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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
Sepio Capital, LP952,706$48.4M3.83%+1,91113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC940,972$47.8M1.21%-1,76013F-HRTimeline
Wallington Asset Management, LLC933,816$47.5M6.83%+13,04013F-HRTimeline
TD Asset Management Inc933,204$47.4M0.04%+97,09113F-HRTimeline
Financial Advisors Network, Inc.931,057$47.3M7.85%+64,75213F-HRTimeline
Compound Planning, Inc.915,998$46.6M2.12%+103,74413F-HRTimeline
Coyle Financial Counsel LLC909,237$46.2M14.12%+29,26813F-HRTimeline
Chandler Asset Management, Inc.906,466$46.1M8.69%+24,06013F-HRTimeline
Financial Synergies Wealth Advisors, In…900,352$45.8M5.57%+27,81613F-HRTimeline
Alesco Advisors, LLC, An ESL Co885,383$45M1.41%-11,75713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC883,640$44.9M9.52%-66,67013F-HRTimelineGroup
Oakwell Private Wealth Management, LLC880,800$44.8M12.36%+35,30413F-HRTimeline
Heartwood Wealth Advisors LLC880,334$44.7M5.11%-31,08713F-HRTimeline
CENTRAL TRUST Co878,156$44.6M1.1%+36,43413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP874,258$44.4M<0.01%+848,83813F-HRTimelineGroup
ARVEST INVESTMENTS, INC.873,716$44.4M7%+4,31113F-HRTimeline
Empirical Financial Services, LLC d.b.a…869,542$44.2M1.14%+30,70913F-HRTimeline
Private Advisor Group, LLC868,921$44.2M0.27%-39,86113F-HRTimeline
EP Wealth Advisors, LLC860,783$43.8M0.35%-531,78313F-HRTimeline
Financial Advisory Corp859,049$43.7M7.23%-84,26513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding885,069$43.6M+6,281Timeline
First Bank & Trust856,546$43.5M8.43%-38,20513F-HRTimeline
Citizens Business Bank847,563$43.1M9.35%+114,49913F-HRTimeline
Seaside Wealth Management, Inc.839,732$42.7M15.23%+35,44413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/831,669$42.3M0.05%+76,94613F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…830,159$42.2M0.01%-368,03813F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …825,430$42M10.84%+8,76313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC825,001$41.9M0.52%+15,55913F-HRTimelineGroup
Partners in Financial Planning818,537$41.6M8.36%+54,37413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC816,119$41.5M0.06%-76,55413F-HRTimelineGroup
Parker Financial LLC815,892$41.5M19.95%+43,75413F-HRTimeline
Composition Wealth, LLC814,737$41.4M0.83%-56,05813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC813,386$41.4M9.41%-49,53913F-HRTimeline
Steward Partners Investment Advisory, L…803,354$40.8M0.36%-42,36313F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC800,481$40.7M0.47%-1,669,77713F-HRTimelineGroup
Efficient Advisors, LLC800,465$40.7M2.65%-26,36513F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding794,051$40.3M-238,238Timeline
OLIO Financial Planning790,625$40.2M13.89%+30,45613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…780,621$39.7M0.78%+68,33313F-HRTimelineGroup
CHAI TRUST CO LLCin group CHAI TRUST CO LLC775,180$39.4M2.45%+1,09513F-HRTimelineGroup
Gemmer Asset Management LLC774,633$39.4M3.94%+3,82013F-HRTimeline
Cliffwater LLC773,638$39.3M10.28%-38413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management771,567$39.2M0.56%+30,69413F-HRTimelineGroup
Hanson & Doremus Investment Management767,714$39M5.7%+42,88413F-HRTimeline
Matrix Trust Co765,725$38.9M6.57%-58013F-HRTimeline
Trust Co759,297$38.6M4.58%-25,35813F-HRTimeline
Monterey Private Wealth, Inc.759,112$38.6M11.37%+42,90313F-HRTimeline
Whitcomb & Hess, Inc.757,392$38.5M11.66%+8,80713F-HRTimeline
MCMORGAN & CO LLC750,644$38.2M6.11%+496,06713F-HRTimeline
Mountain Capital Investment Advisors In…728,594$38.1M8.17%+142,20113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…747,905$38M1.78%+60,02513F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC745,701$37.9M3.96%+455,92513F-HRTimeline
Full Sail Capital, LLC740,308$37.6M2.43%+3,87113F-HRTimeline
Keel Point, LLC737,050$37.5M2.91%+75,09513F-HRTimeline
Mutual Advisors, LLC712,469$37.4M1.07%+12,65213F-HRTimeline
GP Brinson Investments LLC720,673$36.6M16.06%-69,44713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …712,043$36.3M2.87%+30,13113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…712,959$36.2M0.53%-33,94913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC709,719$36.1M0.21%-57,75113F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC704,962$35.8M2.15%+36,59213F-HRTimeline
LOWE BROCKENBROUGH & CO INC704,791$35.8M2.36%+36,84613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…698,556$35.5M6.42%-46,12313F-HRTimeline
PACK Private Wealth, LLC692,850$35.2M20.95%-5,75613F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…691,330$35.1M0.36%+68,72813F-HRTimelineGroup
Wolff Financial Management LLC690,181$35.1M9.72%+10,75713F-HRTimeline
Beaird Harris Wealth Management, LLC689,310$35M2.98%+45,45113F-HRTimeline
MERIDIAN MANAGEMENT CO686,287$34.9M10.8%-67,91413F-HR/ATimeline
Clarius Group, LLC683,026$34.7M2.18%+139,25913F-HRTimeline
Bison Wealth, LLC680,430$34.6M3.23%+95,27813F-HRTimeline
TOWNSQUARE CAPITAL LLC680,429$34.6M0.37%-91,33313F-HRTimeline
Old Mission Investment Co LLC679,865$34.6M10.36%+17,05413F-HRTimeline
REAP Financial Group, LLC676,866$34.4M8.52%+96,84413F-HRTimeline
RPTC Inc.674,201$34.3M6.88%-2,95713F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.673,886$34.3M2.49%+40,84613F-HRTimelineGroup
Windward Private Wealth Management Inc.673,474$34.2M13.35%-38713F-HRTimeline
Family Firm, Inc.672,555$34.2M7.64%-29,67513F-HRTimeline
Keener Financial Planning LLC671,853$34.1M22.2%-32,03413F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC670,159$34.1M13.83%-31,09113F-HRTimeline
MBB PUBLIC MARKETS I LLC662,117$33.7M3.88%new13F-HR/ATimeline
Roble, Belko & Company, Inc658,656$33.5M5.34%+13,25113F-HRTimeline
Roof Eidam Maycock Peralta, LLC657,010$33.4M8.86%-83813F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…655,294$33.3M6.1%-537,77313F-HRTimelineGroup
Sageworth Trust Co650,451$33.1M2.06%+66713F-HRTimeline
First Western Trust Bank649,561$33M1.58%-41,04813F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC642,417$32.7M7.57%+89,45813F-HRTimeline
Brooklyn FI, LLC646,590$32.6M10.05%+66,01713F-HRTimeline
Mesirow Financial Investment Management…635,302$32.3M0.63%-178,76413F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co201,700$32.3M0.86%-977,05013F-HRTimelineGroup
Cascade Financial Partners, LLC633,763$32.2M4.06%-1,33013F-HRTimeline
Perkins Coie Trust Co629,751$32M7.26%+4,04613F-HRTimeline
MANNING & NAPIER ADVISORS LLC628,738$32M0.39%-5,67113F-HRTimeline
Attessa Capital LLC617,403$31.4M20.53%+47,05313F-HRTimeline
Sanctuary Advisors, LLC616,265$31.3M0.22%+10,05513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding615,739$31.3M-236,362Timeline
Apriem Advisors610,140$31M3.63%-6,77813F-HRTimeline
Cambridge Advisors Inc.609,512$31M6.79%-31813F-HRTimeline
1ST SOURCE BANK608,911$31M1.82%-3,72013F-HRTimeline
INTRUST BANK NA606,433$30.8M3.05%-62,57213F-HRTimeline
SoundView Advisors Inc.603,960$30.7M12.67%+18,08913F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM603,000$30.6M4.44%+300,00013F-HRTimelineGroup
Praetorian Wealth Management, Inc.601,222$30.6M7.45%+12,76613F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding627,607$30.5M-30,319Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC599,977$30.5M0.43%+12,37213F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC595,585$30.3M2.71%+1,56813F-HRTimeline
Permanent Capital Management, LP595,031$30.2M8.67%+66,41213F-HRTimeline
JRM Investment Counsel, LLC591,379$30.1M10.25%+57,76913F-HRTimeline
Avior Wealth Management, LLC591,240$30M1.14%+12,25613F-HRTimeline
PrairieView Partners, LLC586,785$29.8M3.11%+7,78513F-HRTimeline
Journey Advisory Group, LLC582,144$29.6M2.42%+118,03813F-HRTimeline
Integris Wealth Management, LLC580,977$29.5M8.42%+21,44913F-HRTimeline
Jordan Park Group LLC580,374$29.5M2.14%-125,51413F-HRTimeline
Noble Family Wealth, LLC579,917$29.5M8.12%+62,63613F-HRTimeline
Weitzel Financial Services, Inc.586,668$29.4M14.01%+16,57213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC577,238$29.3M0.03%+347,05613F-HRTimelineGroup
&PARTNERS568,741$29.1M0.31%+57,58413F-HRTimeline
Kopp Family Office, LLC572,635$29.1M20.12%-40,40013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding572,339$29.1M-12,428Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC572,317$29.1M8.11%+41,10013F-HRTimeline
Grey Fox Wealth Advisors, LLC572,182$29.1M7.76%+31,27613F-HRTimeline
Summit Financial, LLC564,968$28.7M0.8%+52,36213F-HRTimeline
Advisors Capital Management, LLC564,861$28.7M0.44%+279,09413F-HRTimeline
Evolution Advisers, Inc.568,591$28.6M15.06%+22,55813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC559,756$28.5M0.24%-35,54313F-HRTimelineGroup
Wiser Wealth Management, Inc559,193$28.4M7.97%+21,04313F-HRTimeline
Arax Advisory Partners556,529$28.3M1.81%+25,70813F-HRTimeline
Equita Financial Network, Inc.555,517$28.2M9.87%+51,32413F-HRTimeline
CIBC WORLD MARKET INC.554,062$28.2M0.06%+78,44213F-HRTimeline
SigFig Wealth Management, LLC549,578$27.9M1.01%-8,05113F-HRTimeline
Valeo Financial Advisors, LLC541,705$27.5M0.77%-9,71413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.539,171$27.4M1.36%+13,31413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers536,830$27.3M0.05%-44,39813F-HRTimelineGroup
Axos Invest Inc.531,606$27M20.94%-43,70313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT530,243$27M11.34%-105,07013F-HRTimeline
Fiduciary Wealth Partners, LLC529,141$26.9M23.24%13F-HRTimeline
Cordant, Inc.527,881$26.8M13.97%+4,26713F-HRTimeline
MAYPORT, LLC527,514$26.8M7.39%+57,57513F-HRTimeline
Mascoma Wealth Management LLC525,715$26.7M6.66%-118,33413F-HRTimeline
VPR Management LLC525,600$26.7M12.98%013F-HRTimeline
Arcadia Wealth Management, LLC521,831$26.5M13.09%+26,95613F-HRTimeline
Inherent Management Corp.521,437$26.5M16.13%new13F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp520,920$26.5M0.1%+35,82613F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC499,675$26.4M2.24%-11,10713F-HRTimeline
Merit Financial Group, LLC518,543$26.4M0.4%-356,57113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC515,710$26.2M3.56%-11113F-HRTimeline
Aufman Associates Inc515,154$26.2M18%+21,90113F-HRTimeline
GHP Investment Advisors, Inc.511,444$26M1.25%-3,21913F-HRTimeline
D'Orazio & Associates, Inc.510,952$26M3.96%-13,61113F-HRTimeline
Abound Wealth Management508,923$25.9M8.63%-21,43213F-HRTimeline
Sandy Spring Bank504,215$25.6M1.08%+13,67313F-HRTimeline
Ballentine Capital Advisors, Inc504,046$25.6M13%+21,68713F-HRTimeline
First Horizon Advisors, Inc.500,859$25.5M0.72%+17,05113F-HRTimeline
BIP Alliance, LLC493,594$25.1M10.61%+23,50613F-HRTimeline
Affiance Financial, LLC493,260$25.1M5.84%+7,09113F-HRTimeline
Sovereign Financial Group, Inc.491,191$25M5.75%+38,75413F-HRTimeline
St. Louis Trust Co490,220$24.9M3.61%-11,38013F-HRTimeline
Salomon & Ludwin, LLC489,022$24.9M2.65%-4,52813F-HRTimeline
Nelson Capital Management, LLC487,916$24.8M4.28%+17,81913F-HRTimeline
TOEWS CORP /ADV484,567$24.6M10.88%+476,07013F-HRTimeline
ERn Financial, LLC479,690$24.4M3.85%+38,46613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP479,382$24.4M2.33%+19,15113F-HRTimelineGroup
CWM, LLCin group CWM, LLC477,101$24.3M0.1%+328,03313F-HRTimelineGroup
Garde Capital, Inc.476,392$24.2M1.39%-20,93213F-HRTimeline
Horizon Investments, LLC471,420$24M0.71%-22,47613F-HRTimeline
Parallel Advisors, LLC469,865$23.9M0.54%+18,70313F-HRTimeline
Tenret Co LLC467,206$23.7M14.4%+19,24213F-HRTimeline
FSA Wealth Management LLC465,840$23.7M10.05%-39,95413F-HRTimeline
JFS WEALTH ADVISORS, LLC465,659$23.7M1.6%+18,66313F-HRTimeline
Copperwynd Financial, LLC465,658$23.7M6.53%+461,02213F-HRTimeline
Relyea Zuckerberg Hanson LLC460,971$23.4M3.16%+2,64913F-HRTimeline
Prime Buchholz LLC459,109$23.3M8.15%-14,60613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/45,777$23.3M<0.01%new13F-HRTimeline
JNBA Financial Advisors455,580$23.2M2.4%+37,00913F-HRTimeline
Per Stirling Capital Management, LLC.454,420$23.1M3.32%+228,63213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT450,589$22.9M1.52%+13,52213F-HRTimelineGroup
NDVR, Inc.449,119$22.8M23.29%-6,80913F-HRTimeline
PINNACLE ASSOCIATES LTD445,139$22.6M0.33%+9,36813F-HRTimeline
1900 WEALTH MANAGEMENT LLC444,149$22.6M1.88%-2,42713F-HRTimeline
Morton Brown Family Wealth, LLC439,804$22.4M7.6%+16,19713F-HRTimeline
Twele Capital Management, Inc.439,635$22.3M4.74%-19,38313F-HRTimeline
REDW Wealth LLC438,326$22.3M8.29%-33,54013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC437,350$22.2M8.02%-24,67513F-HRTimeline
Trinity Financial Advisors LLC443,500$22.2M8.01%+44,82913F-HR/ATimeline
LIBRA WEALTH LLC434,584$22.1M8.29%+35,61813F-HRTimeline
Hassell Wealth Management, LLC439,508$22M9.37%+3,96813F-HRTimeline
Hurlow Wealth Management Group, Inc.431,077$21.9M6.85%+2,13113F-HRTimeline
Abacus Planning Group, Inc.427,479$21.7M3.81%+35,42013F-HRTimeline
Heritage Trust Co425,649$21.6M2.62%-66,57913F-HRTimeline
Sage Mountain Advisors LLC424,128$21.6M1.59%-35,14813F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…423,681$21.5M19.15%+87,58513F-HRTimeline
Capital Planning Advisors, LLC423,050$21.5M3.32%+6,06413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…422,995$21.5M2.01%+7,87813F-HRTimeline
IEQ CAPITAL, LLC422,279$21.5M0.17%+193,00013F-HRTimeline
49 WEALTH MANAGEMENT, LLC421,958$21.4M2.58%+385,72413F-HRTimeline
Simmons Bankin group Simmons Bank420,162$21.4M1.61%-8,05913F-HRTimelineGroup
Modern Wealth Management, LLC419,324$21.3M0.68%+402,97313F-HR/ATimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…418,912$21.3M2.22%+81,34613F-HRTimelineGroup
Wade Financial Advisory, Inc418,759$21.3M7.29%+9,54013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC417,323$21.2M0.79%+13,10013F-HRTimeline
Balentine LLC414,759$21.1M0.88%-16,85513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…414,500$21.1M0.13%+8,88813F-HRTimeline