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Disclosery

VEA VANGUARD TAX-MANAGED FDS

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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
Omnia Family Wealth, LLC232,021$13.2M4.79%+22,90613F-HRTimeline
CENTRAL BANK & TRUST CO232,014$13.2M2.16%+18,48513F-HRTimeline
Kings Path Partners LLC231,331$13.2M5.31%-21,52313F-HRTimeline
Unconventional Investor, LLC230,946$13.2M7.28%-2,74113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC229,651$13.1M3.17%-1,83113F-HRTimeline
CSM Advisors, LLC229,506$13.1M0.38%013F-HRTimeline
White Wing Wealth Management227,504$13M8.79%+81813F-HRTimeline
Tenon Financial LLC225,083$12.8M5.67%+3,21713F-HRTimeline
Ensign Peak Advisors, Inc222,384$12.7M0.02%new13F-HRTimeline
WESCAP Management Group, Inc.218,824$12.5M2.84%+37,74413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC218,619$12.5M0.65%-8,94113F-HRTimeline
Gutierrez Wealth Advisory, LLC218,193$12.4M8.34%+2,71313F-HRTimeline
InvesTrust217,261$12.4M4.78%-3,77513F-HRTimeline
IFG Advisors, LLC217,065$12.4M2.08%+54613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC217,018$12.4M1.43%-81013F-HRTimeline
FCA CORP /TX216,382$12.3M3.69%+3,52913F-HRTimeline
HB Wealth Management, LLC215,825$12.3M0.1%-16,84213F-HRTimeline
Ebor Charitable Trust214,948$12.3M24.47%-17,31113F-HRTimeline
AllSquare Wealth Management LLC214,702$12.2M6.87%-3,50713F-HRTimeline
Frisco Financial Planning LLC214,005$12.2M11.1%-77713F-HRTimeline
Quantinno Capital Management LP213,003$12.1M0.05%+117,60513F-HRTimeline
CAMDEN NATIONAL BANK212,939$12.1M1.75%+11,59113F-HRTimeline
Goldstone Financial Group, LLC211,290$12.1M1.6%+14,83613F-HRTimeline
Highview Capital Management LLC/DE/211,624$12.1M4.66%+2,35513F-HRTimeline
Capital International Investorsin group Capital International Investo…212,060$12.1M<0.01%-43,86713F-HRTimelineGroup
Horizons Wealth Management210,393$12M8.68%-1,06113F-HRTimeline
Deane Retirement Strategies, Inc.209,517$11.9M5.35%new13F-HRTimeline
Etesian Wealth Advisors, Inc.209,403$11.9M4.45%+11,15613F-HRTimeline
FF Advisors,LLC209,280$11.9M6.19%+3,20413F-HRTimeline
MATRIX ASSET ADVISORS INC/NY208,795$11.9M1.2%-1,33613F-HR/ATimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC208,783$11.9M0.08%+2,60613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO208,246$11.9M0.21%+5,60613F-HRTimeline
Vishria Bird Financial Group, LLC208,205$11.9M3.95%new13F-HRTimeline
Talon Private Wealth, LLC207,307$11.8M1.63%+8,91913F-HRTimeline
Evercore Wealth Management, LLC206,527$11.8M0.18%+2,55013F-HRTimeline
Pine Valley Investments Ltd Liability Co206,378$11.8M0.69%-2,32313F-HRTimeline
Values Added Financial LLC206,256$11.8M5.7%+87313F-HRTimeline
MACKENZIE FINANCIAL CORP204,925$11.7M0.02%+4,12913F-HRTimeline
Eagle Bay Advisors LLC204,634$11.7M9.64%-29,21413F-HRTimeline
SBI Securities Co., Ltd.204,002$11.6M0.33%+6,51313F-HRTimeline
1834 INVESTMENT ADVISORS CO203,549$11.6M1.47%+7013F-HRTimeline
IFP Advisors, Inc203,218$11.6M0.33%+36813F-HRTimeline
Wind River Trust Co202,977$11.6M4.64%-9,02213F-HRTimeline
CGN Advisors LLC202,160$11.5M1.03%+9,96313F-HRTimeline
BCGM Wealth Management, LLC199,702$11.4M3.21%new13F-HRTimeline
MGO ONE SEVEN LLC199,355$11.4M0.37%+19,79313F-HRTimeline
Objectivity Squared, LLC199,011$11.3M7.8%-22,55713F-HRTimeline
Mittelman Wealth Management197,471$11.3M9.5%-56,40213F-HRTimeline
Snowden Capital Advisors LLC197,263$11.2M0.33%-2,31713F-HRTimeline
STALEY CAPITAL ADVISERS INC197,101$11.2M0.48%+6,32213F-HRTimeline
Dorsey & Whitney Trust CO LLC196,989$11.2M0.59%+9,45413F-HRTimeline
RiverGlades Family Offices LLC196,916$11.2M7.36%+12,32013F-HRTimeline
Enclave Advisors LLC196,729$11.2M1.81%+17,58613F-HRTimeline
B. Riley Wealth Advisors, Inc.195,217$11.1M0.54%-73,47313F-HRTimeline
One Day In July LLC195,106$11.1M1.01%-88,13413F-HRTimeline
Manske Wealth Management194,185$11.1M3.66%+9,01213F-HRTimeline
Martel Wealth Advisors LLC193,921$11.1M2.05%-7,90213F-HRTimeline
Fonville Wealth Management LLC193,905$11.1M2.8%+4,75713F-HRTimeline
K2 Financial Inc.196,068$11.1M9.75%-10,68213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC193,580$11M0.05%-38013F-HRTimeline
KITCHING PARTNERS, LLC193,555$11M11.2%+32,77213F-HRTimeline
BKM Wealth Management, LLC192,776$11M4.29%-4,24113F-HRTimeline
Sterling Group Wealth Management, LLC192,641$11M6.08%-8,18413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI191,847$10.9M0.67%+45413F-HRTimeline
Clarity Wealth Development LLC191,336$10.9M10.86%+3,05013F-HRTimeline
Opus Capital Group, LLC191,193$10.9M1.31%-43113F-HRTimeline
BIRCHBROOK, INC.191,135$10.9M5.84%-5,17113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.190,887$10.9M5.3%-14,32913F-HRTimeline
AE Wealth Management LLC190,551$10.9M0.08%+10,84913F-HRTimeline
Vise Technologies, Inc.190,199$10.8M0.45%13F-HRTimeline
Consolidated Portfolio Review Corp188,949$10.8M1.49%+3,08613F-HRTimeline
First Heartland Consultants, Inc.186,777$10.6M0.95%+22,04713F-HRTimeline
Phoenix Wealth Advisors186,068$10.6M4.44%+32,55013F-HRTimeline
Trace Wealth Advisors, LLC184,752$10.5M8.6%+2,49513F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK199,278$10.5M0.96%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC183,575$10.5M1.86%+19,51713F-HRTimeline
Centerline Wealth Advisors, LLC183,568$10.5M5.14%-12,31513F-HRTimeline
Avant Financial Advisors LLC183,369$10.5M8.61%+9913F-HRTimeline
Fortitude Family Office, LLC183,259$10.4M3.46%+130,78713F-HRTimeline
Von Berge Wealth Management Group, LLC181,751$10.4M5.85%+3,81613F-HRTimeline
Rockbridge Investment Management, LCC182,324$10.4M1.11%+1,39913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding181,822$10.4M+6,700Timeline
GOULD ASSET MANAGEMENT LLC /CA/181,811$10.4M2.03%-12,73913F-HRTimeline
Strategic Blueprint, LLC181,780$10.4M0.51%+1,80313F-HRTimeline
Live Oak Investment Partners181,217$10.3M7.94%-4,49713F-HRTimeline
DIVERSIFIED TRUST CO181,139$10.3M0.23%+104,10013F-HRTimeline
Cadence Bank180,467$10.3M0.68%+7,32013F-HRTimeline
Integrated Investment Consultants, LLC179,073$10.2M2.01%+4,24013F-HRTimeline
Auour Investments LLC179,022$10.2M3.51%-10,65113F-HRTimeline
Aurelius Family Office LLC178,321$10.2M4.8%+8113F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV177,962$10.1M3.04%-6,26213F-HRTimeline
Coastline Trust Co176,497$10.1M1.15%+41,68813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capasso Planning Partners LLC176,445$10.1M5.69%-104,03513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC176,054$10M2.43%+6,08313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding171,585$10M+61,421Timeline
Dynasty Wealth Management, LLC175,878$10M0.17%new13F-HRTimeline
William Mack & Associates, Inc.175,817$10M6.37%+86,32613F-HRTimeline
Roth Financial Partners LLC175,048$9.97M3.6%+75713F-HRTimeline
CBIZ Investment Advisory Services, LLC174,541$9.95M0.44%-16,77513F-HRTimeline
New Hampshire Trust174,330$9.94M2.08%+2,00413F-HRTimeline
Shotwell Rutter Baer Inc173,112$9.91M6.73%+91713F-HRTimeline
Newport Capital Group, LLC173,624$9.9M6.71%+3,75713F-HRTimeline
Tarbox Family Office, Inc.173,089$9.87M1.48%+2,48613F-HRTimeline
Stonehearth Capital Management, LLC172,970$9.86M4.08%-3,91613F-HRTimeline
Security Financial Services, INC.172,513$9.83M1.74%-2,64513F-HRTimeline
Fiduciary Wealth Partners, LLC172,224$9.82M9.25%-356,91713F-HRTimeline
Tortoise Investment Management, LLC171,889$9.8M0.93%+3,39413F-HRTimeline
Main Street Financial Solutions, LLC171,742$9.79M0.71%+27,24113F-HRTimeline
Obermeyer Wealth Partners171,200$9.76M0.49%+13,03813F-HRTimeline
First Bancorp, Inc /ME/170,703$9.73M5.59%-92813F-HRTimeline
MSH Capital Advisors LLC170,610$9.73M2.8%+12,78513F-HRTimeline
Mission Hills Financial Advisory, LLC170,493$9.72M6.03%-4,46113F-HRTimeline
Sigma Planning Corp169,920$9.69M0.29%-3713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC166,715$9.57M4.82%-36,61713F-HRTimeline
Global Strategic Investment Solutions, …167,353$9.54M1.02%-2,92013F-HRTimeline
Foundations Investment Advisors, LLC166,759$9.51M0.15%+80,21013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp166,707$9.5M0.42%-41,34913F-HRTimelineGroup
QUATTRO FINANCIAL ADVISORS LLC166,643$9.5M3.35%-11,73713F-HRTimeline
Frank, Rimerman Advisors LLC166,271$9.48M0.64%+1,29313F-HRTimeline
TRUST CO OF VERMONT165,672$9.44M0.44%-87513F-HRTimeline
DBK Financial Counsel, LLC164,174$9.36M8.46%-4,24013F-HRTimeline
Proficio Capital Partners LLC164,160$9.36M0.58%+141,99713F-HRTimeline
Johnson Bixby & Associates, LLC163,167$9.3M1.28%-23,14913F-HRTimeline
Avos Capital Management, LLC162,647$9.27M5.29%+88,28413F-HRTimeline
Elevated Capital Advisors, LLC181,887$9.25M2.59%013F-HRTimeline
Retirement Planning Group, LLC162,013$9.24M0.39%-3,49013F-HRTimeline
Paulson Wealth Management Inc.161,915$9.23M2.39%-87313F-HRTimeline
Black Diamond Financial, LLC161,865$9.23M1.43%-44213F-HRTimeline
AlphaStar Capital Management, LLC160,752$9.16M0.64%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp160,273$9.14M0.26%+20,72113F-HRTimelineGroup
Roundview Capital LLC160,253$9.14M0.61%+14,30813F-HRTimeline
Kraft, Davis & Associates, LLC159,741$9.13M2.5%+9,93813F-HRTimeline
Rosenberg Matthew Hamilton159,031$9.07M2.11%-3,63013F-HRTimeline
Michelson Medical Research Foundation, …158,160$9.02M8.65%013F-HRTimeline
Monument Group Wealth Advisors, LLC157,921$9M5.67%-20,24113F-HRTimeline
Blue Investment Partners LLC157,884$9M3.16%+55,45413F-HRTimeline
Integrated Advisors Network LLC157,868$9M0.41%-34,60713F-HRTimeline
Atlatl Advisers LLC157,479$8.98M4.25%+11,97313F-HRTimeline
PITCAIRN COin group PITCAIRN CO157,079$8.96M0.59%+63813F-HR/ATimelineGroup
Prudent Man Advisors, LLC150,500$8.89M2.82%-49313F-HRTimeline
Tilson Financial Group, Inc.154,969$8.84M3.33%-9,82713F-HRTimeline
Sandy Cove Advisors, LLC154,617$8.81M3.18%+1,93913F-HRTimeline
PFW Advisors LLC154,222$8.79M2.7%-9,62313F-HRTimeline
Arete Wealth Advisors, LLC153,041$8.72M0.62%+5,18313F-HRTimeline
CWA Asset Management Group, LLC152,346$8.69M0.37%+11,81313F-HRTimeline
Grove Bank & Trust152,214$8.68M1.08%+83,22013F-HRTimeline
Roberts Wealth Advisors, LLC151,516$8.64M2.48%-14113F-HRTimeline
American Investment Services, Inc.151,271$8.62M2.2%-8,88913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding150,959$8.61M+24,895Timeline
Centennial Bank/AR/in group Centennial Bank/AR/150,141$8.56M3.59%+3,10313F-HR/ATimelineGroup
Campion Asset Management150,051$8.55M6.42%+3,61313F-HRTimeline
Savvy Advisors, Inc.149,243$8.51M0.57%+21,19913F-HRTimeline
HEADINVEST, LLC149,033$8.5M1.81%+21,89513F-HRTimeline
SELDON CAPITAL LP149,017$8.5M3.69%013F-HRTimeline
Emprise Bank148,986$8.49M4.08%+32,26313F-HRTimeline
Prosperity Consulting Group, LLC147,396$8.4M0.61%-8,60013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding165,661$8.4M+3,752Timeline
BECKER CAPITAL MANAGEMENT INC147,208$8.39M0.26%-8,45613F-HRTimeline
BSW Wealth Partners145,858$8.32M1.14%+22,47013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC145,693$8.31M1.92%-4,72413F-HRTimeline
CVA Family Office, LLC144,956$8.26M1.16%-40913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…144,771$8.25M0.87%+17,96913F-HR/ATimelineGroup
Meridian Wealth Advisors, LLC144,526$8.24M1.3%+28,34513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.143,942$8.21M2.93%-7,65313F-HRTimeline
Plum Street Advisors, LLC142,940$8.15M3.6%-1,99613F-HRTimeline
Symmetry Partners, LLC142,383$8.12M1%-24,85913F-HRTimeline
Algorithmic Investment Models, LLC142,294$8.11M5.55%+20,55713F-HRTimeline
Three Bridge Wealth Advisors, LLC142,191$8.11M2.14%+3,96013F-HRTimeline
Windsor Capital Management, LLC141,898$8.09M2.36%-5,81413F-HRTimeline
Elmwood Wealth Management, Inc.141,754$8.08M3.2%+86013F-HRTimeline
Avidian Wealth Enterprises, LLC141,607$8.07M0.33%-12,57613F-HRTimeline
Beacon Financial Strategies CORP141,489$8.07M5.07%-58013F-HRTimeline
Koshinski Asset Management, Inc.140,574$8.01M0.6%-4,90613F-HRTimeline
PARK NATIONAL CORP /OH/139,863$7.97M0.26%+52,16213F-HRTimeline
Forbes Financial Planning, Inc.139,806$7.97M5.38%-49,19613F-HRTimeline
FIRST FINANCIAL CORP /IN/139,491$7.95M3.55%+1,96913F-HRTimeline
Elite Life Management LLC138,819$7.91M20.37%+17,43813F-HRTimeline
Capital Asset Advisory Services LLC138,914$7.91M0.37%+30,40313F-HRTimeline
Waldron Private Wealth LLC138,451$7.89M0.34%-2,68113F-HRTimeline
PAX Financial Group, LLC137,958$7.86M1.5%-8,25813F-HRTimeline
Peak Retirement Planning, Inc.137,685$7.85M3.17%+105,69513F-HRTimeline
Procyon Advisors, LLC137,428$7.83M0.74%+5,07613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC136,196$7.81M0.71%-3,55913F-HRTimeline
Joule Financial, LLC136,821$7.8M2.53%-79513F-HRTimeline
KilterHowling LLC136,244$7.77M4.63%+1,22813F-HRTimeline
ASPIRIANT, LLC134,618$7.67M0.24%-11,13713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…134,411$7.66M0.17%-104,46813F-HRTimelineGroup
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC134,083$7.64M1.17%-1,93513F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC133,626$7.62M1.07%+7,76713F-HRTimeline
Lansing Street Advisors133,315$7.6M2.26%-62,54813F-HRTimeline
XY Planning Network, Inc.133,205$7.59M2.59%+41,44413F-HRTimeline
National Philanthropic Trust133,136$7.59M0.1%-6,77413F-HRTimeline
Sebold Capital Management, Inc.132,566$7.56M4.66%-5913F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC132,404$7.55M0.03%-87,92913F-HRTimeline
VSM Wealth Advisory, LLC132,394$7.55M2.49%+2,99713F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC131,497$7.5M5.11%-7,04113F-HRTimeline
Victrix Investment Advisors130,538$7.44M3.29%+13,89713F-HRTimeline
Compton Wealth Advisory Group, LLC130,272$7.43M1.88%013F-HRTimeline
Liberty Capital Management, Inc.130,170$7.42M1.5%-44613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA129,923$7.41M0.34%013F-HRTimeline