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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
Arlington Trust Co LLCin group Arlington Trust Co LLC950,310$45.4M9.54%-31,12213F-HRTimelineGroup
Financial Advisory Corp943,314$45.1M7.87%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC942,732$45.1M1.11%+4,81213F-HRTimeline
Kathmere Capital Management, LLC933,789$44.7M4.01%+79,11313F-HRTimeline
Waverly Advisors, LLC933,535$44.6M0.69%+77,75913F-HRTimeline
Wallington Asset Management, LLC920,776$44M6.36%-5,11913F-HRTimeline
Welch & Forbes LLC915,824$43.8M0.56%+18,87413F-HRTimeline
Heartwood Wealth Advisors LLC911,421$43.6M4.91%+13,32513F-HRTimeline
Private Advisor Group, LLC908,782$43.5M0.24%+61,85713F-HRTimeline
JFG Wealth Management, LLC904,802$43.3M9.92%+23,22213F-HRTimeline
Alesco Advisors, LLC, An ESL Co897,140$42.9M1.35%-15,82313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co896,241$42.9M3.22%+59,27413F-HRTimelineGroup
First Bank & Trust894,751$42.8M8.21%+32,21813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC892,673$42.7M0.05%+114,21713F-HRTimelineGroup
Klingman & Associates, LLC882,466$42.2M2.59%+55,41013F-HRTimeline
Chandler Asset Management, Inc.882,406$42.2M8.06%+18,00013F-HRTimeline
Coyle Financial Counsel LLC879,969$42.1M13.32%+108,98513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding878,788$42M+52,330Timeline
Merit Financial Group, LLC875,114$41.8M0.75%+62,95113F-HRTimeline
Financial Synergies Wealth Advisors, In…872,536$41.7M5.18%+33,58813F-HRTimeline
Composition Wealth, LLC870,795$41.6M0.84%-217,79713F-HRTimeline
ARVEST INVESTMENTS, INC.869,405$41.6M6.65%-1,77913F-HRTimeline
Financial Advisors Network, Inc.866,305$41.4M6.89%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC862,925$41.3M9.6%+37,49913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding852,101$40.7M+4,022Timeline
Steward Partners Investment Advisory, L…845,717$40.4M0.36%+1,17713F-HRTimeline
Oakwell Private Wealth Management, LLC845,496$40.4M11.34%+84,04813F-HRTimeline
CENTRAL TRUST Co841,722$40.3M0.99%+48,63413F-HRTimeline
Empirical Financial Services, LLC d.b.a…838,833$40.1M1.09%+90,72613F-HRTimeline
TD Asset Management Inc836,113$40M0.04%+57,91113F-HRTimeline
Efficient Advisors, LLC826,830$39.5M2.55%+57,94113F-HRTimeline
Riverpoint Wealth Management Holdings, …816,667$39.1M10.19%+10,17913F-HRTimeline
Mesirow Financial Investment Management…814,066$38.9M0.77%-433,38413F-HRTimeline
Compound Planning, Inc.812,254$38.8M1.96%+82,78913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC809,442$38.7M0.4%+51,22213F-HRTimelineGroup
Seaside Wealth Management, Inc.804,288$38.5M14.08%+54,05213F-HRTimeline
GP Brinson Investments LLC790,120$37.8M15.58%013F-HRTimeline
Trust Co784,655$37.5M4.3%+41,03413F-HRTimeline
CHAI TRUST CO LLCin group CHAI TRUST CO LLC774,085$37M1.92%+18,36713F-HRTimelineGroup
Cliffwater LLC774,022$37M9.06%-1,00813F-HRTimeline
TOWNSQUARE CAPITAL LLC771,762$36.9M0.42%+71,47413F-HRTimeline
Gemmer Asset Management LLC770,813$36.9M3.63%-6,02413F-HRTimeline
Parker Financial LLC772,138$36.7M18.05%+74,46513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC767,470$36.7M0.23%-124,23113F-HRTimelineGroup
Matrix Trust Co766,305$36.6M6.37%-2,33213F-HRTimeline
Partners in Financial Planning764,163$36.5M7.45%+13,89313F-HRTimeline
OLIO Financial Planning760,169$36.4M12.77%+144,21913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/754,723$36.1M0.05%-44,23213F-HRTimelineGroup
MERIDIAN MANAGEMENT CO754,201$36.1M9.51%+22,28113F-HRTimeline
Whitcomb & Hess, Inc.748,585$35.8M11.05%+5,17013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…746,908$35.7M0.5%+262,96013F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…744,679$35.6M5.87%+43,79213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management740,873$35.4M0.52%-723,04713F-HRTimelineGroup
Full Sail Capital, LLC736,437$35.2M2.24%+68,58613F-HRTimeline
Citizens Business Bank733,064$35.1M6.55%-133,93813F-HRTimeline
Laird Norton Wetherby Wealth Management…732,404$35M1.68%+5,59113F-HRTimeline
American Trust727,264$34.8M2.65%-3,74113F-HRTimeline
Hanson & Doremus Investment Management724,830$34.7M5.42%-20,45513F-HRTimeline
Monterey Private Wealth, Inc.716,209$34.2M11.29%+74,90913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…712,288$34.1M0.66%+121,49313F-HRTimelineGroup
Mutual Advisors, LLC699,817$33.8M0.98%-14,53213F-HRTimeline
Jordan Park Group LLC705,888$33.8M2.49%+74,14113F-HRTimeline
Keener Financial Planning LLC703,887$33.7M19.88%+100,45313F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC701,250$33.5M12.56%-6,65013F-HRTimeline
PACK Private Wealth, LLC698,606$33.4M19.61%+35,22013F-HRTimeline
First Western Trust Bank690,609$33M1.53%-35,74913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…687,880$32.9M1.43%+49,10813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …681,912$32.6M2.65%+11,21813F-HR/ATimeline
Wolff Financial Management LLC679,424$32.5M9.02%+18,26913F-HRTimeline
RPTC Inc.677,158$32.4M6.6%+7,17413F-HRTimeline
Windward Private Wealth Management Inc.673,861$32.2M12.56%+46,58713F-HRTimeline
Family Firm, Inc.702,230$32.2M7.16%-68,46813F-HRTimeline
INTRUST BANK NA669,005$32M3.24%+70,33513F-HRTimeline
Bryn Mawr Trust Advisors, LLC668,370$32M1.72%+58,56913F-HR/ATimeline
LOWE BROCKENBROUGH & CO INC667,945$31.9M2.05%+73013F-HRTimeline
Old Mission Investment Co LLC662,811$31.7M9.43%+41,76313F-HRTimeline
Keel Point, LLC661,955$31.7M2.54%+2,13813F-HRTimeline
Roof Eidam Maycock Peralta, LLC657,848$31.5M8.12%+4,31413F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding657,926$31.3M+27,164Timeline
Farther Finance Advisors, LLC652,889$31.2M1.13%+43,60513F-HRTimeline
Sageworth Trust Co649,784$31.1M1.92%-35,80313F-HRTimeline
Roble, Belko & Company, Inc645,405$30.9M4.9%+65213F-HRTimeline
Mascoma Wealth Management LLC644,049$30.8M7.74%+46,00313F-HRTimeline
Beaird Harris Wealth Management, LLC643,859$30.8M2.66%+65,38613F-HRTimeline
Sanctuary Advisors, LLC606,210$30.6M0.19%+15,30013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT635,313$30.4M14%+56,73013F-HRTimeline
Cascade Financial Partners, LLC635,093$30.4M3.96%-9,45013F-HRTimeline
MANNING & NAPIER ADVISORS LLC634,409$30.3M0.35%+98,76213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.633,040$30.3M2.1%+20,82213F-HRTimelineGroup
Sequoia Financial Advisors, LLC626,694$30M0.29%+497,46113F-HR/ATimeline
Perkins Coie Trust Co625,705$29.9M6.58%+7,78813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…604,662$29.9M1.69%+28,04013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…622,602$29.8M0.29%-24,56813F-HRTimelineGroup
Apriem Advisors616,918$29.5M3.38%-14,57713F-HRTimeline
Kopp Family Office, LLC613,035$29.3M18.57%-48013F-HRTimeline
1ST SOURCE BANK612,631$29.3M1.68%-7,09413F-HRTimeline
Cambridge Advisors Inc.609,830$29.2M6.51%+39,62413F-HRTimeline
Mountain Capital Investment Advisors In…586,393$28.5M5.9%-1,221,81113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC595,299$28.5M0.23%-121,62113F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC594,017$28.4M2.54%-27,36813F-HRTimeline
Praetorian Wealth Management, Inc.588,456$28.1M6.84%+24,84613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC587,605$28.1M0.4%+17,05413F-HRTimelineGroup
SoundView Advisors Inc.585,871$28M11.55%13F-HRTimeline
Bison Wealth, LLC585,152$28M3.42%13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding584,767$28M+22,334Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers581,228$27.8M0.05%+246,88213F-HRTimelineGroup
Brooklyn FI, LLC580,573$27.8M9.23%+51,37713F-HR/ATimeline
REAP Financial Group, LLC580,022$27.7M6.88%+16,18613F-HRTimeline
PrairieView Partners, LLC579,000$27.7M2.89%+49,04313F-HRTimeline
Capital International Investorsin group Capital International Investo…578,863$27.7M0.01%+298,81513F-HRTimelineGroup
Avior Wealth Management, LLC578,984$27.6M1.01%+28,61813F-HRTimeline
Axos Invest Inc.575,309$27.5M20.03%+54,29313F-HRTimeline
Weitzel Financial Services, Inc.570,096$27.3M12.89%+18,38213F-HRTimeline
Attessa Capital LLC570,350$27.3M18.6%13F-HRTimeline
Integris Wealth Management, LLC559,528$26.8M7.55%+58,27513F-HRTimeline
SigFig Wealth Management, LLC557,629$26.6M0.96%+20,01113F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC552,959$26.4M6.3%new13F-HRTimeline
Valeo Financial Advisors, LLC551,419$26.4M0.74%+19,18413F-HRTimeline
Caisse de depot et placement du Quebec550,000$26.3M0.05%-700,00013F-HRTimeline
Integrated Wealth Concepts LLC546,566$26.1M0.3%+72,72213F-HRTimeline
Evolution Advisers, Inc.546,033$26.1M14.27%+18,40513F-HRTimeline
Clarius Group, LLC543,767$26M1.78%+36,47013F-HRTimeline
Grey Fox Wealth Advisors, LLC540,906$25.9M7.09%+17,81113F-HRTimeline
Wiser Wealth Management, Inc538,150$25.7M7.22%+37,03813F-HRTimeline
JRM Investment Counsel, LLC533,610$25.5M9.02%-16,53113F-HRTimeline
Essential Planning, LLC.506,944$25.4M0.17%+499,88013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC531,217$25.4M7.36%13F-HRTimeline
Arax Advisory Partners530,821$25.4M1.6%+33,46013F-HRTimeline
Abound Wealth Management530,355$25.4M8.14%+45,17613F-HRTimeline
Permanent Capital Management, LP528,619$25.3M7.83%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.525,857$25.1M1.23%+10,16813F-HRTimeline
VPR Management LLC525,600$25.1M13.1%-257,20013F-HRTimeline
D'Orazio & Associates, Inc.524,563$25.1M3.7%-12,29613F-HRTimeline
Cordant, Inc.523,614$25M13.17%+10,35613F-HRTimeline
Noble Family Wealth, LLC517,281$24.7M6.81%+7,43813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC515,821$24.7M3.34%+6,40113F-HRTimeline
GHP Investment Advisors, Inc.514,663$24.6M1.15%+42213F-HRTimeline
&PARTNERS511,157$24.5M0.29%+141,80713F-HRTimeline
Summit Financial, LLC512,606$24.5M0.86%+26,42913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC510,782$24.4M2.2%+19,59213F-HRTimeline
FSA Wealth Management LLC505,794$24.2M9.82%+5,85513F-HRTimeline
Equita Financial Network, Inc.504,193$24.1M8.72%+31,60313F-HRTimeline
St. Louis Trust Co501,600$24M3.43%+6813F-HRTimeline
Garde Capital, Inc.497,324$23.8M1.57%-29,26813F-HRTimeline
Arcadia Wealth Management, LLC494,875$23.7M11.98%+33,83313F-HRTimeline
Horizon Investments, LLC493,896$23.6M0.68%+20,08613F-HRTimeline
Salomon & Ludwin, LLC493,550$23.6M2.5%-19,70813F-HRTimeline
Aufman Associates Inc493,253$23.6M15.92%+29,67713F-HRTimeline
Heritage Trust Co492,228$23.5M2.77%13F-HRTimeline
Sandy Spring Bank490,542$23.5M0.95%+25413F-HRTimeline
Affiance Financial, LLC486,169$23.2M5.56%+16,89313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp485,094$23.2M0.07%+50,93713F-HRTimelineGroup
First Horizon Advisors, Inc.483,808$23.1M0.65%-29,17413F-HRTimeline
Ballentine Capital Advisors, Inc482,359$23.1M11.95%+5,41413F-HRTimeline
Austin Private Wealth, LLC482,016$23M2.16%-26,98313F-HRTimeline
Journey Advisory Group, LLC464,106$22.9M2.75%013F-HRTimeline
CIBC WORLD MARKET INC.475,620$22.7M0.05%-5,58213F-HRTimeline
Prime Buchholz LLC473,715$22.7M7.39%13F-HRTimeline
REDW Wealth LLC471,866$22.6M7.83%-130,43813F-HRTimeline
Nelson Capital Management, LLC470,097$22.5M3.73%+4,56313F-HRTimeline
BIP Alliance, LLC470,088$22.5M9.51%13F-HRTimeline
MAYPORT, LLC469,939$22.5M6.62%+41,92513F-HRTimeline
Accredited Investors Inc.466,261$22.3M1.31%-21,19713F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC462,025$22.1M8.11%+32,84413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP460,231$22M2.05%+34,49813F-HRTimelineGroup
Sage Mountain Advisors LLC459,276$22M1.6%+68,44713F-HRTimeline
Twele Capital Management, Inc.459,018$22M4.65%+50,20313F-HRTimeline
Relyea Zuckerberg Hanson LLC458,322$21.9M2.95%-6,50213F-HRTimeline
NDVR, Inc.455,928$21.8M20.87%+45,71513F-HRTimeline
Hassell Wealth Management, LLC435,540$21.7M8.76%+9,46713F-HRTimeline
Sovereign Financial Group, Inc.452,437$21.6M4.97%+7,30713F-HRTimeline
Parallel Advisors, LLC451,162$21.6M0.49%-9,68213F-HRTimeline
Tenret Co LLC447,964$21.4M13.49%-47,55713F-HRTimeline
JFS WEALTH ADVISORS, LLC446,996$21.4M1.46%-6,58313F-HRTimeline
1900 WEALTH MANAGEMENT LLC446,576$21.4M1.79%+2,85613F-HRTimeline
Arlington Financial Advisors, LLC442,522$21.2M4.21%new13F-HRTimeline
ERn Financial, LLC441,224$21.1M3.17%+9,95313F-HRTimeline
J.W. COLE ADVISORS, INC.440,285$21.1M0.85%+18,91613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT437,067$20.9M1.37%+48,91713F-HRTimelineGroup
PINNACLE ASSOCIATES LTD435,771$20.8M0.28%-6,21713F-HRTimeline
Balentine LLC431,614$20.6M0.84%-5,71713F-HRTimeline
Hurlow Wealth Management Group, Inc.428,946$20.5M6.41%+29,14213F-HRTimeline
Simmons Bankin group Simmons Bank428,221$20.5M1.5%-15,39613F-HRTimelineGroup
HART & PATTERSON FINANCIAL GROUP LLC427,116$20.4M9.93%+16,36813F-HRTimeline
Morton Brown Family Wealth, LLC423,607$20.3M7.06%+21,12113F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co420,463$20.1M0.03%-60,25613F-HRTimelineGroup
JNBA Financial Advisors418,571$20M2.04%+41,55913F-HRTimeline
Capital Planning Advisors, LLC416,986$19.9M3.08%+12,75313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…415,117$19.9M1.86%+2,56613F-HRTimeline
Aspire Private Capital, LLC412,295$19.7M4.89%+13,90813F-HRTimeline
Wade Financial Advisory, Inc409,219$19.6M6.63%+26,15213F-HRTimeline
Zuckerman Investment Group, LLC394,983$19.5M1.87%+126,08713F-HRTimeline
Allworth Financial LP393,728$19.5M0.11%+16,78913F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…405,612$19.4M0.12%+1,02613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…405,551$19.4M0.16%+2,91013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC404,223$19.3M0.71%-1,15213F-HRTimeline
Financial Engines Advisors L.L.C.403,922$19.3M0.04%+97,60813F-HRTimeline
Carlson Capital Management400,526$19.2M0.84%+5,82013F-HRTimeline
Global Retirement Partners, LLC400,460$19.2M0.55%+10,13813F-HRTimeline
LIBRA WEALTH LLC398,966$19.1M7.42%+37,80613F-HRTimeline