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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
ROTHSCHILD INVESTMENT LLC3,697$177K0.01%+51313F-HRTimeline
Redwood Park Advisors LLC3,575$171K0.15%13F-HRTimeline
Global Wealth Strategies & Associates3,562$170K0.05%-21813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,560$170K0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.3,501$168K0.07%-5,38113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.3,509$168K0.08%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3,456$165K0.06%+313F-HRTimeline
Peterson Wealth Services3,386$162K0.05%013F-HRTimeline
RE Dickinson Investment Advisors, LLC336,590$161K9.08%+15,67013F-HR/ATimeline
Sterling Capital Management LLC3,299$158K<0.01%-11,20413F-HRTimeline
Ransom Advisory, Ltd3,273$157K0.07%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV3,226$154K0.03%+1213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,211$154K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd3,182$152K0.04%13F-HRTimelineGroup
UNION SAVINGS BANK3,154$151K0.07%013F-HRTimeline
Signature Resources Capital Management,…3,131$150K0.13%-3713F-HRTimeline
Hemington Wealth Management3,114$148K0.04%+1,12413F-HRTimeline
Promus Capital, LLC3,044$146K0.11%13F-HR/ATimeline
Central Pacific Bank - Trust Division3,026$145K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,999$143K0.02%-68913F-HRTimelineGroup
Van Hulzen Asset Management, LLC2,910$139K0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co2,890$138K0.05%013F-HRTimeline
GoalVest Advisory LLC2,876$138K0.04%-5013F-HRTimeline
Noble Wealth Management PBC2,864$137K0.1%13F-HRTimeline
VESTOR CAPITAL, LLC2,832$135K0.01%new13F-HRTimeline
TSFG, LLC2,814$135K0.03%+2213F-HRTimeline
Beacon Capital Management, LLC2,793$134K0.02%-22513F-HRTimeline
Ironwood Wealth Management, LLC.2,674$128K0.04%+19213F-HRTimeline
FPC INVESTMENT ADVISORY, INC.2,518$126K0.09%new13F-HRTimeline
Pacifica Partners Inc.2,628$125K0.05%013F-HRTimeline
IAG Wealth Partners, LLC2,574$123K0.02%-2413F-HRTimeline
Coston, McIsaac & Partners2,574$123K0.04%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,522$121K0.01%013F-HRTimeline
EnRich Financial Partners LLC2,403$115K0.04%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,333$112K0.01%-35013F-HRTimeline
Greenline Partners, LLC2,320$111K0.02%new13F-HRTimeline
Future Financial Wealth Managment LLC2,220$106K0.08%013F-HRTimeline
SJS Investment Consulting Inc.2,127$102K0.02%+14713F-HRTimeline
Mainstream Capital Management LLC2,069$98.9K0.07%new13F-HRTimeline
Wiser Advisor Group LLC2,027$96.9K0.14%+1313F-HRTimeline
Creative Capital Management Investments…2,025$96.8K0.04%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,011$96.2K0.01%-1,31313F-HRTimeline
Nordwand Advisors, LLC2,005$95.9K0.04%013F-HRTimeline
Castleview Partners, LLC1,950$93.1K0.05%-7,03413F-HR/ATimeline
Robinswood Financial LLC1,931$92.4K0.03%013F-HRTimeline
HBC Financial Services, PLLC1,938$92K0.06%+3613F-HRTimeline
Field & Main Bank1,913$91.5K0.03%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,873$89.6K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC1,861$89K0.07%+1,48913F-HRTimeline
MCF Advisors LLC1,778$85K0.01%+1913F-HRTimeline
Olistico Wealth, LLC1,708$81.7K0.05%013F-HRTimeline
TFC Financial Management, Inc.1,699$81.2K0.01%-42413F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,684$80.5K0.4%013F-HRTimeline
POM Investment Strategies, LLC1,640$78.4K0.06%+65813F-HRTimeline
WINNACLE WEALTH LLC1,625$77.7K0.08%13F-HRTimeline
Longview Financial Advisors LLC1,619$77.4K0.05%13F-HRTimeline
Paladin Advisory Group, LLC1,519$72.6K0.06%013F-HRTimeline
NFSG Corp1,519$72.6K0.02%new13F-HRTimeline
Canton Hathaway, LLC1,460$70K0.02%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC1,463$70K0.05%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,439$68.8K0.03%+2113F-HRTimeline
American Capital Advisory, LLC1,363$65.2K0.04%-4213F-HRTimeline
Painted Porch Advisors LLC1,344$64.3K0.03%-43513F-HRTimeline
Marquette Asset Management, LLC1,313$62.8K0.01%-35613F-HRTimeline
ESL Trust Services, LLC1,284$61.4K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.1,255$60K0.01%013F-HRTimeline
Centricity Wealth Management, LLC1,215$58.1K0.05%13F-HRTimeline
Dakota Community Bank & Trust NA1,214$58.1K0.28%013F-HRTimeline
Bollard Group LLC1,200$57K<0.01%+1813F-HRTimeline
WOLFF WIESE MAGANA LLC1,188$56.8K0.04%-9013F-HRTimeline
Advantage Trust Co1,142$54.6K0.03%-32313F-HRTimeline
Urban Financial Advisory Corp1,141$54.6K0.03%013F-HRTimeline
Mendota Financial Group, LLC1,110$53.1K0.03%+84413F-HRTimeline
Pacific Center for Financial Services1,106$52.9K0.01%013F-HRTimeline
WR Wealth Planners, LLC1,085$51.9K0.02%-5,18813F-HRTimeline
Copia Wealth Management1,085$51.9K0.05%13F-HRTimeline
Lowe Wealth Advisors, LLC1,033$49.4K0.02%+99013F-HRTimeline
Financial Freedom, LLC1,015$48.5K0.03%013F-HRTimeline
Aventura Private Wealth, LLC979$46.8K0.03%13F-HRTimeline
Fourth Dimension Wealth, LLC950$45.4K0.02%13F-HRTimeline
Collier Financial935$44.7K0.04%13F-HRTimeline
Silicon Valley Capital Partners914$43.7K<0.01%+1413F-HRTimeline
Orion Capital Management LLC912$43.6K0.02%new13F-HRTimeline
Richardson Capital Management LLC894$42.7K0.03%-28513F-HRTimeline
Rise Advisors, LLC882$42.2K0.02%+1313F-HRTimeline
WEST PACES ADVISORS INC.882$42.2K0.01%013F-HRTimeline
Addison Advisors LLC876$41.9K0.01%013F-HRTimeline
Main Street Group, LTD874$41.8K0.02%+2413F-HRTimeline
FSC Wealth Advisors, LLC873$41.7K0.03%013F-HRTimeline
ATWOOD & PALMER INC872$41.7K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT870$41.6K<0.01%-2,69113F-HRTimeline
West Branch Capital LLC835$39.9K0.01%013F-HRTimeline
LRI Investments, LLC787$37.6K<0.01%013F-HRTimeline
Roxbury Financial LLC742$37.4K0.04%13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…777$37K0.01%+23813F-HRTimeline
Crews Bank & Trust773$37K0.01%13F-HRTimeline
Piscataqua Savings Bank769$36.8K0.03%013F-HRTimeline
Fairscale Capital, LLC747$35.7K0.03%013F-HRTimeline
Dunhill Financial, LLC715$34.2K0.02%+31913F-HRTimeline
Headlands Technologies LLC702$33.6K<0.01%+27713F-HRTimeline
Tidemark, LLC694$33.2K0.01%-1,08913F-HRTimeline
HighMark Wealth Management LLC679$32.5K0.02%+1013F-HRTimeline
Keystone Financial Group, Inc.676$32.3K0.03%13F-HRTimeline
Your Advocates Ltd., LLP670$32K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP662$31.7K<0.01%013F-HRTimeline
LGT Financial Advisors LLC622$29.8K0.07%+913F-HRTimeline
Evergreen Private Wealth LLC610$29.2K0.01%013F-HRTimeline
Decker Retirement Planning Inc.607$29K0.02%13F-HRTimeline
Kathleen S. Wright Associates Inc.605$28.9K0.01%013F-HRTimeline
Versant Capital Management, Inc600$28.7K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC600$28.7K0.02%13F-HRTimeline
Community Bank, N.A.580$27.7K<0.01%013F-HRTimeline
Kozak & Associates, Inc.563$27K0.01%+41013F-HRTimeline
Sellwood Investment Partners LLC542$25.9K0.01%13F-HRTimeline
Transcendent Capital Group LLC514$24.6K0.01%+413F-HRTimeline
Tower View Wealth Management LLC497$23.8K0.01%+713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.496$23.7K0.02%13F-HRTimeline
PFS Partners, LLC496$23.7K0.01%-113F-HRTimeline
Eukles Asset Management491$23.5K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.490$23.4K0.02%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department483$23.1K0.01%13F-HRTimelineGroup
Kiely Wealth Advisory Group, Inc.440$22.2K0.01%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.459$22K0.02%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…449$21.5K0.01%013F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.446$21.3K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC443$21.2K0.01%+613F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.428$20.5K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …404$19.3K<0.01%new13F-HRTimelineGroup
Gleason Group, Inc.399$19.1K<0.01%-2713F-HRTimeline
Vermillion & White Wealth Management Gr…358$17.1K0.01%013F-HRTimeline
CNB Bank356$17K0.01%+5613F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK350$17K<0.01%013F-HR/ATimelineGroup
Northwest Capital Management Inc352$16.8K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…342$16.4K0.01%13F-HRTimeline
Brooklyn Investment Group336$16.1K<0.01%new13F-HRTimeline
Measured Risk Portfolios, Inc.330$15.8K0.02%13F-HRTimeline
Hilltop National Bank330$15.8K<0.01%-22013F-HRTimeline
Ulland Investment Advisors, LLC320$15K0.01%013F-HRTimeline
AlphaMark Advisors, LLC319$15K0.01%013F-HRTimeline
Westside Investment Management, Inc.300$14.3K<0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.270$12.9K0.01%+413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC268$12.8K<0.01%013F-HRTimeline
Millstone Evans Group, LLC226$10.8K0.01%13F-HRTimeline
New Millennium Group LLC222$10.6K0.01%-4513F-HRTimeline
Bullock Wealth Management Group215$10.3K0.01%new13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.200$9.56K<0.01%-3413F-HRTimeline
Investment Research & Advisory Group, I…197$9.42K<0.01%+313F-HRTimeline
CGC Financial Services, LLC185$8.85K<0.01%013F-HRTimeline
Mattson Financial Services, LLC161$8.5K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC160$8.45K<0.01%new13F-HRTimelineGroup
Nemes Rush Group LLC170$8.13K<0.01%-96313F-HRTimeline
Financial Life Planners168$8.04K0.01%13F-HRTimeline
CKW FINANCIAL GROUP168$8K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.163$7.79K<0.01%13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.144$6.89K0.01%13F-HRTimeline
United Community Bankin group United Community Bank142$6.79K<0.01%013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN140$6.7K<0.01%013F-HRTimeline
MRP Capital Investments, LLC135$6.46K0.01%013F-HRTimeline
Byrne Asset Management LLC127$6.07K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.125$6.01K0.55%-121,12413F-HRTimeline
Centerpoint Advisors, LLC117$6K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…123$5.88K<0.01%new13F-HRTimelineGroup
Clark Wealth Partners114$5.45K<0.01%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC107$5.12K<0.01%-6,72213F-HRTimeline
Prestige Wealth Management Group LLC100$4.78K<0.01%013F-HR/ATimeline
Hoese & Co LLP100$4.78K<0.01%-28813F-HRTimeline
SRH ADVISORS, LLC79$3.78K<0.01%013F-HRTimeline
Zeit Capital LLC64$3.24K<0.01%-27513F-HRTimeline
Innovative Advisory Group, LLC60$2.87K<0.01%13F-HRTimeline
Capital A Wealth Management, LLC46$2.2K<0.01%13F-HRTimeline
Activest Wealth Management46$2.19K<0.01%+113F-HRTimeline
North Ridge Wealth Advisors, Inc.45$2.15K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.40$1.93K<0.01%13F-HRTimeline
Tradewinds Capital Management, LLC28$1.34K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC27$1K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC16$804<0.01%-11113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…16$804<0.01%-11113F-HRTimelineGroup
FIRST COMMUNITY TRUST NA14$669<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC10$478<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL9$435<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC9$4300.01%13F-HRTimeline
Davis Capital Management8$385<0.01%013F-HRTimeline
PSI Advisors, LLC6$287<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…12$00%-11,37113F-HRTimelineValue filed as zero, left out of ratios.
Legacy Financial Group LLC376,673$18B+42,42313F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.
Members Trust Co5,048$241M+59113F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.