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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
Trust Co of the South218,850$11.1M2.32%+34,43413F-HRTimeline
AllSquare Wealth Management LLC218,209$11.1M6.59%-7,18513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC217,828$11.1M1.39%-7313F-HRTimeline
FF Advisors,LLC206,076$11M6.33%+11,41213F-HRTimeline
IFG Advisors, LLC216,519$11M2.12%-1,07913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…215,535$11M0.27%-11,55713F-HRTimelineGroup
Gutierrez Wealth Advisory, LLC215,480$11M8.89%+5,78413F-HRTimeline
Objectivity Squared, LLC221,568$10.9M9.17%+12,65213F-HRTimeline
Frisco Financial Planning LLC214,782$10.9M10.58%+9,92813F-HRTimeline
CENTRAL BANK & TRUST CO213,529$10.9M1.81%-24,94713F-HRTimeline
FCA CORP /TX212,853$10.8M3.45%-6,14013F-HRTimeline
Wind River Trust Co211,999$10.8M4.62%-73,23413F-HRTimeline
Horizons Wealth Management211,454$10.7M8.12%+2,84213F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC210,629$10.7M5.49%new13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY210,131$10.7M1.18%+2,95013F-HRTimeline
NewEdge Wealth, LLC209,663$10.7M0.19%+26,82713F-HRTimeline
Highview Capital Management LLC/DE/209,269$10.6M4.45%+18,35113F-HRTimeline
Omnia Family Wealth, LLC209,115$10.6M4.45%-40,56113F-HRTimeline
Pine Valley Investments Ltd Liability Co208,701$10.6M0.68%+117,15313F-HRTimeline
Vestmark Advisory Solutions, Inc.208,667$10.6M0.27%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp208,056$10.6M0.48%+124,66813F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK199,278$10.5M0.96%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC206,177$10.5M0.08%+55,13313F-HRTimeline
K2 Financial Inc.206,750$10.4M10.25%+8,91413F-HRTimeline
Values Added Financial LLC205,383$10.4M5.79%-22,42913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.205,216$10.4M5.51%+7,31313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC204,485$10.4M0.28%+12,33613F-HRTimeline
Evercore Wealth Management, LLC203,977$10.4M0.17%-6,50913F-HRTimeline
JMAC ENTERPRISES LLC203,577$10.3M2.46%+10,77013F-HRTimeline
1834 INVESTMENT ADVISORS CO203,479$10.3M1.33%+7,56013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC203,332$10.3M5.93%+22,42413F-HRTimeline
IFP Advisors, Inc202,850$10.3M0.32%+32,95313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO202,640$10.3M0.26%+3,51813F-HRTimeline
INVESTMENT PARTNERS, LTD.202,526$10.3M4.27%+10,79213F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT202,480$10.3M0.48%+41,01313F-HRTimeline
Martel Wealth Advisors LLC201,823$10.3M2.04%-22,80213F-HRTimeline
CAMDEN NATIONAL BANK201,348$10.2M1.52%+4,92913F-HRTimeline
Sterling Group Wealth Management, LLC200,825$10.2M5.47%-1,01613F-HRTimeline
MACKENZIE FINANCIAL CORP200,796$10.2M0.01%-104,02013F-HRTimeline
OneDigital Investment Advisors LLC200,205$10.2M0.12%+2,02713F-HRTimeline
Snowden Capital Advisors LLC199,580$10.1M0.32%-10,07713F-HRTimeline
Safeguard Financial, LLC199,116$10.1M2.22%-3,94213F-HRTimeline
Etesian Wealth Advisors, Inc.198,247$10.1M4.34%+19,15513F-HRTimeline
Talon Private Wealth, LLC198,388$10.1M1.35%+168,95113F-HRTimeline
SBI Securities Co., Ltd.197,489$10M0.33%-99013F-HRTimeline
Auour Investments LLC189,673$10M3.63%-12,09913F-HRTimeline
BKM Wealth Management, LLC197,017$10M4.12%+1,76513F-HRTimeline
Goldstone Financial Group, LLC196,454$9.99M1.51%+3,12613F-HRTimeline
BIRCHBROOK, INC.196,306$9.98M5.61%+3,95313F-HRTimeline
Centerline Wealth Advisors, LLC195,883$9.96M5.94%+3,81413F-HRTimeline
Lansing Street Advisors195,863$9.96M3.33%-45913F-HRTimeline
Clarity Wealth Development LLC188,286$9.95M11.11%-1,16613F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/194,550$9.89M2.04%-5,25913F-HRTimeline
NISA INVESTMENT ADVISORS, LLC193,960$9.86M0.05%+18013F-HRTimeline
Integrated Advisors Network LLC192,475$9.78M0.49%+4,15713F-HRTimeline
CGN Advisors LLC192,197$9.77M0.96%+5,77613F-HRTimeline
Opus Capital Group, LLC191,624$9.74M1.25%-3,79713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI191,393$9.73M0.53%+15,51313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC191,303$9.72M0.02%+12,02713F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC191,316$9.72M0.48%+2,81813F-HR/ATimeline
STALEY CAPITAL ADVISERS INC190,779$9.7M0.44%+2,03713F-HRTimeline
Fonville Wealth Management LLC189,148$9.69M2.85%+35,33913F-HRTimeline
Strategic Financial Concepts, LLC189,748$9.64M1.81%-36,90513F-HRTimeline
Forbes Financial Planning, Inc.189,002$9.61M7.12%-5,22313F-HRTimeline
Mondrian Investment Partners LTD187,662$9.54M0.16%+41913F-HRTimeline
Dorsey & Whitney Trust CO LLC187,535$9.53M0.55%+1,62213F-HRTimeline
Johnson Bixby & Associates, LLC186,316$9.47M1.42%-10,38113F-HRTimeline
Consolidated Portfolio Review Corp185,863$9.45M1.51%-1,48913F-HRTimeline
Live Oak Investment Partners185,714$9.44M7.45%new13F-HRTimeline
Manske Wealth Management185,173$9.41M3.56%+37213F-HRTimeline
RiverGlades Family Offices LLC184,596$9.38M6.75%+2,79913F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV184,224$9.36M2.95%-4,48013F-HRTimeline
Invst, LLC183,758$9.34M1.28%+179,00113F-HRTimeline
Avant Financial Advisors LLC183,270$9.32M8.45%+3,93213F-HRTimeline
Von Berge Wealth Management Group, LLC177,935$9.31M6.01%+8,71113F-HRTimeline
Trace Wealth Advisors, LLC182,257$9.26M8.26%+5,93013F-HRTimeline
Elevated Capital Advisors, LLC181,887$9.25M2.59%-10,55713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…181,414$9.22M0.02%-1,471,10813F-HRTimelineGroup
WESCAP Management Group, Inc.181,080$9.2M2.25%-14,77613F-HRTimeline
Rockbridge Investment Management, LCC180,925$9.2M1.09%-2,07213F-HRTimeline
Strategic Blueprint, LLC179,977$9.15M0.5%+159,01213F-HRTimeline
AE Wealth Management LLC179,702$9.13M0.08%-11,47413F-HRTimeline
MGO ONE SEVEN LLC179,562$9.13M0.35%+35,98413F-HRTimeline
Enclave Advisors LLC179,143$9.11M1.55%+40,21013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC178,380$9.07M3.11%-6,24213F-HRTimeline
Aurelius Family Office LLC178,240$9.06M4.6%-9,06213F-HRTimeline
Monument Group Wealth Advisors, LLC178,162$9.06M6.28%+80413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.177,877$9.04M0.24%+33,70213F-HRTimelineGroup
Stonehearth Capital Management, LLC176,886$8.99M3.72%+3,51413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT176,078$8.95M0.27%-156,15113F-HRTimeline
Security Financial Services, INC.175,158$8.9M1.77%+16,56213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding175,122$8.9M-20,185Timeline
Mission Hills Financial Advisory, LLC174,954$8.89M6.17%-3,73313F-HRTimeline
Integrated Investment Consultants, LLC174,833$8.89M1.77%-5,66513F-HR/ATimeline
Roth Financial Partners LLC174,291$8.87M3.5%+5,79213F-HRTimeline
Cadence Bank173,147$8.8M0.63%+6,94113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC172,564$8.77M4.95%+3,58113F-HRTimeline
New Hampshire Trust172,326$8.76M2%-1,50113F-HRTimeline
First Bancorp, Inc /ME/171,631$8.72M5.67%+1,05413F-HRTimeline
Schneider Downs Wealth Management Advis…171,121$8.7M1.58%+30113F-HRTimeline
MJP ASSOCIATES INC /ADV171,064$8.7M1.57%+20,43713F-HRTimeline
Tarbox Family Office, Inc.170,603$8.67M1.44%-11,39513F-HRTimeline
Global Strategic Investment Solutions, …170,273$8.65M1%-1,34413F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC169,971$8.64M2.43%-2,79013F-HRTimeline
Sigma Planning Corp169,957$8.64M0.28%+15,76713F-HRTimeline
Newport Capital Group, LLC169,867$8.63M6.21%+6,35713F-HRTimeline
Tortoise Investment Management, LLC168,495$8.56M0.89%-4,05813F-HR/ATimeline
DBK Financial Counsel, LLC168,414$8.56M8.58%+3,19013F-HRTimeline
Symmetry Partners, LLC167,242$8.5M1.18%-32,25413F-HRTimeline
TRUST CO OF VERMONT166,547$8.47M0.42%-1,01413F-HRTimeline
Retirement Planning Group, LLC165,503$8.41M0.39%+82,47413F-HRTimeline
Frank, Rimerman Advisors LLC164,978$8.39M0.66%-3,85313F-HRTimeline
Tilson Financial Group, Inc.164,796$8.38M3.31%-93,80713F-HRTimeline
First Heartland Consultants, Inc.164,730$8.37M0.86%-14,07113F-HRTimeline
Sunesis Advisors, LLC164,191$8.35M4.53%-3,83813F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC164,058$8.34M1.62%+30,63013F-HRTimeline
PFW Advisors LLC163,845$8.33M2.61%-3,35413F-HRTimeline
Paulson Wealth Management Inc.162,788$8.27M2.33%-1,97413F-HRTimeline
Rosenberg Matthew Hamilton162,661$8.27M2.07%-4,08213F-HRTimeline
Black Diamond Financial, LLC162,307$8.25M1.24%+80413F-HRTimeline
Advisor Resource Council167,487$8.24M0.67%+148,88513F-HRTimeline
Zhang Financial LLC161,687$8.22M0.43%+10,32413F-HRTimeline
KITCHING PARTNERS, LLC160,783$8.17M9.4%+18,44613F-HRTimeline
NOVEM GROUP160,172$8.14M1.15%+142,44513F-HRTimeline
American Investment Services, Inc.160,160$8.14M1.43%+2,02313F-HRTimeline
Shotwell Rutter Baer Inc172,195$8.08M7.13%+21113F-HRTimeline
Obermeyer Wealth Partners158,162$8.04M0.43%+9,67813F-HRTimeline
Michelson Medical Research Foundation, …158,160$8.04M6.73%013F-HRTimeline
MSH Capital Advisors LLC157,825$8.02M2.48%+12,42613F-HRTimeline
Prudent Man Advisors, LLC150,993$7.96M2.89%-2,40313F-HRTimeline
PITCAIRN COin group PITCAIRN CO156,441$7.95M0.48%-69113F-HRTimelineGroup
Prosperity Consulting Group, LLC155,996$7.93M0.61%-10,06513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC155,664$7.91M0.26%-3,42213F-HRTimeline
Prime Capital Investment Advisors, LLC155,507$7.9M0.09%+62,11413F-HRTimeline
Avidian Wealth Enterprises, LLC154,183$7.84M0.35%-1,68113F-HRTimeline
Phoenix Wealth Advisors153,518$7.8M3.4%+51,38413F-HRTimeline
Corrigan Financial, Inc.152,874$7.77M1.6%+32,48313F-HRTimeline
Sandy Cove Advisors, LLC152,678$7.76M3.12%+1,06713F-HRTimeline
BluePointe Capital Management, LLC152,328$7.74M2.95%-19,72213F-HRTimeline
Kraft, Davis & Associates, LLC149,803$7.72M2.49%-3,97813F-HRTimeline
Roberts Wealth Advisors, LLC151,657$7.71M2.38%-1,24313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.151,595$7.71M3.01%-8,94513F-HRTimeline
MYCIO WEALTH PARTNERS, LLC150,417$7.65M1.8%-2,29513F-HRTimeline
SELDON CAPITAL LP149,017$7.57M4.77%013F-HRTimeline
Arete Wealth Advisors, LLC147,858$7.52M0.57%+16,18613F-HRTimeline
Windsor Capital Management, LLC147,712$7.51M2.3%-4,28013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/147,038$7.47M3.56%+5,12713F-HRTimelineGroup
Campion Asset Management146,438$7.44M5.76%+2,75513F-HRTimeline
PAX Financial Group, LLC146,216$7.43M1.32%+29,52213F-HRTimeline
Roundview Capital LLC145,945$7.42M0.54%+26,25713F-HRTimeline
ASPIRIANT, LLC145,755$7.41M0.26%-3,20913F-HRTimeline
Atlatl Advisers LLC145,506$7.4M4.81%+4,67213F-HRTimeline
Koshinski Asset Management, Inc.145,480$7.39M0.63%-3,96213F-HRTimeline
CVA Family Office, LLC145,365$7.39M1.13%+6,24913F-HRTimeline
Plum Street Advisors, LLC144,936$7.37M3.55%-10,00113F-HRTimeline
Main Street Financial Solutions, LLC144,501$7.34M0.64%+8,00713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC139,755$7.33M0.78%+11,83513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding161,909$7.3M+13,580Timeline
Manuka Financial, LLC143,418$7.29M4.72%+7,18113F-HRTimeline
Beacon Financial Strategies CORP142,069$7.22M4.87%+2,73013F-HRTimeline
KilterHowling LLC135,016$7.2M4.66%new13F-HRTimeline
LANARK FINANCIAL, INC.141,639$7.2M0.61%+141,51413F-HRTimeline
Waldron Private Wealth LLC141,132$7.17M0.34%-2,61413F-HRTimeline
Elmwood Wealth Management, Inc.140,894$7.16M2.94%-57413F-HRTimeline
CWA Asset Management Group, LLC140,533$7.14M0.34%+16,07313F-HRTimeline
National Philanthropic Trust139,910$7.11M0.11%-11,39413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp139,552$7.09M0.22%+7,55813F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC138,538$7.04M5.48%+9,96413F-HRTimeline
Three Bridge Wealth Advisors, LLC138,231$7.03M2.44%+1213F-HRTimeline
Joule Financial, LLC137,616$7M2.45%+2,72013F-HRTimeline
FIRST FINANCIAL CORP /IN/137,522$6.99M3.38%-3,14013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA129,923$6.93M0.33%+36613F-HRTimeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC136,018$6.91M1.07%+6,25113F-HRTimelineGroup
Coastline Trust Co134,809$6.85M0.85%+4,04313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ARIEL INVESTMENTS, LLC132,913$6.76M0.08%-116,17613F-HRTimeline
Chicago Partners Investment Group LLC126,159$6.75M0.22%+16,61413F-HRTimeline
Sebold Capital Management, Inc.132,625$6.74M4.43%+7,15713F-HRTimeline
ASSET PLANNING CORPORATION132,602$6.74M3.97%-5,24713F-HRTimeline
Procyon Advisors, LLC132,352$6.73M0.41%-8,78613F-HRTimeline
McNamara Financial Services, Inc.132,040$6.71M1.44%+4,75013F-HRTimeline
GenTrust, LLC131,402$6.68M0.32%+1,37713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV131,209$6.67M0.51%-10,05213F-HRTimeline
Liberty Capital Management, Inc.130,616$6.64M1.48%+2,91613F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding130,105$6.63M+62,018Timeline
Compton Wealth Advisory Group, LLC130,272$6.62M1.84%013F-HRTimeline
HRT FINANCIAL LP130,232$6.62M0.04%+29,65213F-HRTimeline
Smartleaf Asset Management LLC129,133$6.62M0.64%+6,95913F-HRTimeline
Hobart Private Capital, LLC129,988$6.61M1.65%-104,07913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC129,935$6.6M0.65%+11,79013F-HRTimeline
VSM Wealth Advisory, LLC129,397$6.58M2.36%+1,63513F-HRTimeline
Revolve Wealth Partners, LLC129,247$6.57M0.95%+5,76213F-HRTimeline
BlueSky Wealth Advisors, LLC128,765$6.55M1.01%-19,77213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED127,651$6.54M0.61%+18,87513F-HR/ATimeline
Manchester Capital Management LLC128,333$6.52M0.8%-11,14313F-HRTimeline
Savvy Advisors, Inc.128,044$6.51M0.65%+16,19413F-HRTimeline
HEADINVEST, LLC127,138$6.46M1.26%-1,98013F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co127,109$6.46M1.21%new13F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…126,802$6.45M0.7%+33,53913F-HR/ATimelineGroup
Jacobi Capital Management LLC126,569$6.43M0.47%+1,16413F-HRTimeline
Resolute Advisors LLC126,131$6.41M1.85%+7,80113F-HRTimeline