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Disclosery

VEA VANGUARD TAX-MANAGED FDS

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SHS (fund)

2,455 managers (2,479 13F filers) reported a position in VEA shares at 2025-03-31, 2,173,821,928 shares in all. 164 filers opened a position and 79 filers sold out during the quarter.

Managers
2,455
13F filers
2,479
New
164
Added
1,147
Reduced
912
Sold out
79
Shares held by filers
2,173,821,928

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Comprehensive Financial Planning, Inc./…342$17.4K0.02%013F-HRTimeline
Wealth Preservation Advisors, LLC322$16.4K0.01%13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …320$16.3K0.03%new13F-HRTimeline
Ulland Investment Advisors, LLC320$16K0.01%013F-HRTimeline
Evergreen Private Wealth LLC302$15.4K0.01%-30813F-HRTimeline
Vermillion & White Wealth Management Gr…300$15.3K0.01%-5813F-HRTimeline
Cheviot Value Management, LLC284$15.3K<0.01%new13F-HRTimeline
New Millennium Group LLC276$14K0.01%+5413F-HRTimeline
ABOUND FINANCIAL, LLC272$13.8K0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN269$13.7K<0.01%+12913F-HRTimeline
Mendota Financial Group, LLC266$13.5K0.01%-84413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC268$12.8K<0.01%013F-HRTimeline
Millstone Evans Group, LLC226$11.5K0.01%013F-HRTimeline
Kozak & Associates, Inc.228$11.4K<0.01%-33513F-HRTimeline
Bullock Wealth Management Group215$11K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…212$10.8K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC212$10.8K0.01%13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.200$10.2K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…198$10.1K<0.01%+113F-HRTimeline
CGC Financial Services, LLC185$9.4K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP168$9K<0.01%013F-HRTimeline
WFA Asset Management Corp168$8.44K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.163$7.79K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.144$7.32K0.01%013F-HRTimeline
Gleason Group, Inc.140$7.13K<0.01%-25913F-HRTimeline
MRP Capital Investments, LLC135$6.86K0.01%013F-HRTimeline
Financial Management Professionals, Inc.130$6.61K<0.01%new13F-HRTimeline
Byrne Asset Management LLC127$6.46K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC117$6K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC100$5.08K<0.01%013F-HR/ATimeline
Smallwood Wealth Investment Management,…97$4.93K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC96$4.88K<0.01%new13F-HRTimeline
Community Bank, N.A.80$4.07K<0.01%-50013F-HRTimeline
Innovative Advisory Group, LLC71$3.61K<0.01%+1113F-HRTimeline
Zeit Capital LLC64$3.25K<0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC52$2.64K<0.01%new13F-HRTimeline
DAGCO, INC.52$2.64K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.52$2.64K<0.01%new13F-HRTimeline
Activest Wealth Management46$2.34K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.45$2.29K<0.01%013F-HRTimeline
Towne Trust Company, N.A44$2.24K<0.01%new13F-HRTimeline
HWG Holdings LP41$2.08K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.41$2.06K<0.01%+113F-HRTimeline
SRH ADVISORS, LLC35$1.78K<0.01%-4413F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.30$1.52K<0.01%new13F-HRTimelineGroup
Anderson Financial Strategies, LLC25$1.27K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…16$814<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA14$712<0.01%013F-HRTimeline
Global Trust Asset Management, LLC10$508<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC9$4570.01%013F-HRTimeline
PSI Advisors, LLC6$305<0.01%013F-HRTimeline
Silicon Valley Capital Partners1$33<0.01%-91313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-604,66213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
First Command Advisory Services, Inc.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC6$228K-4,76713F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.