Skip to content
Disclosery

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
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.986,101$56.2M2.91%-31,83713F-HRTimelineGroup
Pine Ridge Advisers LLC984,081$56.1M3.58%+59013F-HRTimeline
Jacobsen Capital Management984,060$56.1M20.65%+30,57113F-HRTimeline
Kathmere Capital Management, LLC980,792$55.9M4.31%+14,71513F-HRTimeline
Chandler Asset Management, Inc.975,046$55.6M9.88%+68,58013F-HRTimeline
Welch & Forbes LLC974,651$55.6M0.69%+15,64313F-HRTimeline
KWMG, LLC973,882$55.5M5.21%-4,51013F-HRTimeline
Financial Advisors Network, Inc.968,406$55.2M8.34%+37,34913F-HRTimeline
EP Wealth Advisors, LLC966,448$55.1M0.36%+105,66513F-HRTimeline
Oakwell Private Wealth Management, LLC964,295$55M12.66%+83,49513F-HRTimeline
Sepio Capital, LP960,387$54.8M3.9%+7,68113F-HRTimeline
Wealth Architects, LLC956,360$54.5M5.54%-21,94013F-HRTimeline
Coyle Financial Counsel LLC937,083$53.4M14.3%+27,84613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC936,976$53.4M1.21%-3,99613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC923,536$52.7M0.57%+123,05513F-HRTimelineGroup
Merit Financial Group, LLC923,302$52.6M0.59%+404,75913F-HRTimeline
Private Advisor Group, LLC913,965$52.1M0.28%+45,04413F-HRTimeline
Sequoia Financial Advisors, LLC913,767$52.1M0.36%-174,11813F-HRTimeline
Empirical Financial Services, LLC d.b.a…910,398$51.9M1.17%+40,85613F-HRTimeline
Keel Point, LLC902,998$51.5M3.41%+165,94813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding902,422$51.4M+17,353Timeline
Citizens Business Bank901,457$51.4M9.99%+53,89413F-HRTimeline
Financial Synergies Wealth Advisors, In…900,012$51.3M5.59%-34013F-HRTimeline
Composition Wealth, LLC897,817$51.2M0.86%+83,08013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC888,446$50.7M0.07%+72,32713F-HRTimelineGroup
Heartwood Wealth Advisors LLC886,057$50.5M5.27%+5,72313F-HRTimeline
TLT Family Holdco ULC883,400$50.4M3.98%13F-HRTimeline
Alesco Advisors, LLC, An ESL Co878,694$50.1M1.44%-6,68913F-HRTimeline
Seaside Wealth Management, Inc.857,699$48.9M15.56%+17,96713F-HRTimeline
ARVEST INVESTMENTS, INC.855,954$48.8M7.34%-17,76213F-HRTimeline
Riverpoint Wealth Management Holdings, …855,776$48.8M11.48%+30,34613F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC853,171$48.6M9.49%-30,46913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC846,824$48.3M0.44%+21,82313F-HRTimelineGroup
Financial Advisory Corp846,621$48.3M7.4%-12,42813F-HRTimeline
First Bank & Trust844,949$48.2M8.59%-11,59713F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC838,598$47.8M4.19%+92,89713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management837,127$47.7M0.63%+65,56013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…836,466$47.7M2.1%+88,56113F-HRTimeline
Parker Financial LLC834,042$47.6M20.54%+18,15013F-HRTimeline
Full Sail Capital, LLC823,342$46.9M2.71%+83,03413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC813,657$46.4M9.28%+27113F-HRTimeline
Steward Partners Investment Advisory, L…803,458$45.8M0.36%+10413F-HRTimeline
MERIDIAN MANAGEMENT CO810,822$45.6M12.46%+124,53513F-HRTimeline
Hanson & Doremus Investment Management794,818$45.3M6.06%+27,10413F-HRTimeline
OLIO Financial Planning794,042$45.3M14.28%+3,41713F-HRTimeline
Bryn Mawr Trust Advisors, LLC791,710$45.1M2.47%+86,74813F-HRTimeline
Gemmer Asset Management LLC787,430$44.9M3.99%+12,79713F-HRTimeline
CHAI TRUST CO LLCin group CHAI TRUST CO LLC784,979$44.8M2.74%+9,79913F-HRTimelineGroup
Sageworth Trust Co780,373$44.5M2.46%+129,92213F-HRTimeline
Matrix Trust Co780,285$44.5M7.08%+14,56013F-HRTimeline
Partners in Financial Planning778,594$44.4M8.19%-39,94313F-HRTimeline
Cliffwater LLC771,122$44M9.04%-2,51613F-HRTimeline
Bison Wealth, LLC770,228$43.9M3.47%+89,79813F-HRTimeline
LOWE BROCKENBROUGH & CO INC769,257$43.9M2.47%+64,46613F-HRTimeline
Capital Planning Advisors, LLC763,393$43.5M6.38%+340,34313F-HRTimeline
Keener Financial Planning LLC762,984$43.5M21.69%+91,13113F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC761,262$43.4M2.93%+655,97913F-HRTimeline
Trust Co759,426$43.3M4.89%+12913F-HRTimeline
Whitcomb & Hess, Inc.759,390$43.3M12.21%+1,99813F-HRTimeline
Efficient Advisors, LLC757,359$43.2M2.57%-43,10613F-HRTimeline
Mutual Advisors, LLC728,718$42.3M1.06%+16,24913F-HRTimeline
REAP Financial Group, LLC741,003$42.2M9.92%+64,13713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …736,027$42M2.74%+23,98413F-HR/ATimeline
GP Brinson Investments LLC727,210$41.5M17.68%+6,53713F-HRTimeline
MCMORGAN & CO LLC727,043$41.4M6.11%-23,60113F-HRTimeline
Laird Norton Wetherby Wealth Management…724,951$41.3M1.84%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding718,829$41M-75,222Timeline
PACK Private Wealth, LLC712,785$40.6M21.53%+19,93513F-HRTimeline
Roble, Belko & Company, Inc706,305$40.3M5.86%+47,64913F-HRTimeline
GREENWOOD GEARHART LLC703,084$40.1M2.5%new13F-HRTimeline
Beaird Harris Wealth Management, LLC696,778$39.7M3.07%+7,46813F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC697,203$39.7M8.22%+54,78613F-HRTimeline
Wolff Financial Management LLC696,012$39.7M10.25%+5,83113F-HRTimeline
Kaydan Wealth Management, Inc.694,476$39.6M12.96%+367,10713F-HRTimeline
Old Mission Investment Co LLC692,825$39.5M10.79%+12,96013F-HRTimeline
Roof Eidam Maycock Peralta, LLC684,598$39M9.62%+27,58813F-HRTimeline
J.W. COLE ADVISORS, INC.682,289$38.9M0.83%+276,04613F-HRTimeline
RPTC Inc.678,027$38.7M6.79%+3,82613F-HRTimeline
Family Firm, Inc.677,075$38.6M9.3%+4,52013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding678,937$38.2M+51,330Timeline
MBB PUBLIC MARKETS I LLC662,117$37.7M4.34%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC661,961$37.7M13.61%-8,19813F-HRTimeline
Ellenbecker Investment Group661,191$37.7M6.09%+306,43113F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…658,888$37.6M6.16%-39,66813F-HRTimeline
&PARTNERS657,857$37.5M0.29%+89,11613F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.657,352$37.5M2.65%-16,53413F-HRTimelineGroup
Mesirow Financial Investment Management…656,751$37.4M0.73%+21,44913F-HRTimeline
SoundView Advisors Inc.651,990$37.2M13.69%+48,03013F-HRTimeline
CIBC WORLD MARKET INC.651,601$37.1M0.08%+97,53913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding650,588$37.1M+78,249Timeline
Summit Financial, LLC650,132$37.1M0.84%+85,16413F-HRTimeline
Perkins Coie Trust Co646,249$36.8M6.28%+16,49813F-HRTimeline
Cascade Financial Partners, LLC646,133$36.8M4.43%+12,37013F-HRTimeline
Windward Private Wealth Management Inc.645,339$36.8M13.27%-28,13513F-HRTimeline
Clarius Group, LLC644,398$36.7M2.14%-38,62813F-HRTimeline
First Western Trust Bank631,370$36M1.62%-18,19113F-HRTimeline
Galvin, Gaustad & Stein, LLC625,110$35.6M3.07%+29,52513F-HRTimeline
JRM Investment Counsel, LLC623,253$35.5M11.42%+31,87413F-HRTimeline
Journey Advisory Group, LLC622,858$35.5M2.76%+40,71413F-HRTimeline
Nelson Capital Management, LLC621,136$35.4M4.68%+133,22013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC618,962$35.3M0.03%+41,72413F-HRTimelineGroup
Sanctuary Advisors, LLC618,606$35.3M0.22%+2,34113F-HRTimeline
1ST SOURCE BANK615,598$35.1M1.94%+6,68713F-HRTimeline
Grey Fox Wealth Advisors, LLC607,866$34.7M8.26%+35,68413F-HRTimeline
Apriem Advisors603,275$34.4M3.66%-6,86513F-HRTimeline
Weitzel Financial Services, Inc.591,661$34.2M14.49%+4,99313F-HRTimeline
Ellevest, Inc.600,028$34.2M5.46%-2,912,89813F-HRTimeline
SIMON QUICK ADVISORS, LLC596,646$34M1.72%+182,19013F-HR/ATimeline
Praetorian Wealth Management, Inc.595,170$33.9M7.81%-6,05213F-HRTimeline
PrairieView Partners, LLC589,130$33.6M3.25%+2,34513F-HRTimeline
Avior Wealth Management, LLC590,302$33.6M1.16%-93813F-HRTimeline
Noble Family Wealth, LLC587,396$33.5M8.18%+7,47913F-HRTimeline
INTRUST BANK NA585,493$33.4M2.96%-20,94013F-HRTimeline
Brooklyn FI, LLC585,121$33.4M8.55%-61,46913F-HRTimeline
Wiser Wealth Management, Inc585,007$33.4M8.35%+25,81413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC584,672$33.3M0.42%-15,30513F-HRTimelineGroup
Advisors Capital Management, LLC580,140$33.1M0.45%+15,27913F-HRTimeline
Integris Wealth Management, LLC579,108$33M8.61%-1,86913F-HRTimeline
Cambridge Advisors Inc.577,888$32.9M6.89%-31,62413F-HRTimeline
Arax Advisory Partners569,871$32.9M1.51%+13,34213F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC573,507$32.7M8.2%+1,19013F-HRTimeline
D'Orazio & Associates, Inc.568,670$32.4M4.58%+57,71813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC567,596$32.4M4.02%+51,88613F-HRTimeline
Westerkirk Capital Inc.566,250$32.3M3.98%13F-HRTimeline
Arcadia Wealth Management, LLC559,747$31.9M13.95%+37,91613F-HRTimeline
MANNING & NAPIER ADVISORS LLC559,424$31.9M0.38%-69,31413F-HRTimeline
Attessa Capital LLC556,777$31.7M20.32%-60,62613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP556,864$31.7M2.92%+77,48213F-HRTimelineGroup
Evolution Advisers, Inc.556,290$31.7M15.55%-12,30113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT552,754$31.5M11.28%+22,51113F-HRTimeline
Geneos Wealth Management Inc.552,460$31.5M0.77%-225,60413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.551,560$31.4M1.41%+12,38913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding540,519$30.8M-75,220Timeline
Valeo Financial Advisors, LLC538,438$30.7M0.76%-3,26713F-HR/ATimeline
First Horizon Advisors, Inc.537,872$30.7M0.8%+37,01313F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM603,000$30.6M4.18%013F-HRTimelineGroup
MAYPORT, LLC535,975$30.6M7.33%+8,46113F-HRTimeline
SigFig Wealth Management, LLC537,607$30.5M1.01%-11,97113F-HRTimeline
Affiance Financial, LLC531,391$30.3M6.16%+38,13113F-HRTimeline
VPR Management LLC525,600$30M14.07%013F-HRTimeline
Mascoma Wealth Management LLC522,972$29.8M6.92%-2,74313F-HRTimeline
Strid Group, LLC521,911$29.8M4.18%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…515,723$29.4M0.4%-197,23613F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT515,694$29.4M1.88%+65,10513F-HRTimelineGroup
Aufman Associates Inc515,423$29.4M18.12%+26913F-HRTimeline
Conrad Siegel Investment Advisors, Inc.514,471$29.3M6.58%+177,44013F-HRTimeline
GHP Investment Advisors, Inc.513,518$29.3M1.3%+2,07413F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp511,801$29.2M0.1%-9,11913F-HRTimelineGroup
Atria Wealth Solutions, Inc.509,311$29.1M0.66%-1,318,31613F-HRTimeline
CAPITAL ADVISORS INC/OK507,368$28.9M0.52%+498,42613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp505,319$28.8M0.66%new13F-HRTimelineGroup
Kopp Family Office, LLC504,111$28.7M18.6%-68,52413F-HRTimeline
Equita Financial Network, Inc.504,080$28.7M11.43%-51,43713F-HRTimeline
Parallel Advisors, LLC503,239$28.7M0.57%+33,37413F-HRTimeline
Sovereign Financial Group, Inc.502,099$28.6M5.9%+10,90813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers500,168$28.5M0.05%-36,66213F-HRTimelineGroup
BIP Alliance, LLC499,746$28.5M10.94%+6,15213F-HRTimeline
Garde Capital, Inc.499,246$28.5M1.52%+22,85413F-HRTimeline
Ballentine Capital Advisors, Inc497,960$28.4M13.46%-6,08613F-HRTimeline
Cordant, Inc.497,288$28.4M13.68%-30,59313F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…496,704$28.3M2.59%+77,79213F-HRTimelineGroup
Abound Wealth Management496,226$28.3M7.99%-12,69713F-HRTimeline
Montis Financial, LLC495,940$28.3M7.86%+137,26813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC495,016$28.2M2.14%-4,65913F-HRTimeline
49 WEALTH MANAGEMENT, LLC491,251$28M2.98%+69,29313F-HRTimeline
Aspen Grove Capital, LLC488,080$27.8M4.73%+140,90513F-HRTimeline
Axos Invest Inc.487,292$27.8M20.97%-44,31413F-HRTimeline
JFS WEALTH ADVISORS, LLC485,960$27.7M1.76%+20,30113F-HRTimeline
Morton Brown Family Wealth, LLC482,307$27.5M8.36%+42,50313F-HRTimeline
JNBA Financial Advisors481,406$27.4M2.64%+25,82613F-HRTimeline
Waterloo Capital, L.P.478,898$27.3M2.2%+191,23513F-HRTimeline
Signal Advisors Wealth, LLC477,690$27.2M2.13%+65,61713F-HRTimeline
Allworth Financial LP476,779$27.2M0.13%+102,51313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC476,540$27.2M0.18%-83,21613F-HRTimelineGroup
Per Stirling Capital Management, LLC.476,314$27.2M3.54%+21,89413F-HRTimeline
Salomon & Ludwin, LLC474,437$27.1M2.68%-14,58513F-HRTimeline
American Trust474,220$27M2.55%+432,25013F-HRTimeline
Abacus Planning Group, Inc.473,350$27M4.01%+45,87113F-HR/ATimeline
CWM, LLCin group CWM, LLC472,523$26.9M0.1%-4,57813F-HRTimelineGroup
PINNACLE ASSOCIATES LTD471,516$26.9M0.39%+26,37713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC471,142$26.9M0.34%new13F-HRTimeline
Jordan Park Group LLC470,806$26.8M1.74%-109,56813F-HRTimeline
St. Louis Trust Co466,124$26.6M3.54%-24,09613F-HRTimeline
Horizon Investments, LLC465,963$26.6M0.42%-5,45713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…465,739$26.6M1.37%+131,97113F-HRTimeline
Sage Mountain Advisors LLC465,615$26.5M1.73%+41,48713F-HRTimeline
Hassell Wealth Management, LLC451,454$26.4M9.65%+11,94613F-HRTimeline
Relyea Zuckerberg Hanson LLC462,926$26.4M3.09%+1,95513F-HRTimeline
Tenret Co LLC461,910$26.3M14.37%-5,29613F-HRTimeline
1900 WEALTH MANAGEMENT LLC460,205$26.2M1.98%+16,05613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC459,531$26.2M0.92%+42,20813F-HRTimeline
Trinity Financial Advisors LLC458,163$26.1M8%+14,66313F-HRTimeline
NDVR, Inc.451,501$25.7M24.13%+2,38213F-HRTimeline
Prime Buchholz LLC448,792$25.6M8.17%-10,31713F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC447,059$25.5M8.37%+9,70913F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP446,789$25.5M0.02%+416,75913F-HRTimeline
Choate Investment Advisors446,398$25.4M0.55%+86,23413F-HRTimeline
Invst, LLC446,144$25.4M3.17%+262,38613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…442,058$25.2M2.09%+19,06313F-HRTimeline
FSA Wealth Management LLC438,479$25M9.75%-27,36113F-HRTimeline