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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
Bear Mountain Capital, Inc.383,350$19.1M7.42%+20,13413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC398,218$19M1.5%-31,80813F-HRTimeline
Trinity Financial Advisors LLC398,671$19M7.23%+191,90913F-HRTimeline
World Investment Advisors397,679$19M0.52%+19,74913F-HRTimeline
Fiduciary Group, LLC396,721$19M1.9%-6,00513F-HRTimeline
SIMON QUICK ADVISORS, LLC393,530$18.8M1.13%-6,29313F-HRTimeline
Echo45 Advisors LLC391,396$18.8M12.33%+79,61713F-HRTimeline
Abacus Planning Group, Inc.392,059$18.7M3.3%-73413F-HRTimeline
Beirne Wealth Consulting Services, LLC389,634$18.6M6.72%+5,68413F-HRTimeline
DRAVO BAY LLC387,269$18.5M8.98%+17,63313F-HRTimeline
MYECFO, LLC386,643$18.5M9.98%+23,33613F-HRTimeline
Bay Harbor Wealth Management, LLC386,260$18.5M6%-6,26613F-HRTimeline
P/E Global LLC385,419$18.4M4.15%new13F-HRTimeline
ANDERSON HOAGLAND & CO379,147$18.4M1.89%-14013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC384,531$18.4M7.52%+12,71813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC383,017$18.3M6.49%+25,12513F-HRTimeline
Hudock, Inc.381,904$18.3M3.19%+4,69013F-HRTimeline
F/m Investments LLC381,187$18.2M0.67%+59,37513F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…380,741$18.2M2.05%+260,86413F-HRTimelineGroup
Level Financial Advisors378,711$18.1M6.65%+35,31313F-HRTimeline
ADVOCATE GROUP LLC377,164$18M3.4%+28,48513F-HRTimeline
AdvisorNet Financial, Inc376,019$18M1.51%+34,31513F-HRTimeline
Operose Advisors LLC374,721$17.9M6.13%+73,58613F-HRTimeline
Iron Horse Wealth Management, LLC372,555$17.8M5.98%+17,83413F-HRTimeline
Independent Advisor Alliance371,735$17.8M0.24%+366,76613F-HRTimeline
Stephenson & Company, Inc.369,066$17.6M11.88%+19,83313F-HRTimeline
Intergy Private Wealth, LLC368,981$17.6M6.58%+16,66213F-HRTimeline
KALEIDOSCOPE CAPITAL LP368,980$17.6M17.32%13F-HRTimeline
Bricktown Capital, LLC368,350$17.6M3.68%-7,20513F-HRTimeline
PITTENGER & ANDERSON INC367,807$17.6M0.64%+2,91513F-HRTimeline
Choate Investment Advisors366,170$17.5M0.42%+25,15613F-HRTimeline
Empower Advisory Group, LLC364,841$17.4M0.06%+2,39113F-HRTimeline
Wealth Forward, LLC361,304$17.3M12.19%+20,63013F-HRTimeline
Waterford Advisors, LLC359,510$17.2M8.75%+20,82313F-HRTimeline
Guardian Wealth Advisors, LLC359,416$17.2M11.01%+12,54813F-HRTimeline
Ellenbecker Investment Group356,203$17M3.05%-26,33313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO355,412$17M0.31%-10,96013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…355,183$17M2.32%-98213F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …354,579$17M0.01%+190,73213F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC353,117$16.9M1.61%-4,08013F-HRTimeline
Aspen Grove Capital, LLC352,247$16.8M3.57%+56,66813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC352,084$16.8M2.43%+33,66513F-HRTimeline
HARBOUR INVESTMENTS, INC.351,235$16.8M0.48%+23,22313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC350,920$16.8M1.32%-2,82713F-HRTimeline
NewSquare Capital LLC347,533$16.6M1.33%+89613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC346,117$16.6M4.06%-36,87713F-HRTimeline
Rossmore Private Capital340,655$16.5M2.04%-3,37113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…344,194$16.5M1.63%-4,51313F-HRTimelineGroup
VestGen Investment Management343,534$16.4M4.48%-62613F-HRTimeline
Plancorp, LLC342,528$16.4M0.67%+20,86113F-HRTimeline
Parkside Advisors LLC341,657$16.3M3.85%+4,57513F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…337,566$16.1M1.69%+98,78913F-HRTimelineGroup
Signal Advisors Wealth, LLC337,150$16.1M1.82%+103,75413F-HRTimeline
Wealthspire Retirement, LLC336,950$16.1M1.27%+24,07513F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…336,096$16.1M16.07%+95,53113F-HRTimeline
Level Wealth Management LLC334,862$16M11.31%13F-HR/ATimeline
Aletheian Wealth Advisors LLC334,208$16M9.45%+3,80313F-HRTimeline
MOTIVE WEALTH ADVISORS333,745$16M8.57%+36,77713F-HRTimeline
American Money Management, LLC333,119$15.9M3.11%+5,34513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT332,229$15.9M0.47%-6,39413F-HRTimeline
Caprock Group, LLC332,203$15.9M0.52%+3,65213F-HRTimeline
ATMOS ADVISORY, LLC330,395$15.8M10.97%+14,89813F-HRTimeline
Sand Hill Global Advisors, LLC329,818$15.8M0.67%+25,97013F-HRTimeline
Cornerstone Wealth Advisors, Inc.327,032$15.6M4.29%+21,84813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.326,195$15.6M0.16%+52,13113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…326,179$15.6M0.81%+14,32713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC326,114$15.6M0.66%-1,64013F-HRTimeline
MATHER GROUP, LLC.325,684$15.6M0.2%-14,64613F-HRTimeline
RAELIPSKIE PARTNERSHIP324,389$15.5M7.71%-11,93013F-HRTimeline
Monument Capital Management323,896$15.5M4.27%-2,38613F-HRTimeline
SilverOak Wealth Management LLC321,015$15.4M3.3%+22,17913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources315,403$15.1M<0.01%-26,30013F-HRTimelineGroup
Fort Point Capital Partners LLC314,566$15M1.68%-234,91313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC314,464$15M1.2%+303,67313F-HRTimeline
Advisory Services Network, LLC310,550$14.9M0.28%+13,36713F-HRTimeline
ORG Partners LLC310,020$14.8M2.01%+15,85313F-HRTimeline
Telos Capital Management, Inc.309,193$14.8M1.58%-97313F-HRTimeline
Latigo Investments, LLC306,975$14.7M7.47%013F-HRTimeline
Summit Wealth Group, LLC305,462$14.6M4.23%+13,90713F-HRTimeline
Argent Trust Co305,015$14.6M0.59%+25513F-HRTimeline
MACKENZIE FINANCIAL CORP304,816$14.6M0.02%+127,58313F-HR/ATimeline
Geneos Wealth Management Inc.303,404$14.5M0.51%+7,04813F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM303,000$14.5M2.34%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.300,753$14.4M0.14%+6,75313F-HRTimelineGroup
Arcataur Capital Management LLC299,992$14.3M4.84%+52,01813F-HRTimeline
B. Riley Wealth Advisors, Inc.299,731$14.3M0.47%-50,49613F-HRTimeline
Portland Global Advisors LLC299,599$14.3M1.81%-49713F-HRTimeline
Bordeaux Wealth Advisors LLC299,133$14.3M2.3%+10,80313F-HR/ATimeline
One Degree Advisors Inc280,638$14.2M5.79%+12,02113F-HRTimeline
Regal Investment Advisors LLC297,565$14.2M1.07%+21,32813F-HRTimeline
Perigon Wealth Management, LLC293,526$14.2M0.35%-18,02513F-HRTimeline
Rodgers & Associates, LTD293,536$14M1.67%+17,72713F-HRTimeline
Focus Financial Network, Inc.292,171$14M0.56%+110,15513F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC289,776$13.9M1.43%+21,66013F-HRTimeline
PFG Private Wealth Management, LLC287,322$13.7M7.82%+22,61013F-HRTimeline
Inlight Wealth Management, LLC287,055$13.7M9.05%13F-HRTimeline
RIVERSEDGE ADVISORS, LLC286,398$13.7M3.1%+3,93213F-HRTimeline
Montis Financial, LLC286,009$13.7M4.22%+12,69213F-HRTimeline
Advisors Capital Management, LLC285,767$13.7M0.21%+8,19013F-HRTimeline
HT Partners LLC285,594$13.7M4.64%-43,57913F-HRTimeline
Wind River Trust Co285,233$13.6M5.36%-16,57913F-HRTimeline
Marathon Mission, Inc.284,069$13.6M9.25%+10,19513F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC281,582$13.5M8.63%+11,74013F-HRTimeline
Discipline Wealth Solutions, LLC280,762$13.4M6.22%+38,44113F-HRTimeline
Capasso Planning Partners LLC280,365$13.4M5.36%-37,69513F-HRTimeline
Texas Capital Bank Wealth Management Se…279,442$13.4M1.37%-65,20713F-HRTimeline
NWAM LLC278,071$13.3M0.82%+5,64313F-HRTimeline
MBM WEALTH CONSULTANTS, LLC278,588$13.3M3.96%+9,60113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT276,919$13.2M0.22%+3,72913F-HRTimeline
Applied Capital LLC276,756$13.2M6.8%+2,02013F-HRTimeline
Penney Financial, LLC276,148$13.2M8.86%+10,45513F-HRTimeline
BAILARD, INC.275,568$13.2M0.34%+35,49713F-HRTimeline
Nadler Financial Group, Inc.275,217$13.2M1.39%+1,38613F-HRTimeline
Rialto Wealth Management, LLC272,274$13M4.3%13F-HRTimeline
CoreCap Advisors, LLC271,716$13M0.59%+25,28413F-HRTimeline
One Day In July LLC271,271$13M1.36%+6,93313F-HRTimeline
Clearstead Advisors, LLC271,238$13M0.2%+18,61813F-HRTimeline
Cherry Tree Wealth Management, LLC269,602$12.9M3.19%-60113F-HRTimeline
Wealth Management Strategies, Inc.268,841$12.9M9.83%13F-HR/ATimeline
Topsail Wealth Management, LLC268,573$12.8M2.74%13F-HRTimeline
CW Advisors, LLC267,964$12.8M0.18%+17,86913F-HRTimeline
RFG Advisory, LLC267,918$12.8M0.36%+14,73713F-HRTimeline
Integrity Wealth Solutions LLC266,675$12.8M7.14%+14,44613F-HRTimeline
Drucker Wealth 3.0, LLC266,349$12.7M2.94%+13,25413F-HR/ATimeline
SMITH, MOORE & CO.265,515$12.7M1.16%+1,69113F-HRTimeline
Smith & Howard Wealth Management, LLC265,375$12.7M3.59%+11,27813F-HRTimeline
Battery Global Advisors, LLC264,500$12.6M6.76%+28,97113F-HRTimeline
Kearns & Associates LLC264,383$12.6M8.17%+9,39313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC263,935$12.6M0.02%+199,22713F-HRTimelineGroup
Mittelman Wealth Management261,338$12.5M11.63%-128,12713F-HRTimeline
Retirement Wealth Solutions LLC261,758$12.4M10.52%13F-HRTimeline
Sterling Wealth Management, Inc.259,312$12.4M4.58%+15,65613F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.259,076$12.4M2.7%-15613F-HRTimeline
Tilson Financial Group, Inc.258,603$12.4M5.05%+12,96413F-HRTimeline
ADE, LLC258,329$12.4M7.58%+21,06413F-HRTimeline
Payne Capital Management, LLC257,968$12.3M5.32%13F-HRTimeline
WARNER FINANCIAL, INC257,836$12.3M5.3%+4,40313F-HRTimeline
CFS Investment Advisory Services, LLC257,279$12.3M1.1%+28,32313F-HRTimeline
FMA Wealth Management, LLC257,187$12.3M9.15%+2,14613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC256,727$12.3M0.1%+1,31713F-HRTimeline
Gordian Advisors LLC256,489$12.3M9.71%+15,43613F-HRTimeline
MCMORGAN & CO LLC254,577$12.2M1.88%new13F-HRTimeline
Waterloo Capital, L.P.254,234$12.2M1.28%+7,79713F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC252,283$12.1M5.73%+19,50013F-HRTimeline
Rinkey Investments251,958$12M3.86%+127,35813F-HRTimeline
YANKCOM Partnership251,844$12M6.44%13F-HRTimeline
Whitegate Investment Counselors, Inc.250,390$12M4.1%-83,58813F-HRTimeline
Omnia Family Wealth, LLC249,676$11.9M4.93%+21,22213F-HR/ATimeline
5th Street Advisors, LLC249,611$11.9M6.21%+95213F-HRTimeline
MOLLER WEALTH PARTNERS249,128$11.9M3.13%+6,41013F-HRTimeline
ARIEL INVESTMENTS, LLC249,089$11.9M0.13%new13F-HRTimeline
Kings Path Partners LLC247,121$11.8M5.05%+10,31213F-HRTimeline
Towerpoint Wealth, LLC247,005$11.8M5.79%-7,20913F-HRTimeline
Bristlecone Advisors, LLC244,419$11.7M0.91%+69413F-HRTimeline
BRIGHTON JONES LLC243,622$11.6M0.34%+107,64913F-HR/ATimeline
Ausdal Financial Partners, Inc.243,384$11.6M1.01%+18,56913F-HRTimeline
Crestmont Private Wealth LLC242,048$11.6M5.21%+9,97013F-HRTimeline
Hiley Hunt Wealth Management241,885$11.6M6.42%+17,17113F-HRTimeline
Breed's Hill Capital LLC240,724$11.5M6.02%+156,49713F-HRTimeline
AGILIS PARTNERS LLC240,338$11.5M3.46%+10,37813F-HRTimeline
CENTRAL BANK & TRUST CO238,476$11.4M1.73%+10713F-HRTimeline
GILL CAPITAL PARTNERS, LLC237,841$11.4M4.08%+9,39613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS237,481$11.4M0.01%+234,22613F-HRTimelineGroup
SIGNAL TREE FINANCIAL PARTNERS LLC237,217$11.3M13.31%13F-HRTimeline
Asset Allocation Strategies LLC223,056$11.3M2.73%+77,68413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…235,566$11.3M0.25%+6,13913F-HRTimelineGroup
Hobart Private Capital, LLC234,067$11.2M2.78%+9,81513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…234,037$11.2M0.28%+4,33813F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC233,629$11.2M3.07%+5,45513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC233,179$11.2M0.63%-2,95713F-HR/ATimeline
AMARA FINANCIAL, LLC.233,148$11.1M10.29%+37,43413F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC233,000$11.1M9.42%013F-HRTimeline
Wealth Alliance Advisory Group, LLC232,351$11.1M2.35%+3,97313F-HRTimeline
White Wing Wealth Management230,849$11M8.21%+10,65113F-HRTimeline
CSM Advisors, LLC230,560$11M0.52%-23,51813F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC230,182$11M0.01%+85,31113F-HRTimelineGroup
Seven Post Investment Office LP230,137$11M4.21%+3,40613F-HRTimeline
HB Wealth Management, LLC229,526$11M0.11%+44,20413F-HRTimeline
IEQ CAPITAL, LLC229,279$11M0.11%+91,77713F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC229,169$11M0.04%new13F-HR/ATimeline
Values Added Financial LLC227,812$10.9M6.3%-10,95413F-HRTimeline
FUTURE YOU WEALTH LLC227,132$10.9M7.69%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…227,092$10.9M0.29%+4,98413F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC226,988$10.9M3.54%+7,18513F-HRTimeline
Tenon Financial LLC227,131$10.8M7.02%-4,61613F-HRTimeline
Strategic Financial Concepts, LLC226,653$10.8M2.08%+42,85613F-HR/ATimeline
Rareview Capital LLC204,750$10.8M7.82%+10,37713F-HRTimeline
Per Stirling Capital Management, LLC.225,788$10.8M1.53%+3,81113F-HRTimeline
Chesley Taft & Associates LLC225,635$10.8M0.5%+1,51213F-HRTimeline
AllSquare Wealth Management LLC225,394$10.8M6.2%-3,49313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding225,174$10.8M-3,105Timeline
Martel Wealth Advisors LLC224,625$10.7M2.1%-6,23213F-HRTimeline
Fairway Wealth LLC224,378$10.7M4.83%+2,75813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …221,944$10.6M0.16%+8,98913F-HRTimelineGroup
InvesTrust220,470$10.5M2.93%13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK199,278$10.5M0.94%013F-HRTimeline
Ebor Charitable Trust219,629$10.5M22.27%-7,18113F-HRTimeline
FCA CORP /TX218,993$10.5M3.27%+4,80013F-HRTimeline
Unconventional Investor, LLC218,190$10.4M6.3%+4,78713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC217,901$10.4M1.3%-73413F-HRTimeline