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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
IFG Advisors, LLC217,598$10.4M2.07%+6,29513F-HRTimeline
Gould Capital, LLC217,105$10.4M7.22%-76413F-HRTimeline
Ashton Thomas Private Wealth, LLC216,231$10.3M0.4%+16,01313F-HRTimeline
SignalPoint Asset Management, LLC215,758$10.3M2.51%+70,59113F-HRTimeline
Aerodigm Wealth, LLC211,568$10.1M6.04%-5,45513F-HRTimeline
VCI Wealth Management LLC210,914$10.1M4.28%+16,39213F-HR/ATimeline
Auour Investments LLC201,772$10.1M3.52%+4,28213F-HRTimeline
Evercore Wealth Management, LLC210,486$10.1M0.15%+4,03113F-HRTimeline
Gutierrez Wealth Advisory, LLC209,696$10M8.27%13F-HR/ATimeline
Snowden Capital Advisors LLC209,657$10M0.31%+3,62113F-HRTimeline
Horizons Wealth Management208,612$9.98M7.74%+1,59913F-HRTimeline
Eagle Bay Advisors LLC208,466$9.97M6.27%-9,38113F-HRTimeline
Objectivity Squared, LLC208,916$9.93M6.9%+8,98413F-HRTimeline
MATRIX ASSET ADVISORS INC/NY207,181$9.91M1.08%+26,77413F-HRTimeline
FIRST MANHATTAN CO. LLC.206,338$9.87M0.03%+11,04713F-HRTimeline
Frisco Financial Planning LLC204,854$9.8M9.68%13F-HRTimeline
FF Advisors,LLC194,664$9.73M6.68%-9,36913F-HRTimeline
Safeguard Financial, LLC203,058$9.71M2.11%-16,69513F-HRTimeline
Sterling Group Wealth Management, LLC201,841$9.65M5.01%-3,46013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/199,809$9.55M2.01%+39,35913F-HRTimeline
Symmetry Partners, LLC199,496$9.54M1.36%+39,59413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC199,299$9.53M1.1%-100,33313F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO199,122$9.52M0.17%+16,57613F-HRTimeline
SBI Securities Co., Ltd.198,479$9.49M0.29%13F-HRTimeline
OneDigital Investment Advisors LLC198,178$9.48M0.11%+6,06713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.197,903$9.46M4.96%+6,45013F-HRTimeline
Clarity Wealth Development LLC189,452$9.46M10.27%13F-HRTimeline
Johnson Bixby & Associates, LLC196,697$9.41M1.44%-25,86813F-HRTimeline
CAMDEN NATIONAL BANK196,419$9.39M1.41%+10,21013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lansing Street Advisors196,322$9.39M3.27%+22,28813F-HRTimeline
K2 Financial Inc.197,836$9.38M9.32%13F-HRTimeline
1834 INVESTMENT ADVISORS CO195,919$9.37M1.19%-19,91413F-HRTimeline
WESCAP Management Group, Inc.195,856$9.37M2.27%+6,53013F-HRTimeline
Mondrian Investment Partners LTD187,243$9.35M0.15%-56,76713F-HR/ATimeline
Opus Capital Group, LLC195,421$9.35M1.19%+10,60713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding195,307$9.34M+53,962Timeline
BKM Wealth Management, LLC195,252$9.34M3.83%+3,84013F-HRTimeline
Forbes Financial Planning, Inc.194,225$9.29M4.5%+49313F-HRTimeline
NISA INVESTMENT ADVISORS, LLC193,780$9.27M0.04%013F-HRTimeline
Goldstone Financial Group, LLC193,328$9.24M1.45%+14,57313F-HRTimeline
JMAC ENTERPRISES LLC192,807$9.22M1.45%+12,99013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI192,653$9.21M0.66%-60,56913F-HRTimeline
Elevated Capital Advisors, LLC192,444$9.2M2.51%+12,02613F-HRTimeline
BIRCHBROOK, INC.192,353$9.2M5.23%+3,30413F-HRTimeline
Centerline Wealth Advisors, LLC192,069$9.19M5.39%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC192,149$9.19M0.23%+23,66413F-HRTimeline
INVESTMENT PARTNERS, LTD.191,734$9.17M3.78%+19,85013F-HRTimeline
AE Wealth Management LLC191,176$9.14M0.08%-9,43713F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC184,622$9.14M2.36%-1,47813F-HR/ATimeline
Highview Capital Management LLC/DE/190,918$9.13M3.51%+6,28213F-HR/ATimeline
OKABENA INVESTMENT SERVICES INC189,977$9.08M2.52%+34,00113F-HRTimeline
STALEY CAPITAL ADVISERS INC188,742$9.03M0.4%-49,43013F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV188,704$9.02M2.76%+13013F-HRTimeline
CBIZ Investment Advisory Services, LLC188,498$9.01M0.45%+6,87013F-HRTimeline
Integrated Advisors Network LLC188,318$9.01M0.43%+4,35513F-HRTimeline
Consolidated Portfolio Review Corp187,352$8.96M1.42%+9,09813F-HRTimeline
Aurelius Family Office LLC187,302$8.96M4.52%13F-HRTimeline
CGN Advisors LLC186,421$8.91M0.87%+13,94913F-HRTimeline
Dorsey & Whitney Trust CO LLC185,913$8.89M0.49%+96,72013F-HRTimeline
Manske Wealth Management184,801$8.84M3.51%13F-HRTimeline
Trust Co of the South184,416$8.82M1.8%+23,66613F-HRTimeline
Rockbridge Investment Management, LCC182,997$8.75M1.12%-7,59313F-HRTimeline
NewEdge Wealth, LLC182,836$8.74M0.15%-2,65513F-HRTimeline
Dynasty Wealth Management, LLC182,253$8.72M0.15%+5,67913F-HRTimeline
Tarbox Family Office, Inc.181,998$8.7M1.44%+26213F-HRTimeline
RiverGlades Family Offices LLC181,797$8.69M6.21%+1,55513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC180,908$8.65M5.13%+72,44113F-HRTimeline
Vise Technologies, Inc.180,852$8.65M0.72%+23,13013F-HRTimeline
Integrated Investment Consultants, LLC180,498$8.63M1.78%+27013F-HR/ATimeline
Avant Financial Advisors LLC179,338$8.58M7.88%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC179,276$8.57M0.01%-32,68813F-HRTimelineGroup
Etesian Wealth Advisors, Inc.179,092$8.56M3.79%+3,09213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC178,908$8.56M0.15%-44,47613F-HRTimelineGroup
First Heartland Consultants, Inc.178,801$8.55M0.88%+19,17013F-HRTimeline
Mission Hills Financial Advisory, LLC178,687$8.54M6.63%+23,50113F-HRTimeline
Von Berge Wealth Management Group, LLC169,224$8.53M5.16%+7,13413F-HRTimeline
Monument Group Wealth Advisors, LLC177,358$8.48M6%-14,09813F-HRTimeline
Trace Wealth Advisors, LLC176,327$8.43M7.56%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC175,907$8.41M0.63%-8,55013F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI175,880$8.41M0.46%-1,49913F-HRTimeline
New Hampshire Trust173,827$8.31M1.75%+29,36713F-HRTimeline
Stonehearth Capital Management, LLC173,372$8.29M3.32%+7,81113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC172,761$8.26M2.08%+2,23013F-HRTimeline
Tortoise Investment Management, LLC172,553$8.25M0.87%-4,85013F-HR/ATimeline
BluePointe Capital Management, LLC172,050$8.23M4.71%+78,42413F-HRTimeline
Global Strategic Investment Solutions, …171,617$8.21M0.96%-17,01913F-HRTimeline
Shotwell Rutter Baer Inc171,984$8.17M6.89%+7,27313F-HRTimeline
Schneider Downs Wealth Management Advis…170,820$8.17M1.54%+9,86713F-HRTimeline
First Bancorp, Inc /ME/170,577$8.16M5.58%+3,42713F-HRTimeline
IFP Advisors, Inc169,897$8.12M0.27%+14,44013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC168,983$8.08M4.09%-1,79113F-HRTimeline
Frank, Rimerman Advisors LLC168,831$8.07M0.59%-1,31713F-HRTimeline
Roth Financial Partners LLC168,499$8.06M3.21%+5,02113F-HRTimeline
Sunesis Advisors, LLC168,029$8.04M4.88%+5,12713F-HRTimeline
TRUST CO OF VERMONT167,561$8.01M0.39%+6,92613F-HRTimeline
PFW Advisors LLC167,199$8M2.46%13F-HRTimeline
Rosenberg Matthew Hamilton166,743$7.97M2.07%+8,43513F-HRTimeline
Cadence Bank166,206$7.95M0.54%+10,13313F-HRTimeline
Prosperity Consulting Group, LLC166,061$7.94M0.6%-11,70713F-HRTimeline
DBK Financial Counsel, LLC165,224$7.9M7.96%+44113F-HRTimeline
Paulson Wealth Management Inc.164,762$7.88M2.15%-10,91513F-HRTimeline
Newport Capital Group, LLC163,510$7.82M5.76%+2,67513F-HRTimeline
Kraft, Davis & Associates, LLC153,781$7.79M2.23%-12,67413F-HRTimeline
Black Diamond Financial, LLC161,503$7.72M1.16%+14,31513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT161,467$7.72M0.34%-10,17613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.160,540$7.68M3.08%-3,14113F-HRTimeline
MESIROW FINANCIAL INVESTMENT MANAGEMENT…160,036$7.65M7.78%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC159,086$7.61M0.25%+16,97213F-HRTimeline
Prudent Man Advisors, LLC153,396$7.6M2.76%-15,59513F-HRTimeline
Security Financial Services, INC.158,596$7.58M1.54%+4,99013F-HRTimeline
Michelson Medical Research Foundation, …158,160$7.56M6.34%-203,00013F-HRTimeline
American Investment Services, Inc.158,137$7.56M1.34%+5,66113F-HR/ATimeline
PITCAIRN COin group PITCAIRN CO157,132$7.51M0.44%+69113F-HRTimelineGroup
Avidian Wealth Enterprises, LLC155,864$7.45M0.33%+15,63413F-HRTimeline
Peninsula Wealth, LLC155,325$7.43M1.27%-6,50813F-HRTimeline
Plum Street Advisors, LLC154,937$7.41M3.66%+5,44913F-HRTimeline
Sigma Planning Corp154,190$7.37M0.23%+4,11613F-HRTimeline
Roberts Wealth Advisors, LLC152,900$7.37M2.24%-12813F-HRTimeline
Fonville Wealth Management LLC153,809$7.36M2.43%+7,04113F-HRTimeline
MYCIO WEALTH PARTNERS, LLC152,712$7.3M1.75%-1,54513F-HRTimeline
Windsor Capital Management, LLC151,992$7.27M2.16%-98813F-HRTimeline
Sandy Cove Advisors, LLC151,611$7.25M2.85%+2,69513F-HRTimeline
Zhang Financial LLC151,363$7.24M0.41%-38113F-HRTimeline
National Philanthropic Trust151,304$7.24M0.1%+7,20213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC151,044$7.22M0.05%-58513F-HRTimeline
MJP ASSOCIATES INC /ADV150,627$7.2M1.29%+5,22213F-HRTimeline
Koshinski Asset Management, Inc.149,442$7.15M0.64%-44,75113F-HRTimeline
CWM, LLCin group CWM, LLC149,068$7.13M0.03%+23,42813F-HRTimelineGroup
SELDON CAPITAL LP149,017$7.13M2.92%013F-HRTimeline
ASPIRIANT, LLC148,964$7.12M0.26%+3,78113F-HRTimeline
BlueSky Wealth Advisors, LLC148,537$7.1M1.11%+29,17913F-HRTimeline
Obermeyer Wealth Partners148,484$7.1M0.37%-3,67213F-HRTimeline
Conservest Capital Advisors, Inc.147,666$7.06M0.73%+1,07013F-HRTimeline
MSH Capital Advisors LLC145,399$6.95M2.19%-2,98613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.144,175$6.89M0.17%-2,70013F-HRTimelineGroup
Waldron Private Wealth LLC143,746$6.87M0.28%+3,53113F-HRTimeline
Campion Asset Management143,683$6.87M5.19%+6,31813F-HRTimeline
MGO ONE SEVEN LLC143,578$6.87M0.26%+13,56913F-HRTimeline
KITCHING PARTNERS, LLC142,337$6.81M8.71%+13,38713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/141,911$6.79M3.19%+51,17213F-HRTimelineGroup
Elmwood Wealth Management, Inc.141,468$6.77M2.73%-1,01813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV141,261$6.76M0.49%+1,60613F-HRTimeline
Procyon Advisors, LLC141,138$6.75M0.43%+15,98013F-HRTimeline
Atlatl Advisers LLC140,834$6.73M3.95%13F-HRTimeline
FIRST FINANCIAL CORP /IN/140,662$6.73M3.13%+14,26913F-HRTimeline
Manchester Capital Management LLC139,476$6.67M0.77%+20,57613F-HRTimeline
Beacon Financial Strategies CORP139,339$6.66M4.45%+6,53213F-HRTimeline
CVA Family Office, LLC139,116$6.65M1.05%-34,72013F-HRTimeline
Enclave Advisors LLC138,933$6.64M1.09%+52,72913F-HRTimeline
Three Bridge Wealth Advisors, LLC138,219$6.61M2.31%+129,12713F-HRTimeline
ASSET PLANNING CORPORATION137,849$6.59M4.13%+52013F-HRTimeline
Opes Wealth Management LLC137,616$6.58M1.35%+6,17913F-HRTimeline
Topel & Distasi Wealth Management, LLC137,113$6.56M2.81%-11513F-HRTimeline
Main Street Financial Solutions, LLC136,494$6.53M0.64%+9,06813F-HRTimeline
Manuka Financial, LLC136,237$6.51M4.4%13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA129,557$6.48M0.31%-9713F-HRTimeline
Joule Financial, LLC134,896$6.45M2.28%+6,09313F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC134,762$6.44M0.19%-19,28513F-HRTimeline
Systelligence, LLC133,604$6.39M1.58%+24,85513F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC133,428$6.38M1.2%-14,12213F-HRTimeline
Arcus Capital Partners, LLC127,022$6.37M2.02%+2,27913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.132,040$6.31M<0.01%+118,43113F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp131,994$6.31M0.19%+7,36713F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC127,920$6.31M0.63%+56,05813F-HRTimeline
Arete Wealth Advisors, LLC131,672$6.3M0.45%-15,01213F-HRTimeline
Veery Capital, LLC131,493$6.29M2.41%-134,58613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd131,408$6.28M0.13%new13F-HRTimelineGroup
Coastline Trust Co130,766$6.25M0.73%-83313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Compton Wealth Advisory Group, LLC130,272$6.23M1.61%-2,68513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding148,329$6.22M+6,163Timeline
GenTrust, LLC130,025$6.22M0.27%+2,35113F-HRTimeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC129,767$6.21M0.98%013F-HRTimelineGroup
Algorithmic Investment Models, LLC129,467$6.19M4.77%+5,62413F-HRTimeline
HEADINVEST, LLC129,118$6.17M1.17%-3,74713F-HRTimeline
McAdam, LLC129,091$6.17M0.34%+12,36513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC128,574$6.15M5.31%+33,05113F-HRTimeline
McNaughton Wealth Management, LLC128,443$6.14M2.96%+53113F-HRTimeline
Grove Street Fiduciary, LLC127,841$6.11M3.21%13F-HRTimeline
VSM Wealth Advisory, LLC127,762$6.11M2.18%13F-HRTimeline
Liberty Capital Management, Inc.127,700$6.11M1.35%+1,49513F-HRTimeline
McNamara Financial Services, Inc.127,290$6.09M1.43%-1,84913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC126,803$6.06M0.14%+8,44613F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC126,724$6.06M0.9%-3,29313F-HRTimeline
Sebold Capital Management, Inc.125,468$6M4.02%+6,62613F-HRTimeline
Jacobi Capital Management LLC125,405$6M0.45%+2,53513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding125,218$5.99M+1,173Timeline
RS CRUM INC.125,060$5.98M1.48%-1,85013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV125,017$5.98M1.77%+19,00413F-HRTimeline
Harding Loevner LP124,980$5.98M0.04%+84,75913F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…124,908$5.97M1.19%+1,03113F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC124,544$5.96M6.68%13F-HR/ATimeline
CWA Asset Management Group, LLC124,460$5.95M0.3%+12,93413F-HRTimeline
Revolve Wealth Partners, LLC123,485$5.91M0.88%+39,65313F-HR/ATimeline
RHS Financial, LLC123,370$5.9M3.05%+9,82013F-HRTimeline
Aveo Capital Partners, LLC122,807$5.87M0.64%-58213F-HRTimeline
Smartleaf Asset Management LLC122,174$5.84M0.6%+5,66413F-HRTimeline
Broadview Financial Management, LLC120,860$5.78M4.13%+1,57113F-HRTimeline
FIDUCIARY ADVISORS, INC.120,752$5.77M5.81%13F-HRTimeline
Sound Stewardship, LLC120,545$5.76M3.43%+4,64513F-HRTimeline
Fairman Group, LLC120,470$5.76M4.74%+2,12513F-HRTimeline