,900$294K0.03%+19913F-HRTimeline
Aspen Wealth Strategies, LLC4,868$292K0.16%013F-HRTimeline
Colorado Capital Management, Inc.4,844$290K0.11%-4513F-HRTimeline
Watts Gwilliam & Co., LLC4,830$289K0.05%+313F-HRTimeline
DHJJ Financial Advisors, Ltd.4,827$289K0.1%+113F-HRTimeline
GERBER, LLC4,821$289K0.18%new13F-HRTimeline
Magnolia Private Wealth, LLC4,817$289K0.21%-1,12113F-HRTimeline
Wagner Wealth Management, LLC4,787$287K0.07%013F-HRTimeline
Indie Asset Partners, LLC4,764$285K0.38%+4913F-HRTimeline
Insight Wealth Strategies, LLC4,764$285K0.03%+2013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC4,753$285K0.03%013F-HRTimeline
Canandaigua National Trust Co of Florida4,750$285K0.23%013F-HRTimeline
Seelaus Asset Management LLC4,750$285K0.23%+27713F-HR/ATimeline
Richardson Capital Management LLC4,747$284K0.14%+4,00713F-HRTimeline
Brightwater Advisory LLC4,747$284K0.2%013F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC4,731$284K0.06%+2113F-HRTimeline
OMNI 360 Wealth, Inc.4,731$283K0.16%-113F-HRTimeline
THOMPSON DAVIS & CO., INC.4,730$283K0.17%013F-HRTimeline
Amplius Wealth Advisors, LLC4,723$283K0.02%+113F-HRTimeline
Caliber Wealth Management, LLC / KS4,711$282K0.03%+64313F-HRTimeline
McIlrath & Eck, LLC4,690$281K0.03%+4613F-HRTimeline