Skip to content

VEA VANGUARD TAX-MANAGED FDS

Follow

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
Quest 10 Wealth Builders, Inc.4,382$250K0.24%-113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.4,382$250K0.02%+34313F-HRTimeline
Cadence Wealth Management LLC4,382$250K0.17%new13F-HRTimeline
Sunbelt Securities, Inc.5,203$249K0.02%-25413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC4,364$249K0.16%-14413F-HRTimeline
CURA WEALTH ADVISORS, LLC4,349$248K0.12%new13F-HRTimeline
Cambria Investment Management, L.P.4,343$248K0.02%new13F-HRTimeline
National Wealth Management Group, LLC4,324$247K0.14%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.4,318$246K0.33%+3113F-HRTimeline
Ullmann Wealth Partners Group, LLC4,314$246K0.03%+9113F-HRTimeline
Clarity Asset Management, Inc.4,298$245K0.15%new13F-HRTimeline
Community Bank & Trust, Waco, Texas4,297$245K0.06%+20013F-HRTimeline
Frisch Financial Group, Inc.4,295$245K0.06%013F-HRTimeline
TRUST POINT INC.4,294$245K0.02%-68013F-HRTimeline
Silver Oak Advisory Group, Inc.4,282$244K0.12%+26913F-HRTimeline
Argent Advisors, Inc.4,267$243K0.08%013F-HRTimeline
Security National Bank4,267$243K0.04%+27413F-HRTimeline
Econ Financial Services Corp4,262$243K0.13%+27513F-HRTimeline
Hoxton Planning & Management, LLC4,250$242K0.08%-7113F-HRTimeline
Everest Private Wealth4,250$242K0.17%new13F-HRTimeline
Echo Wealth Management, LLC4,237$242K0.15%-43,55513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC4,222$241K0.04%+1113F-HRTimeline
Purkiss Capital Advisors LLC4,218$240K0.13%new13F-HRTimeline
Rock Point Advisors, LLC4,215$240K0.07%013F-HRTimeline
One Charles Private Wealth Services, LLC4,209$240K0.07%013F-HRTimeline
Forefront Wealth Partners, LLC5,017$240K0.16%-12,12413F-HRTimeline
True Wealth Design, LLC4,202$240K0.08%-1,93313F-HRTimeline
DF DENT & CO INC4,202$240K<0.01%013F-HRTimeline
True North Advisors, LLC4,198$239K0.05%-13,68913F-HRTimeline
Meridian Financial Advisors, LLC4,188$239K0.15%013F-HRTimeline
WealthCollab, LLC4,178$238K0.13%-23113F-HRTimeline
Greenwich Wealth Management LLC4,181$238K0.01%013F-HRTimeline
Brooklyn Investment Group4,175$238K0.03%+3,21713F-HR/ATimeline
Northwest Bancshares, Inc.4,174$238K0.04%new13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC4,156$237K0.04%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC4,135$236K0.23%+3213F-HRTimeline
Madrona Financial Services, LLC4,128$235K0.06%+18313F-HRTimeline
Tactive Advisors, LLC4,127$235K0.08%13F-HRTimeline
Slagle Financial, LLC4,119$235K0.09%-1,21313F-HRTimeline
FOSTER & MOTLEY INC4,102$234K0.01%-25813F-HRTimeline
MBA Advisors LLC4,099$234K0.11%+6313F-HRTimeline
Schrum Private Wealth Management LLC4,095$233K0.19%new13F-HRTimeline
Lauterbach Financial Advisors, LLC4,091$233K0.13%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC4,088$233K0.16%-60513F-HRTimeline
Virtue Capital Management, LLC4,082$233K0.04%-4,62513F-HRTimeline
BlueChip Wealth Advisors LLC4,082$233K0.1%new13F-HRTimeline
Capital Planning LLC4,077$232K0.07%013F-HRTimeline
Emergent Wealth Advisors, LLC4,073$232K0.15%new13F-HRTimeline
CEERA INVESTMENTS, LLC4,069$232K0.07%new13F-HRTimeline
Caliber Wealth Management, LLC / KS4,068$232K0.02%+2713F-HRTimeline
Copperleaf Capital, LLC4,067$232K0.12%new13F-HRTimeline
Burns Matteson Capital Management, LLC4,062$232K0.11%new13F-HRTimeline
Main Line Retirement Advisors, LLC4,059$231K0.13%+3113F-HRTimeline
Disciplined Investors, L.L.C.4,058$231K0.18%+2213F-HRTimeline
EXCALIBUR MANAGEMENT CORP4,058$231K0.09%013F-HRTimeline
ENTREWEALTH, LLC4,022$229K0.16%-1,36513F-HRTimeline
Oak Harvest Investment Services4,021$229K0.03%new13F-HRTimeline
Hedges Asset Management LLC4,000$228K0.18%013F-HRTimeline
USAdvisors Wealth Management, LLC4,011$228K0.08%-28113F-HRTimeline
Pavion Blue Capital, LLC3,995$228K0.1%013F-HRTimeline
Columbia Bank3,981$227K0.07%-1,00013F-HRTimeline
ABLE Financial Group, LLC3,971$226K0.05%013F-HRTimeline
Baltimore-Washington Financial Advisors…3,966$226K0.01%+413F-HRTimeline
ACAS, LLC3,851$226K0.15%013F-HRTimeline
Two West Capital Advisors LLC3,893$226K0.15%new13F-HRTimeline
Legacy Wealth Asset Management, LLC3,949$225K0.06%new13F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC3,947$225K0.08%013F-HRTimeline
Mraz, Amerine & Associates, Inc.3,917$223K0.04%-49413F-HRTimeline
Alamar Capital Management, LLC3,899$222K0.12%-7513F-HRTimeline
GPS Wealth Strategies Group, LLC3,886$222K0.03%+1,55813F-HRTimeline
THEORY FINANCIAL LLC3,937$221K0.08%013F-HRTimeline
Sharkey, Howes & Javer3,879$221K0.03%-9113F-HRTimeline
TFC Financial Management, Inc.3,861$220K0.03%+1,60313F-HRTimeline
Bill Few Associates, Inc.3,860$220K0.06%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.3,842$219K0.06%013F-HRTimeline
Circle Wealth Management, LLC3,823$218K<0.01%new13F-HRTimeline
Quantum Financial Planning Services, In…3,798$217K0.1%new13F-HRTimeline
Infinity Wealth Counsel, LLC3,797$217K0.22%new13F-HRTimeline
Range Financial Group LLC3,785$216K0.08%new13F-HRTimeline
Apeiron RIA LLC3,777$215K0.06%-96313F-HRTimeline
Ellis Investment Partners, LLC3,759$214K0.04%new13F-HRTimeline
Baldwin Investment Management, LLC3,754$214K0.03%new13F-HRTimeline
DAVIDSON INVESTMENT ADVISORS3,749$214K0.01%new13F-HRTimeline
Moment Partners, LLC3,749$214K0.04%-40013F-HRTimeline
Winthrop Advisory Group LLC3,748$214K0.02%new13F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP3,736$213K0.14%new13F-HRTimelineGroup
Elk River Wealth Management LLC3,734$213K0.04%new13F-HRTimeline
Clarity Financial LLC3,734$213K0.02%new13F-HRTimeline
Pacifica Partners Inc.3,742$213K0.09%+1,11413F-HRTimeline
Sulzberger Capital Advisors, Inc.3,700$211K0.25%new13F-HRTimeline
HOLDERNESS INVESTMENTS CO3,697$211K0.05%new13F-HRTimeline
Marotta Asset Management3,696$211K0.04%-16913F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP3,696$211K0.04%new13F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/3,669$209K0.24%new13F-HRTimeline
Reynders McVeigh Capital Management, LLC3,665$209K0.01%-2,21713F-HRTimeline
CAMBIAR INVESTORS LLC3,661$209K0.01%new13F-HRTimeline
SP Asset Management LLC3,653$208K0.02%new13F-HRTimeline
Financial Guidance Group, Inc.3,639$207K0.1%new13F-HRTimeline
Reyes Financial Architecture, Inc.3,636$207K0.18%-1,83313F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC3,625$207K0.08%new13F-HRTimeline
Zullo Investment Group, Inc.3,621$206K0.08%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC3,621$206K0.1%new13F-HRTimeline
Formidable Asset Management, LLC4,053$206K0.03%013F-HRTimeline
SIMPLEX TRADING, LLC3,614$206K0.01%-80,34113F-HRTimeline
Roger Wittlin Investment Advisory, LLC3,613$206K0.11%new13F-HRTimeline
AIFG Consultants Ltd.3,609$206K0.4%new13F-HRTimeline
Flagstone Financial Management3,596$205K0.06%new13F-HRTimeline
TABLEAUX LLC3,585$204K0.12%new13F-HR/ATimeline
Canopy Partners, LLC3,568$203K0.07%new13F-HRTimeline
Loudon Investment Management, LLC3,563$203K0.11%new13F-HRTimeline
LifeGoal Investments, LLC3,562$203K0.19%new13F-HRTimeline
Quadcap Wealth Management, LLC3,559$203K0.03%new13F-HRTimeline
Pandora Wealth, Inc.3,555$203K0.12%013F-HRTimeline
FourThought Financial Partners, LLC3,551$202K0.02%new13F-HRTimeline
Factor Wealth Management LTD3,548$202K0.06%new13F-HRTimeline
Howard Capital Management Group, LLC3,537$202K0.01%new13F-HRTimeline
Williamson Legacy Group, LLC3,529$201K0.17%-1,79513F-HRTimeline
EPG Wealth Management LLC3,525$201K0.06%new13F-HRTimeline
Davies Financial Advisors, Inc.3,516$200K0.16%-1,22813F-HRTimeline
Nicholson Wealth Management Group, LLC3,510$200K0.12%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.3,509$200K0.09%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,456$197K0.03%+1,21813F-HRTimeline
Peterson Wealth Services3,386$193K0.05%013F-HRTimeline
Redwood Park Advisors LLC3,377$193K0.15%-19813F-HRTimeline
Global Wealth Strategies & Associates3,358$191K0.05%-38713F-HRTimeline
Sterling Capital Management LLC3,299$188K<0.01%013F-HR/ATimeline
Harbor Asset Planning, Inc.3,249$185K0.18%13F-HRTimeline
Glen Eagle Advisors, LLC3,206$183K0.03%-913F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd3,182$181K0.05%013F-HR/ATimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC3,041$178K0.06%new13F-HRTimeline
UNION SAVINGS BANK3,154$177K0.08%013F-HRTimeline
Investors Research Corp3,070$175K0.03%-1,89313F-HRTimeline
Nexus Investment Management ULC3,024$172K0.03%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV3,000$171K0.04%013F-HRTimeline
Bogart Wealth, LLC2,993$171K0.01%+6413F-HRTimeline
SJS Investment Consulting Inc.2,957$169K0.03%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,936$167K0.02%-84813F-HRTimeline
Woodside Wealth Management LLC2,932$167K0.14%013F-HRTimeline
SIMA Wealth Partners, LLC2,912$166K0.13%-2,16113F-HRTimeline
Indiana Trust & Investment Management Co2,890$165K0.05%013F-HRTimeline
Clark Wealth Partners2,890$165K0.11%-51913F-HRTimeline
DUNCKER STREETT & CO INC2,852$163K0.03%013F-HRTimeline
TSFG, LLC2,833$162K0.03%+1213F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC2,776$158K0.02%new13F-HRTimeline
GoalVest Advisory LLC2,703$154K0.04%-5413F-HRTimeline
North Capital, Inc.2,697$154K0.13%013F-HRTimeline
Central Pacific Bank - Trust Division2,658$152K0.02%-12413F-HRTimeline
CURIO WEALTH, LLC2,650$151K0.07%+2,64413F-HRTimeline
High Note Wealth, LLC2,623$150K0.03%-2,26913F-HRTimeline
Coston, McIsaac & Partners2,572$146K0.04%+113F-HRTimeline
Signature Resources Capital Management,…2,549$145K0.09%-58413F-HRTimeline
Bulwark Capital Corp2,540$145K0.12%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,530$144K0.01%+513F-HRTimeline
Compass Financial Services Inc2,524$144K0.07%new13F-HRTimeline
Putney Financial Group LLC2,427$138K0.14%new13F-HR/ATimeline
IAG Wealth Partners, LLC2,375$135K0.02%-25713F-HRTimeline
Trifecta Capital Advisors, LLC2,271$129K0.02%013F-HRTimeline
Future Financial Wealth Managment LLC2,220$127K0.09%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,211$126K0.02%+5713F-HRTimelineGroup
Belvedere Trading LLC2,209$126K0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC2,153$123K0.06%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,153$123K0.06%+2,13713F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…2,097$120K0.04%+1,32013F-HRTimeline
Creative Capital Management Investments…2,025$115K0.04%013F-HRTimeline
Promus Capital, LLC2,018$115K0.07%+33113F-HR/ATimeline
Nordwand Advisors, LLC2,005$114K0.02%013F-HRTimeline
Hemington Wealth Management1,990$113K0.02%013F-HRTimeline
Team Financial Group, LLC1,920$109K0.05%new13F-HRTimeline
Evensky & Katz LLC1,898$108K0.01%-1,81813F-HRTimeline
Accredited Wealth Management, LLC1,765$101K0.08%013F-HRTimeline
Beacon Capital Management, LLC1,732$98.7K0.01%-45813F-HRTimeline
Olistico Wealth, LLC1,708$97.4K0.05%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,684$96K0.3%013F-HRTimeline
Riggs Asset Managment Co. Inc.1,649$94K0.02%+9813F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,622$92.5K<0.01%-39413F-HRTimeline
Longview Financial Advisors LLC1,619$92.3K0.06%013F-HRTimeline
Ironwood Wealth Management, LLC.1,616$92.1K0.03%-1,26513F-HRTimeline
SITTNER & NELSON, LLC1,591$90.7K0.04%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,586$90.4K0.03%+14013F-HRTimeline
First Command Advisory Services, Inc.1,560$88.9K<0.01%+1,56013F-HRTimeline
MCF Advisors LLC1,537$87.6K0.01%-93913F-HRTimeline
Paladin Advisory Group, LLC1,519$86.6K0.07%013F-HRTimeline
West Branch Capital LLC1,517$86.5K0.03%+68213F-HRTimeline
LRI Investments, LLC1,501$85.6K0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.1,495$85.2K0.05%+1,45013F-HRTimeline
Painted Porch Advisors LLC1,467$83.6K0.03%+12313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,464$83K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Canton Hathaway, LLC1,460$83K0.02%013F-HRTimeline
Your Advocates Ltd., LLP1,444$82.3K0.03%+77413F-HRTimeline
Briaud Financial Planning Inc1,412$80K0.03%013F-HRTimeline
American Capital Advisory, LLC1,363$77.7K0.04%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,302$75K0.03%-2,20013F-HRTimeline
Marquette Asset Management, LLC1,313$74.9K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,293$73.7K0.01%-58413F-HRTimeline
ESL Trust Services, LLC1,284$73.2K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.1,255$71.5K0.01%013F-HRTimeline
Centricity Wealth Management, LLC1,215$69.3K0.06%013F-HRTimeline
Bollard Group LLC1,215$69K<0.01%+913F-HRTimeline
HFM Investment Advisors, LLC1,193$68K0.03%+6513F-HRTimeline
Strategic Wealth Partners, Ltd.1,179$67.2K0.01%13F-HRTimeline