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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
Essex Financial Services, Inc.group of 2 filers holding126,064$6.41M+846Timeline
Grove Street Fiduciary, LLC126,042$6.41M3.25%-1,79913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV125,957$6.4M1.72%+94013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC125,859$6.4M0.99%-86513F-HRTimeline
Disciplina Capital Management LLC125,615$6.39M0.93%new13F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC124,959$6.35M6.96%+41513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC124,816$6.34M0.14%-1,98713F-HRTimelineGroup
Journey Beyond Wealth, LLC124,405$6.32M5.91%+4,52613F-HRTimeline
FIDUCIARY ADVISORS, INC.124,299$6.32M6.24%+3,54713F-HRTimeline
RS CRUM INC.124,155$6.31M1.7%-90513F-HRTimeline
Arcus Capital Partners, LLC124,121$6.31M2.53%-2,90113F-HRTimeline
BSW Wealth Partners123,388$6.27M0.95%+6,91013F-HRTimeline
Sound Stewardship, LLC122,375$6.22M3.54%+1,83013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC122,095$6.21M0.09%-56,81313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV122,032$6.2M0.5%+1,94213F-HRTimeline
Algorithmic Investment Models, LLC121,737$6.19M4.56%-7,73013F-HRTimeline
Elite Life Management LLC121,381$6.17M19.25%+10,37913F-HRTimeline
WINCAP FINANCIAL LLC121,249$6.16M5.85%+16,17713F-HRTimeline
Veery Capital, LLC119,981$6.1M2.37%-11,51213F-HRTimeline
Stillwater Capital Advisors, LLC119,683$6.08M0.85%+6,44113F-HRTimeline
Farrell Financial LLC119,373$6.07M4.42%-65913F-HRTimeline
Broadview Financial Management, LLC119,014$6.05M4.51%-1,84613F-HRTimeline
CoreFirst Bank & Trust117,777$5.99M3.85%+3,68513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC117,484$5.97M0.69%+11,83913F-HRTimeline
Haverford Trust Co116,850$5.94M0.06%+51313F-HRTimeline
RHS Financial, LLC116,815$5.94M3.33%-6,55513F-HRTimeline
Emprise Bank116,723$5.93M3.17%-3,29713F-HRTimeline
Walkner Condon Financial Advisors LLC116,425$5.92M1.2%-1,12313F-HRTimeline
Clarity Capital Advisors, LLC116,260$5.91M3.88%+25813F-HRTimeline
Meridian Wealth Advisors, LLC116,181$5.91M1%+4,71313F-HRTimeline
Hughes Financial Services, LLC115,283$5.88M1.15%-1,01613F-HRTimeline
LifeGuide Financial Advisors, LLC115,364$5.86M2.39%+3,47213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding110,164$5.83M-5,510Timeline
Tamar Securities, LLC114,698$5.83M0.79%+8,95113F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC114,193$5.8M2.36%+1,32313F-HRTimeline
Creekside Partners113,980$5.79M3.03%+83113F-HRTimeline
Taylor Hoffman Capital Management LLC113,342$5.78M2.14%+3,24013F-HRTimeline
SACHEM HILL LLC113,662$5.78M1.14%-41713F-HRTimeline
Rothschild Wealth LLC112,918$5.74M1.61%+2,53913F-HRTimeline
AlphaCore Capital LLC112,279$5.71M0.49%new13F-HRTimeline
Checchi Capital Advisers, LLC111,657$5.68M0.4%+40313F-HRTimeline
Victrix Investment Advisors116,641$5.66M2.97%new13F-HRTimeline
Interchange Capital Partners, LLC109,470$5.56M1.56%+71,57813F-HRTimeline
Forefront Analytics, LLC109,288$5.56M6.39%+50513F-HRTimeline
Capital Asset Advisory Services LLC108,511$5.55M0.28%+5,80913F-HRTimeline
Narus Financial Partners, LLC108,879$5.53M1.88%-1,77313F-HRTimeline
NorthStar Asset Management LLC /NJ/108,601$5.52M3.45%+4,83513F-HRTimeline
TWO SIGMA SECURITIES, LLC108,585$5.52M0.84%new13F-HRTimeline
Gradient Capital Advisors, LLC108,468$5.51M1.8%+5,39913F-HRTimeline
Fairman Group, LLC116,107$5.46M5.01%-4,36313F-HRTimeline
Csenge Advisory Group106,823$5.42M0.31%+2,56213F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC106,232$5.4M1.12%+2,06213F-HRTimeline
Graves Light Lenhart Wealth, Inc.106,153$5.4M0.66%+3,43313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC105,388$5.36M0.14%+91,66213F-HRTimeline
Crescent Grove Advisors, LLC105,372$5.36M0.56%-1,72613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC105,298$5.35M0.09%+413F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC105,283$5.35M0.39%+11,02113F-HRTimeline
Stone Summit Wealth LLC105,197$5.35M1.81%+11,24813F-HRTimeline
Tradition Wealth Management, LLC104,910$5.33M0.47%+4,36913F-HRTimeline
First PREMIER Bank104,909$5.33M1.35%-7,48313F-HRTimeline
Certified Advisory Corp104,666$5.32M0.6%+1,86713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.104,534$5.31M<0.01%-27,50613F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC104,492$5.31M0.5%+4,14613F-HRTimeline
Rehmann Capital Advisory Group103,854$5.28M0.33%+1,41413F-HRTimeline
Mayflower Financial Advisors, LLC103,564$5.27M0.8%+8913F-HRTimeline
Duncan Williams Asset Management, LLC103,371$5.25M1.9%+25,08713F-HRTimeline
TPG Advisors LLC103,053$5.24M4.13%+6213F-HRTimeline
Northland Capital Management LLC102,488$5.21M3.52%-26313F-HRTimeline
Blue Investment Partners LLC102,430$5.21M1.96%+26813F-HRTimeline
BEARING POINT CAPITAL, LLC101,622$5.17M1.1%-3,14513F-HRTimeline
CIDEL ASSET MANAGEMENT INC101,546$5.16M0.34%013F-HRTimeline
Bakala Capital LLC101,338$5.15M29.52%+19,28513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Marathon Strategic Advisors, LLC100,651$5.12M5.5%-2,99213F-HRTimeline
Topel & Distasi Wealth Management, LLC99,860$5.08M2.37%-37,25313F-HRTimeline
Bank of New Hampshire99,668$5.07M1.33%-1,86713F-HRTimeline
Aegis Wealth Management LLC99,513$5.06M2.97%+34,31213F-HRTimeline
Fort Sheridan Advisors LLC98,577$5.01M0.76%+1,12913F-HRTimeline
Turtle Creek Wealth Advisors, LLC98,546$5.01M0.75%-1,32613F-HRTimeline
McAdam, LLC98,235$4.99M0.31%-30,85613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC97,707$4.97M0.15%-2,03713F-HRTimeline
Strategent Financial, LLC97,643$4.96M4.49%+26,64113F-HRTimeline
Fortis Advisors, LLC97,282$4.94M3.22%+17513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …97,185$4.94M0.75%+4,37313F-HRTimeline
Sagace Wealth Management LLC96,971$4.93M3.73%-1,50813F-HRTimeline
PRIVATE TRUST CO NA96,783$4.92M0.51%-9,64713F-HRTimeline
Sensible Financial Planning & Managemen…96,565$4.91M0.98%+7,22913F-HRTimeline
Wood Tarver Financial Group, LLC95,986$4.88M1.59%+4,22913F-HRTimeline
DDFG, Inc95,620$4.86M1.35%-7,50813F-HRTimeline
WEDBUSH SECURITIES INC95,480$4.85M0.18%+16,40513F-HRTimeline
Quantinno Capital Management LP95,398$4.85M0.03%+36,98513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC95,340$4.85M0.23%+53213F-HRTimelineGroup
Kentucky Farm Bureau Mutual Insurance Co95,000$4.83M1.13%013F-HRTimeline
Trevian Wealth Management LLC94,954$4.83M3.44%+3,50513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC94,826$4.82M1.04%-3,05013F-HRTimeline
Smithfield Trust Co94,650$4.81M0.24%-18113F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC94,493$4.8M2.25%-1,95513F-HRTimeline
SENTINEL TRUST CO LBA93,679$4.76M0.56%-6,72713F-HRTimeline
MorganRosel Wealth Management, LLC93,350$4.74M1.44%+22,20913F-HRTimeline
W.H. Cornerstone Investments Inc.93,207$4.74M3.27%+2,80513F-HRTimeline
Arkadios Wealth Advisors93,032$4.73M0.18%+69,17313F-HRTimeline
Life Planning Partners, Inc92,413$4.7M4.25%+1,01513F-HRTimeline
XY Planning Network, Inc.91,761$4.66M3.11%+48,24313F-HRTimeline
Avestar Capital, LLC91,524$4.65M0.44%-22,81613F-HRTimeline
Peterson Wealth Advisors, LLC100,763$4.62M0.89%+84,84913F-HRTimeline
A&I FINANCIAL SERVICES, LLC90,742$4.61M3.12%+15,66413F-HRTimeline
Ascent Capital Management, LLC90,462$4.6M4.63%+31,66313F-HRTimeline
RENASANT BANK90,100$4.58M3.03%+31,61013F-HRTimeline
Texas Capital Bancshares Inc/TX90,065$4.58M1.95%+2,36713F-HRTimeline
William Mack & Associates, Inc.89,491$4.55M3.89%+37,43413F-HRTimeline
FC Advisory LLC89,441$4.55M1.54%+75413F-HRTimeline
Alley Investment Management Company, LLC88,834$4.52M0.57%-93313F-HRTimeline
Single Point Partners, LLC88,614$4.5M1.06%+1,41913F-HRTimeline
Financial Insights, Inc.88,528$4.5M1.79%-10,86013F-HRTimeline
Cypress Wealth Services, LLC88,408$4.49M0.91%-1,31713F-HRTimeline
Foundation Wealth Management, LLC\PA88,352$4.49M2.14%+22,32813F-HRTimeline
Warwick Investment Management, Inc.88,249$4.49M0.93%+16,21613F-HRTimeline
Callan Family Office, LLC88,236$4.49M0.34%-7,84313F-HRTimeline
MidAtlantic Capital Management, Inc.88,203$4.48M3.52%-7313F-HRTimeline
Andina Capital Management, LLC87,994$4.47M3.19%+15,36113F-HRTimeline
Bestgate Wealth Advisors, LLC87,852$4.47M9.26%-3,77813F-HRTimeline
PARK NATIONAL CORP /OH/87,701$4.46M0.16%+1,91513F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …87,132$4.43M0.26%-13,47513F-HRTimelineGroup
IHT Wealth Management, LLC85,800$4.42M0.14%-12213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\86,893$4.42M<0.01%+77713F-HRTimelineGroup
LVW Advisors, LLC86,755$4.41M0.53%-2,60913F-HRTimeline
Foundations Investment Advisors, LLC86,549$4.4M0.08%-12,72413F-HRTimeline
LifePlan Investment Advisors, Inc.86,420$4.39M2.53%+10,29813F-HRTimeline
Kingsview Wealth Management, LLC86,306$4.39M0.08%-15,48013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV86,119$4.38M0.97%+1,22913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC85,557$4.35M0.16%+3,38513F-HRTimelineGroup
Old North State Trust, LLC90,547$4.33M2.75%013F-HRTimeline
COURIER CAPITAL LLC84,796$4.31M0.28%+35,72213F-HRTimeline
Marks Group Wealth Management, Inc84,518$4.3M0.41%+77,78213F-HRTimeline
ARQ WEALTH ADVISORS, LLC84,405$4.29M1.59%-1,63313F-HRTimeline
James J. Burns & Company, LLC84,298$4.28M0.77%+1,00813F-HRTimeline
SIMPLEX TRADING, LLC83,955$4.27M0.15%new13F-HRTimeline
Grey Ledge Advisors, LLC83,579$4.25M1.12%-9,87213F-HRTimeline
JT Stratford LLC83,287$4.23M0.75%-27,51713F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC83,238$4.23M0.51%-7,77413F-HRTimeline
CONDOR CAPITAL MANAGEMENT83,042$4.22M0.39%-1,33913F-HRTimeline
Caldwell Trust Co82,917$4.21M0.45%+16,21713F-HRTimeline
Florida Trust Wealth Management Co82,749$4.21M0.14%+9,26713F-HRTimeline
Bleakley Financial Group, LLC82,591$4.2M0.13%+37,19913F-HRTimeline
ETF Store, Inc.82,517$4.19M5.15%-68213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC82,334$4.19M0.25%+4,07013F-HRTimeline
Summit Financial Strategies, Inc.82,113$4.17M0.42%-1,08513F-HRTimeline
Ironwood Financial, llc81,886$4.16M0.89%-3,32513F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI81,853$4.16M0.31%-110,80013F-HRTimeline
Burt Wealth Advisors81,600$4.15M1.04%+36,68913F-HRTimeline
PARTHENON LLC81,461$4.14M0.51%+48513F-HRTimeline
Rockingstone Advisors LLC81,380$4.14M1.86%+13,02513F-HRTimeline
Whipplewood Advisors, LLC84,690$4.13M2.95%+3,59513F-HRTimeline
Shepherd Financial Partners LLC81,153$4.12M0.48%-4,01913F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC81,032$4.12M0.62%-12,80113F-HRTimeline
Opes Wealth Management LLC80,961$4.12M0.83%-56,65513F-HRTimeline
Visionary Wealth Advisors80,381$4.09M0.25%+4,19113F-HRTimeline
NWAM LLC80,264$4.08M0.35%-197,80713F-HRTimeline
Wescott Financial Advisory Group, LLC79,967$4.06M0.42%-6,55113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC79,613$4.05M0.81%-2,03613F-HRTimeline
FSA Advisors, Inc.79,116$4.02M3.19%+60,43013F-HRTimeline
Astra Wealth Partners LLC78,629$4M3.82%+4,04213F-HRTimeline
Laraway Financial Advisors Inc78,596$4M3.17%+4,24413F-HRTimeline
Silver Coast Investments LLC78,258$3.98M1.51%-5,91613F-HRTimeline
Maia Wealth LLC79,160$3.96M0.9%-3,26313F-HRTimeline
Compass Financial Group, Inc.77,831$3.96M2.03%+70213F-HRTimeline
HM PAYSON & CO77,692$3.95M0.07%-4,14313F-HRTimeline
Willis Johnson & Associates, Inc.77,103$3.92M0.3%+58513F-HRTimeline
DIVERSIFIED TRUST CO77,039$3.92M0.1%+7,37613F-HRTimeline
Climber Capital SA88,807$3.91M3.08%+12,18513F-HRTimeline
Mill Creek Capital Advisors, LLC76,914$3.91M0.09%+62,70113F-HRTimeline
WEST BANCORPORATION INC76,423$3.88M2.64%+17,45113F-HRTimeline
Gladstone Institutional Advisory LLC76,417$3.88M0.18%-48613F-HRTimeline
Stonekeep Investments, LLC76,207$3.87M2.86%+2,49913F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…76,018$3.86M0.71%+41,85513F-HRTimelineGroup
Asset Allocation & Management Company, …75,914$3.86M1.95%013F-HRTimeline
Traction Financial Partners, LLC75,087$3.82M2.98%-39,25913F-HRTimeline
Verum Partners LLC75,040$3.81M1.03%-2,59413F-HRTimeline
Americana Partners, LLC74,556$3.79M0.15%-2,37313F-HRTimeline
Diversified Enterprises, LLC74,484$3.79M0.32%+61,03013F-HRTimeline
Avos Capital Management, LLC74,363$3.78M2.49%+15513F-HRTimeline
Berger Financial Group, Inc74,278$3.78M0.26%-2,01113F-HRTimeline
Monument Capital Management73,996$3.76M1.16%-249,90013F-HRTimeline
Curi Capital, LLC73,619$3.74M0.09%-37,93513F-HRTimeline
SAX WEALTH ADVISORS, LLC72,982$3.71M0.27%+26,31313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD72,960$3.71M2.23%-2,23213F-HRTimeline
BOS Asset Management, LLC72,956$3.71M1.27%-1,78413F-HRTimeline
Weinberger Asset Management, Inc72,439$3.68M1.58%-3,37913F-HRTimeline
Independent Family Office, LLC72,333$3.68M1.93%+1,05013F-HRTimeline
Scott Capital Advisors, LLC72,107$3.67M1.09%+1,51113F-HRTimeline
FFT WEALTH MANAGEMENT LLC72,066$3.66M0.77%-18,61413F-HRTimeline
Patriot Financial Group Insurance Agenc…71,603$3.64M0.49%+8,32513F-HRTimeline
LMCG INVESTMENTS, LLC71,366$3.63M0.24%+11,97113F-HRTimeline
Baker Avenue Asset Management, LP71,154$3.62M0.11%+10,09713F-HRTimeline
Woodward Financial Advisors, Inc.71,065$3.61M1.71%-85113F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…70,800$3.6M1.35%+17,30013F-HRTimelineGroup
Columbus Macro, LLC70,748$3.6M0.47%-13,45013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …70,572$3.59M0.52%+513F-HRTimeline
GOLDEN ROAD ADVISORS LLC70,564$3.59M2.8%+5,38413F-HRTimeline
U.S. Capital Wealth Advisors, LLC70,231$3.57M0.11%+19,55113F-HRTimeline
Federation des caisses Desjardins du Qu…70,086$3.56M0.02%+36,78013F-HRTimeline