Skip to content
Disclosery

VEA VANGUARD TAX-MANAGED FDS

Follow

SHS (fund)

2,977 managers (3,013 13F filers) reported a position in VEA shares at 2026-06-30, 2,406,764,594 shares in all. 165 filers opened a position and 81 filers sold out during the quarter.

Managers
2,977
13F filers
3,013
New
165
Added
1,478
Reduced
998
Sold out
81
Shares held by filers
2,406,764,594

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
DIVERSIFIED TRUST CO97,556$6.95M0.11%-7,62713F-HRTimeline
Schuylkill Financial LLC97,263$6.93M6.41%13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC97,107$6.92M0.15%+5,72113F-HRTimeline
One Capital Management, LLC107,785$6.91M0.19%013F-HRTimeline
Broadview Financial Management, LLC96,920$6.91M4.22%-2,03213F-HRTimeline
ETF Store, Inc.96,254$6.86M5.74%+6,82713F-HRTimeline
Adelphi Trust Co96,034$6.84M4.54%+17,45613F-HRTimeline
CIDEL ASSET MANAGEMENT INC95,913$6.83M0.33%-43213F-HRTimeline
Balboa Wealth Partners95,698$6.82M0.93%-29613F-HRTimeline
Clear Creek Financial Management, LLC95,467$6.8M0.44%+8,69013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …95,175$6.78M0.8%+7,15013F-HRTimeline
Mission Hills Financial Advisory, LLC95,127$6.78M2.98%-80,73813F-HRTimeline
SACHEM HILL LLC93,996$6.7M1.19%-2,15213F-HRTimeline
GREAT LAKES ADVISORS, LLC93,950$6.69M0.05%+73713F-HRTimeline
Sightline Wealth Advisors, LLC93,700$6.68M2.44%+9,30613F-HRTimeline
Dynamic Wealth Strategies, LLC93,562$6.67M3.55%-1,59513F-HRTimeline
Smithfield Trust Co93,437$6.65M0.27%-2,32413F-HRTimeline
Walker Financial Services, Inc.93,008$6.63M2.05%+13,76913F-HRTimeline
Bakala Capital LLC92,853$6.62M28.98%+49313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Insights, Inc.92,812$6.61M1.74%+5513F-HRTimeline
Single Point Partners, LLC92,241$6.57M1.16%+30913F-HRTimeline
WEST BANCORPORATION INC92,168$6.57M2.81%+6,15913F-HRTimeline
Ascent Wealth Partners, LLC91,573$6.52M0.65%-3213F-HRTimeline
Stonebridge Financial Planning Group, L…91,505$6.52M2.08%+2,89913F-HRTimeline
Stonekeep Investments, LLC91,382$6.51M3.79%+2,54113F-HRTimeline
DDFG, Inc91,376$6.51M1.29%-2,70013F-HRTimeline
LOM Asset Management Ltd91,372$6.51M1.68%-21,37513F-HRTimeline
FC Advisory LLC90,679$6.46M1.71%+41013F-HRTimeline
FIDUCIENT ADVISORS LLC90,579$6.45M0.92%-5,14113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP90,291$6.43M0.23%013F-HRTimeline
Bestgate Wealth Advisors, LLC89,975$6.41M10.21%+4,17013F-HRTimeline
Sound Financial Strategies Group, LLC89,663$6.39M4.06%+21113F-HRTimeline
Symmetry Partners, LLC89,604$6.38M0.33%-2,56513F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC88,670$6.32M2.21%+1,83013F-HRTimeline
Americana Partners, LLC88,645$6.32M0.14%-1,23313F-HRTimeline
Essential Planning, LLC.88,398$6.3M1.78%+16,18713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC88,181$6.28M0.42%+1,22013F-HRTimeline
MidAtlantic Capital Management, Inc.87,227$6.21M3.86%-1,85313F-HRTimeline
Pine Harbor Wealth Management, LLC87,136$6.21M1.66%+3,19113F-HRTimeline
Petros Family Wealth, LLC87,034$6.2M3.79%+2,88713F-HRTimeline
Trinity Financial Advisors LLC87,016$6.2M1.59%-10813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC87,013$6.2M0.11%+53713F-HRTimeline
Alley Investment Management Company, LLC86,863$6.19M0.72%+52213F-HRTimeline
Mayflower Financial Advisors, LLC86,785$6.18M0.53%-8,32113F-HRTimeline
Climber Capital SA86,707$6.17M3.77%+15,44713F-HRTimeline
PARTHENON LLC86,150$6.14M0.64%+3,52513F-HRTimeline
Checchi Capital Advisers, LLC85,593$6.1M0.39%+10613F-HRTimeline
JDM Financial Group LLC85,512$6.09M2.08%+31,57713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS84,851$6.04M0.61%+80,47213F-HRTimeline
SAPIENT CAPITAL LLC84,689$6.03M0.08%+11,88513F-HR/ATimeline
Visionary Wealth Advisors84,349$6.01M0.24%+6,38413F-HRTimeline
Wescott Financial Advisory Group, LLC84,248$6M0.46%-1,49813F-HRTimeline
Traction Financial Partners, LLC84,138$5.99M3.18%+10,02813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…83,987$5.98M0.9%+11,99513F-HRTimeline
Columbus Macro, LLC83,840$5.97M0.58%+44613F-HRTimeline
Laurel Wealth Planning LLC83,650$5.96M2.64%+35313F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC83,217$5.93M1.47%+1,27913F-HRTimeline
Donalies Financial Planning, LLC83,096$5.92M4.36%-78913F-HRTimeline
High Note Wealth, LLC83,095$5.92M1.01%+11,86913F-HRTimeline
Peterson Wealth Advisors, LLC83,042$5.92M0.7%-2,90213F-HRTimeline
Stillwater Private Wealth, LLC80,572$5.91M3.85%+51,70913F-HRTimeline
James J. Burns & Company, LLC82,796$5.9M0.64%-30413F-HRTimeline
A&I FINANCIAL SERVICES, LLC82,715$5.89M2.57%-1,82313F-HRTimeline
Northland Capital Management LLC82,608$5.89M3.17%+3,75513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC82,532$5.88M0.27%-51213F-HRTimeline
Autumn Glory Partners, LLC82,297$5.86M1.66%+9,91513F-HRTimeline
Crusonia Wealth Advisors LLC82,225$5.86M0.96%+1,14313F-HRTimeline
Verum Partners LLC82,156$5.85M0.88%-1,68713F-HRTimeline
PAX Financial Group, LLC81,981$5.84M0.87%-42,00313F-HRTimeline
Sagace Wealth Management LLC81,811$5.83M3.69%-51213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC81,285$5.79M0.99%+3,47713F-HRTimeline
Sellwood Investment Partners LLC81,043$5.77M2.04%+41,15513F-HRTimeline
LANE BROTHERS & CO INC80,939$5.77M3.77%-30,90613F-HRTimeline
Life Planning Partners, Inc80,913$5.77M4.28%-7,30313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD80,243$5.72M2.34%+3,29913F-HRTimeline
Legacy Financial Group LLC80,147$5.71M0.64%-5,19113F-HRTimeline
Squire Investment Management Company, L…79,699$5.68M1.37%+1,81713F-HRTimeline
Federation des caisses Desjardins du Qu…79,593$5.66M0.02%+3,63213F-HRTimeline
CONDOR CAPITAL MANAGEMENT79,017$5.63M0.42%-1,48213F-HRTimeline
Asset Allocation & Management Company, …78,938$5.62M1.83%+6,89913F-HRTimeline
Summit Financial Strategies, Inc.78,919$5.62M0.39%-7613F-HRTimeline
Willis Johnson & Associates, Inc.78,748$5.61M0.31%-3,00913F-HRTimeline
GOLDEN ROAD ADVISORS LLC78,384$5.58M2.71%+49913F-HRTimeline
Brady Martz Wealth Solutions, LLC78,286$5.58M0.84%+60813F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE78,117$5.57M0.76%-23,80513F-HRTimeline
LMCG INVESTMENTS, LLC77,841$5.55M0.3%+1,07013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC77,683$5.53M<0.01%+34,72513F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.77,438$5.52M0.33%+22,91913F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC77,353$5.51M0.73%-2,05613F-HRTimeline
Bravera Wealth77,145$5.5M2.11%+1,43513F-HRTimeline
Glassman Wealth Services77,043$5.49M0.66%+2,17613F-HRTimeline
PACIFIC FINANCIAL GROUP INC76,890$5.48M2.63%-16,96513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC76,876$5.48M1.37%-7,50213F-HRTimeline
Laraway Financial Advisors Inc76,622$5.46M3.31%-2,77613F-HRTimeline
SWMG, LLC77,165$5.45M1.28%-2,31113F-HRTimeline
Prospera Financial Services Inc76,354$5.44M0.08%+55613F-HRTimeline
BOSTON FAMILY OFFICE LLC76,352$5.44M0.33%+11,31613F-HRTimeline
ARIEL INVESTMENTS, LLC75,980$5.41M0.05%new13F-HRTimeline
BridgePort Financial Solutions, LLC75,967$5.41M1.38%+88413F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co75,986$5.41M0.01%-15,83013F-HRTimelineGroup
SteelPeak Wealth, LLC75,839$5.4M0.14%+3,57613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC75,652$5.39M0.1%-44,82613F-HRTimeline
BIRCH FINANCIAL GROUP, LLC75,362$5.37M2.76%+18,37713F-HRTimeline
SENTINEL TRUST CO LBA75,317$5.37M0.48%-6,21313F-HRTimeline
UNIQUE WEALTH, LLC75,068$5.35M0.62%+2,23113F-HRTimeline
BOS Asset Management, LLC74,993$5.34M1.24%-4313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC74,761$5.33M1.09%+2,01913F-HRTimeline
Marks Group Wealth Management, Inc74,666$5.32M0.46%-5,67913F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI74,416$5.3M0.23%-1,31213F-HRTimeline
Proficio Capital Partners LLC74,223$5.29M0.19%+1013F-HRTimeline
Graetz Wealth LLC73,944$5.27M4.2%-20,64013F-HRTimeline
Evanson Financial, LLC73,855$5.26M0.26%13F-HRTimeline
KINTRA WEALTH, LLC71,467$5.26M0.27%-28,40313F-HRTimeline
PATTON FUND MANAGEMENT, INC.73,757$5.26M1.14%+6,38113F-HRTimeline
Hughes Financial Services, LLC73,369$5.23M0.69%-92713F-HRTimeline
Disciplina Capital Management LLC73,320$5.22M0.54%-18,34013F-HRTimeline
E&G Advisors, LLC73,317$5.22M1.01%+1,12913F-HRTimeline
PRIVATE TRUST CO NA73,024$5.2M0.42%+1,18013F-HRTimeline
Leeward Financial Partners, LLC72,812$5.19M1.36%+2,34613F-HRTimeline
Luminvest Wealth Management LLC72,323$5.15M1.2%-2,68213F-HRTimeline
First National Trust Co72,274$5.15M0.17%-7,63913F-HRTimeline
Nabity-Jensen Investment Management Inc72,192$5.14M3.15%-22113F-HRTimeline
Napier Financial, LLC71,983$5.13M1.07%+87913F-HRTimeline
ARQ WEALTH ADVISORS, LLC71,951$5.07M0.63%-11,06913F-HRTimeline
Rockingstone Advisors LLC71,024$5.06M2.03%+35513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD70,960$5.06M0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.70,810$5.05M1.83%+9,10713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO70,748$5.04M0.42%+39113F-HRTimeline
WATERS PARKERSON & CO., LLC70,483$5.02M0.25%+2,69113F-HRTimeline
Conservest Capital Advisors, Inc.70,395$5.02M0.4%+30013F-HRTimeline
STOCK YARDS BANK & TRUST CO70,162$5M0.14%-4,23713F-HR/ATimeline
Sincerus Advisory, LLC70,129$5M3.39%+1,47313F-HRTimeline
Prospera Capital Management, LLC68,948$4.96M1.55%+17,07513F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC69,516$4.95M1.1%new13F-HRTimeline
RENASANT BANK69,514$4.95M3.18%+88713F-HRTimeline
Baker Avenue Asset Management, LP69,138$4.93M0.09%-51713F-HRTimeline
Nova R Wealth, Inc.68,955$4.91M1.43%-5,93413F-HRTimeline
CITY HOLDING CO68,551$4.88M0.55%+7,72313F-HRTimeline
NorthLanding Financial Partners, LLC68,519$4.88M3.38%+12,50713F-HRTimeline
Perennial Advisors, LLC68,254$4.86M0.75%+8,26213F-HRTimeline
WESBANCO BANK INC67,973$4.84M0.12%-7,20713F-HRTimeline
Krane Financial Solutions LLC67,865$4.84M2.98%-1,06013F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …67,778$4.83M1.66%13F-HRTimeline
Spartan Wealth Advisory Services LLC67,657$4.82M0.39%-67413F-HRTimeline
Oakmont Advisory Group, LLC67,228$4.79M4.02%+1,40113F-HRTimeline
Woodward Financial Advisors, Inc.66,935$4.77M1.59%-1,60913F-HRTimeline
NESTEGG ADVISORS, INC.66,927$4.77M3.37%+1,82613F-HRTimeline
Magnus Financial Group LLC66,496$4.74M0.34%+6,08013F-HRTimeline
Parkside Financial Bank & Trust66,466$4.74M0.32%+17913F-HRTimeline
Gold Investment Management Ltd.66,412$4.73M1.28%-10113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding66,307$4.72M+1,119Timeline
Barry Investment Advisors, LLC66,214$4.72M0.99%-2,68013F-HRTimeline
Performance Wealth Partners, LLC66,175$4.71M0.12%+17,31313F-HRTimeline
LPWM LLC66,057$4.71M1.04%+27913F-HRTimeline
OPINICUS CAPITAL, INC.65,900$4.7M2.51%-1,24513F-HRTimeline
Elm Partners Management LLC65,799$4.69M0.14%+5,78013F-HR/ATimeline
CAMELOT TECHNOLOGY ADVISORS, INC.65,779$4.69M3.2%+25813F-HRTimeline
Greenspring Advisors, LLC65,627$4.68M0.26%-3,68613F-HRTimeline
Wingate Wealth Advisors, Inc.65,589$4.67M2.06%+3,39713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC64,984$4.63M0.22%-78813F-HRTimeline
Armbruster Capital Management, Inc.64,833$4.62M0.69%-1,71113F-HRTimeline
Calydon Capital64,628$4.6M0.67%+33213F-HRTimeline
Capital Investment Advisory Services, L…64,361$4.59M0.28%+41,85113F-HRTimeline
Northstar Financial Companies, Inc.64,217$4.58M3.08%013F-HRTimeline
CALTON & ASSOCIATES, INC.64,168$4.57M0.67%-10,25713F-HRTimeline
CJM Wealth Advisers, Ltd.64,153$4.57M1.2%+93613F-HRTimeline
Cordgrass Capital Advisors, LLC64,037$4.56M1.7%-99413F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management63,993$4.56M0.58%+6,52213F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC63,458$4.52M1.43%+1,56513F-HRTimeline
FFT WEALTH MANAGEMENT LLC63,097$4.5M0.7%+11813F-HRTimeline
VERITY Wealth Advisors63,012$4.49M2.71%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP62,912$4.48M0.06%-15213F-HRTimelineGroup
Manchester Capital Management LLC62,686$4.47M0.58%+4,58313F-HRTimeline
LCW Services, LLC62,539$4.46M1.94%-1,61713F-HRTimeline
Quartz Partners, LLC62,466$4.45M1.46%+68713F-HRTimeline
PFC CAPITAL GROUP, INC.62,398$4.45M1.71%+1,40413F-HRTimeline
DEARBORN PARTNERS LLC62,227$4.43M0.25%+14,58013F-HR/ATimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC61,749$4.4M1.25%-35113F-HRTimeline
Allodium Investment Consultants, LLC61,732$4.4M1.87%-92513F-HRTimeline
Old Peak Finance LLC61,506$4.38M2.12%+913F-HRTimeline
Monument Capital Management61,417$4.38M0.88%-2,88113F-HRTimeline
Private Advisory Group LLC61,376$4.37M0.24%new13F-HRTimeline
INNEALTA CAPITAL, LLC61,347$4.37M2.33%+26713F-HRTimeline
S.A. Mason LLC61,131$4.36M1.34%+16,05613F-HRTimeline
Bath Savings Trust Co61,077$4.35M0.45%+9,13913F-HRTimeline
BARRETT & COMPANY, INC.61,073$4.35M1.22%-32613F-HRTimeline
Atlantic Edge Private Wealth Management…61,070$4.35M0.89%-1,25013F-HRTimeline
Shepherd Financial Partners LLC60,784$4.33M0.36%+21913F-HRTimeline
Cushing Capital Partners, LLC60,768$4.33M2.98%+2,98413F-HRTimeline
Washington Trust Advisors, Inc.60,707$4.33M0.32%-71813F-HRTimeline
Sowell Financial Services LLC60,387$4.3M0.14%+9,38413F-HRTimeline
Granite Bay Wealth Management, LLC60,192$4.29M0.39%+45,76113F-HRTimeline
WAYSTONE ADVISORS LLC60,159$4.29M3.2%+1,18213F-HRTimeline
ROCKLAND TRUST CO59,963$4.27M0.17%+18813F-HRTimeline
Topel & Distasi Wealth Management, LLC59,869$4.27M2.06%-6,12213F-HRTimeline
Roehl & Yi Investment Advisors, LLC156,405$4.25M1.41%+3,55113F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp59,678$4.25M0.03%+6,28013F-HRTimelineGroup
Gray Private Wealth, LLC59,292$4.22M1.83%+57513F-HRTimeline
Lodestone Wealth Management LLC58,956$4.2M1.48%-42013F-HRTimeline
Aegis Wealth Management LLC58,712$4.18M1.97%-60013F-HRTimeline