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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
Corrigan Financial, Inc.120,391$5.76M1.32%+6,51213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV120,090$5.74M0.47%-24,99613F-HRTimeline
Farrell Financial LLC120,032$5.74M4.1%+1,03213F-HRTimeline
Emprise Bank120,020$5.74M3.24%+27,11813F-HRTimeline
Journey Beyond Wealth, LLC119,879$5.73M5.39%13F-HRTimeline
Roundview Capital LLC119,688$5.72M0.4%-1,97413F-HRTimeline
Private Portfolio Partners LLC118,997$5.69M1.05%+3,26913F-HRTimeline
Resolute Advisors LLC118,330$5.66M1.14%+7,61013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC118,145$5.65M0.55%+10,47213F-HRTimeline
Walkner Condon Financial Advisors LLC117,548$5.62M1.14%-4,61613F-HRTimeline
PAX Financial Group, LLC116,694$5.58M1%+8713F-HRTimeline
BSW Wealth Partners116,478$5.57M0.82%+22,30813F-HRTimeline
Haverford Trust Co116,337$5.56M0.06%-6,64113F-HRTimeline
Hughes Financial Services, LLC116,299$5.56M1.14%13F-HRTimeline
Clarity Capital Advisors, LLC116,002$5.55M3.72%+3,54913F-HRTimeline
WORLD EQUITY GROUP, INC.115,610$5.53M1.19%+78,11013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding115,674$5.5M+3,344Timeline
Traction Financial Partners, LLC114,346$5.47M4.25%-81913F-HRTimeline
Avestar Capital, LLC114,340$5.47M0.5%-8,02913F-HRTimeline
CoreFirst Bank & Trust114,092$5.46M3.24%+9,26013F-HRTimeline
SACHEM HILL LLC114,079$5.46M1.14%+213F-HRTimeline
Stillwater Capital Advisors, LLC113,242$5.42M0.67%-1,93313F-HRTimeline
Creekside Partners113,149$5.41M2.8%+1,18313F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC112,870$5.4M2.18%+1,10813F-HRTimeline
First PREMIER Bank112,392$5.38M1.37%-1,47413F-HRTimeline
LifeGuide Financial Advisors, LLC111,892$5.35M2.3%+10,56413F-HRTimeline
Savvy Advisors, Inc.111,850$5.35M0.64%-1,95513F-HRTimeline
Curi Capital, LLC111,554$5.33M0.12%-8,18913F-HRTimeline
Meridian Wealth Advisors, LLC111,468$5.33M0.88%+4,95213F-HRTimeline
Checchi Capital Advisers, LLC111,254$5.32M0.4%+53413F-HRTimeline
Elite Life Management LLC111,002$5.31M15.72%+11,54713F-HRTimeline
JT Stratford LLC110,804$5.3M0.87%+2,37613F-HRTimeline
Narus Financial Partners, LLC110,652$5.29M1.79%+20,78713F-HRTimeline
Chicago Partners Investment Group LLC109,545$5.29M0.18%-2,23713F-HRTimeline
Rothschild Wealth LLC110,379$5.28M1.54%+105,46413F-HRTimeline
Taylor Hoffman Capital Management LLC110,102$5.27M1.91%+36813F-HRTimeline
Forefront Analytics, LLC108,783$5.2M2.42%-84,94713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED108,776$5.2M0.48%+3,13513F-HRTimeline
FIDUCIENT ADVISORS LLC108,203$5.17M0.64%+6,66913F-HRTimeline
SVB WEALTH LLC107,587$5.14M0.1%new13F-HRTimeline
Crescent Grove Advisors, LLC107,098$5.12M0.51%-6,08513F-HRTimeline
PRIVATE TRUST CO NA106,430$5.09M0.52%-15,27313F-HRTimeline
Tamar Securities, LLC105,747$5.06M0.7%+12,22613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC105,645$5.05M0.58%+37,89413F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC105,294$5.04M0.08%+1,55113F-HRTimelineGroup
WINCAP FINANCIAL LLC105,072$5.02M5.12%13F-HRTimeline
BEARING POINT CAPITAL, LLC104,767$5.01M1.04%13F-HRTimeline
Csenge Advisory Group104,261$4.99M0.27%-1,93113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC104,170$4.98M1.05%+4,76813F-HRTimeline
NorthStar Asset Management LLC /NJ/103,766$4.96M3.16%+4,56813F-HRTimeline
Marathon Strategic Advisors, LLC103,643$4.96M5.36%-6813F-HRTimeline
Mayflower Financial Advisors, LLC103,475$4.95M0.74%-5,98413F-HRTimeline
DDFG, Inc103,128$4.93M1.42%-50913F-HRTimeline
Capital Asset Advisory Services LLC102,702$4.93M0.24%+9,79113F-HRTimeline
Gradient Capital Advisors, LLC103,069$4.93M1.59%+9,06813F-HRTimeline
TPG Advisors LLC102,991$4.93M3.85%+2,72313F-HRTimeline
Certified Advisory Corp102,799$4.92M0.53%+1,14613F-HRTimeline
Northland Capital Management LLC102,751$4.91M3.64%-9,05313F-HRTimeline
Graves Light Lenhart Wealth, Inc.102,720$4.91M0.61%+2,66613F-HRTimeline
Rehmann Capital Advisory Group102,440$4.9M0.31%+2,45613F-HRTimeline
Blue Investment Partners LLC102,162$4.89M1.79%+6,55513F-HRTimeline
Phoenix Wealth Advisors102,134$4.88M2.12%+6,13213F-HRTimeline
Kingsview Wealth Management, LLC101,786$4.87M0.09%-4,92313F-HRTimeline
CIDEL ASSET MANAGEMENT INC101,546$4.86M0.33%013F-HRTimeline
Bank of New Hampshire101,535$4.86M1.25%-1,85413F-HRTimeline
HRT FINANCIAL LP100,580$4.81M0.02%+76,92613F-HRTimeline
Tradition Wealth Management, LLC100,541$4.81M0.42%+2,66713F-HRTimeline
SENTINEL TRUST CO LBA100,406$4.8M0.55%-69013F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …100,607$4.8M0.25%+11,71013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC100,346$4.8M0.45%+4,18013F-HRTimeline
Turtle Creek Wealth Advisors, LLC99,872$4.78M1.1%+45,05713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC99,744$4.77M0.14%-44,57713F-HRTimeline
Financial Insights, Inc.99,388$4.75M1.76%-41,07313F-HRTimeline
Bray Capital Advisors99,340$4.75M1.29%-9,07213F-HRTimeline
Foundations Investment Advisors, LLC99,273$4.75M0.09%+1,34313F-HRTimeline
Sagace Wealth Management LLC98,479$4.71M3.53%+71,23213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC97,876$4.68M0.92%-11,02913F-HRTimeline
Fort Sheridan Advisors LLC97,448$4.66M0.68%+1,16513F-HRTimeline
Fortis Advisors, LLC97,107$4.64M3.05%-11,74713F-HRTimeline
Park Place Capital Corp96,944$4.64M1.3%+61,69213F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC96,448$4.61M2.17%+51113F-HRTimeline
Callan Family Office, LLC96,079$4.59M0.29%+19,83313F-HRTimeline
Stewardship Advisors, LLC95,505$4.57M1.27%+6,32713F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co95,000$4.54M1.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC94,808$4.53M0.21%+1,30513F-HRTimelineGroup
BAKER BOYER NATIONAL BANK94,745$4.53M1.57%+3,07113F-HRTimeline
Smithfield Trust Co94,831$4.53M0.23%+6713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC94,262$4.51M0.32%+1313F-HRTimeline
Buck Wealth Strategies, LLC94,130$4.5M0.94%+41,05513F-HRTimeline
Stone Summit Wealth LLC93,949$4.49M1.51%-46513F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC93,833$4.49M0.63%-23,51213F-HRTimeline
Grey Ledge Advisors, LLC93,451$4.47M1.15%-1,06613F-HRTimeline
Prime Capital Investment Advisors, LLC93,393$4.47M0.06%+48713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…93,263$4.46M0.43%+4,33113F-HR/ATimelineGroup
Stark Wealth Management LLC93,084$4.45M3.28%13F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …92,812$4.44M0.67%+62513F-HRTimeline
Moors & Cabot, Inc.92,536$4.43M0.21%+8,39813F-HRTimeline
Wood Tarver Financial Group, LLC91,757$4.39M1.47%13F-HRTimeline
Bestgate Wealth Advisors, LLC91,630$4.38M8.79%13F-HRTimeline
Pine Valley Investments Ltd Liability Co91,548$4.38M0.29%+23,47413F-HRTimeline
Trevian Wealth Management LLC91,449$4.37M3.23%+7,10213F-HRTimeline
Life Planning Partners, Inc91,398$4.37M4.04%+77413F-HR/ATimeline
EPIQ Capital Group, LLC91,061$4.35M1.14%-2,58813F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC91,012$4.35M0.54%+9,69613F-HRTimeline
FFT WEALTH MANAGEMENT LLC90,680$4.34M0.33%-83,87513F-HRTimeline
Old North State Trust, LLC90,547$4.33M2.75%+68,82813F-HRTimeline
W.H. Cornerstone Investments Inc.90,402$4.32M2.89%-33813F-HRTimeline
Alley Investment Management Company, LLC89,767$4.29M0.54%+25413F-HRTimeline
Cypress Wealth Services, LLC89,725$4.29M0.86%-21213F-HRTimeline
NOTTINGHAM ADVISORS, INC.89,383$4.27M0.54%-4,12213F-HRTimeline
LVW Advisors, LLC89,364$4.27M0.52%+7,77313F-HRTimeline
Sensible Financial Planning & Managemen…89,336$4.27M0.89%-92713F-HRTimeline
FC Advisory LLC88,687$4.24M1.42%+1,29513F-HRTimeline
Trek Financial, LLC88,636$4.24M0.32%+1,31813F-HRTimeline
MidAtlantic Capital Management, Inc.88,276$4.22M3.09%-49713F-HRTimeline
Texas Capital Bancshares Inc/TX87,698$4.19M1.69%+13,23513F-HRTimeline
Nabity-Jensen Investment Management Inc87,515$4.18M3.16%-82413F-HRTimeline
Single Point Partners, LLC87,195$4.17M0.96%new13F-HRTimeline
DAVENPORT & Co LLC87,191$4.17M0.02%+4,26313F-HRTimeline
Wescott Financial Advisory Group, LLC86,518$4.14M0.43%+4,81713F-HRTimeline
Schechter Investment Advisors, LLC86,293$4.13M0.32%+65,52713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\86,116$4.12M<0.01%-5,54013F-HR/ATimelineGroup
Maia Wealth LLC82,423$4.12M0.89%+9,14613F-HRTimeline
ARQ WEALTH ADVISORS, LLC86,038$4.11M1.57%-7,29113F-HRTimeline
IHT Wealth Management, LLC85,922$4.11M0.13%-3,66713F-HRTimeline
PARK NATIONAL CORP /OH/85,786$4.1M0.15%+9,40613F-HRTimeline
Ironwood Financial, llc85,211$4.07M0.85%+5,07213F-HRTimeline
Shepherd Financial Partners LLC85,172$4.07M0.49%-6,04713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV84,890$4.06M0.92%+4,55713F-HRTimeline
CONDOR CAPITAL MANAGEMENT84,381$4.04M0.36%-46813F-HRTimeline
Columbus Macro, LLC84,198$4.03M0.56%+5,70013F-HRTimeline
Silver Coast Investments LLC84,174$4.03M1.52%+3,22313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp83,388$3.99M0.26%-15,68813F-HRTimelineGroup
James J. Burns & Company, LLC83,290$3.98M0.69%+74713F-HRTimeline
ETF Store, Inc.83,199$3.98M4.93%-34,49413F-HRTimeline
Summit Financial Strategies, Inc.83,198$3.98M0.44%-12113F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC83,047$3.97M0.19%-7,36013F-HRTimelineGroup
Retirement Planning Group, LLC83,029$3.97M0.2%+9,01613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC82,172$3.93M0.16%-5,61613F-HRTimelineGroup
Bakala Capital LLC82,053$3.92M23.6%+1,20013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HM PAYSON & CO81,835$3.91M0.07%-8,37213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC81,649$3.9M0.83%+1,15013F-HRTimeline
Whipplewood Advisors, LLC81,095$3.88M2.2%13F-HRTimeline
PARTHENON LLC80,976$3.87M0.47%-1,03513F-HRTimeline
Arrowroot Family Office, LLC80,805$3.86M2.01%+4,67913F-HRTimeline
Northstar Financial Companies, Inc.79,464$3.8M3.6%13F-HRTimeline
WEDBUSH SECURITIES INC79,075$3.78M0.13%-6,78213F-HRTimeline
Duncan Williams Asset Management, LLC78,284$3.74M1.47%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC78,264$3.74M0.21%013F-HRTimeline
Verum Partners LLC77,634$3.71M1.07%-5,18913F-HRTimeline
Avos Capital Management, LLC74,208$3.7M3%13F-HRTimeline
Compass Financial Group, Inc.77,129$3.69M1.76%-1,66713F-HRTimeline
OPINICUS CAPITAL, INC.77,067$3.69M3.1%-1,83513F-HRTimeline
Americana Partners, LLC76,929$3.68M0.15%-1,61013F-HRTimeline
Gladstone Institutional Advisory LLC76,903$3.68M0.17%+2,46313F-HRTimeline
Climber Capital SA76,622$3.66M3.01%13F-HRTimeline
Willis Johnson & Associates, Inc.76,518$3.66M0.28%+2,51513F-HRTimeline
Berger Financial Group, Inc76,289$3.65M0.25%-7,36813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC76,243$3.65M0.24%+47,87213F-HRTimeline
Visionary Wealth Advisors76,190$3.64M0.21%+6,29213F-HRTimeline
LifePlan Investment Advisors, Inc.76,122$3.64M2.25%+7,40513F-HRTimeline
Asset Allocation & Management Company, …75,914$3.63M1.98%013F-HRTimeline
Weinberger Asset Management, Inc75,818$3.63M1.51%+31313F-HRTimeline
Financial Advocates Investment Manageme…75,218$3.6M0.2%+9,54313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD75,192$3.6M2.19%+90513F-HRTimeline
A&I FINANCIAL SERVICES, LLC75,078$3.59M3.5%13F-HRTimeline
BOS Asset Management, LLC74,740$3.57M1.28%-1,18313F-HRTimeline
Astra Wealth Partners LLC74,587$3.57M3.36%13F-HRTimeline
Laraway Financial Advisors Inc74,352$3.56M2.74%+10813F-HRTimeline
Stonekeep Investments, LLC73,708$3.52M2.62%+24,60113F-HRTimeline
Florida Trust Wealth Management Co73,482$3.51M0.11%+15,92813F-HRTimeline
Andina Capital Management, LLC72,633$3.47M2.83%+24,04113F-HRTimeline
Warwick Investment Management, Inc.72,033$3.44M0.71%+4,86613F-HRTimeline
Woodward Financial Advisors, Inc.71,916$3.44M1.7%+2313F-HRTimeline
Barry Investment Advisors, LLC71,472$3.42M1.1%-2,33913F-HRTimeline
Independent Family Office, LLC71,283$3.41M1.77%-18013F-HRTimeline
MorganRosel Wealth Management, LLC71,141$3.4M1.12%+40013F-HRTimeline
Strategent Financial, LLC71,002$3.4M3.37%13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …70,567$3.37M0.48%13F-HRTimeline
US FINANCIAL ADVISORS, LLC70,186$3.36M1.03%-1,30813F-HRTimeline
BridgePort Financial Solutions, LLC65,759$3.36M1.52%13F-HRTimeline
Van Cleef Asset Management,Inc70,053$3.35M0.37%-4513F-HRTimeline
NESTEGG ADVISORS, INC.67,049$3.35M3.39%13F-HRTimeline
Scott Capital Advisors, LLC70,596$3.35M0.96%+8,47313F-HRTimeline
DIVERSIFIED TRUST CO69,663$3.33M0.08%+1,26113F-HRTimeline
Baron Wealth Management LLC69,472$3.32M1.56%+36313F-HRTimeline
Atlantic Edge Private Wealth Management…69,298$3.31M1.03%+41,08513F-HRTimeline
Allodium Investment Consultants, LLC69,198$3.31M2.76%13F-HRTimeline
DRW Securities, LLC68,781$3.29M0.22%new13F-HRTimeline
WESBANCO BANK INC68,610$3.28M0.11%-7,42613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC68,500$3.28M0.09%+10,71013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP68,361$3.27M0.05%+6,52013F-HR/ATimelineGroup
Rockingstone Advisors LLC68,355$3.27M1.44%-21,30513F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding68,087$3.26M+61,661Timeline
STEPH & CO67,789$3.24M1.09%-19113F-HRTimeline
CogentBlue Wealth Advisors, LLC67,773$3.24M2.85%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…67,343$3.22M0.9%-1,33213F-HRTimeline
VERITY Wealth Advisors67,157$3.21M2.32%+1,46213F-HRTimeline
Gold Investment Management Ltd.66,817$3.2M1.35%013F-HRTimeline
JENNISON ASSOCIATES LLC66,816$3.2M<0.01%+28,03713F-HRTimeline