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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
SHUFRO ROSE & CO LLC66,765$3.19M0.25%+13,66613F-HRTimeline
Caldwell Trust Co66,700$3.19M0.33%+5,78213F-HRTimeline
Washington Trust Bank66,147$3.16M0.3%+8,79313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Greystone Financial Group, LLC66,140$3.16M0.55%-1,35913F-HRTimeline
Foundation Wealth Management, LLC\PA66,024$3.16M1.53%13F-HRTimeline
Sincerus Advisory, LLC65,442$3.13M3.36%13F-HRTimeline
CONNING INC.in group CONNING INC.65,275$3.12M0.11%013F-HRTimelineGroup
Aegis Wealth Management LLC65,201$3.12M2.11%13F-HRTimeline
GOLDEN ROAD ADVISORS LLC65,180$3.12M2.36%+93513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP61,768$3.08M0.47%-12,99113F-HRTimeline
Flywheel Private Wealth LLC64,493$3.08M2.84%13F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.64,488$3.08M2.81%+75313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC64,062$3.06M0.23%+29,83813F-HRTimeline
Brucke Financial, Inc.61,093$3.05M2.62%13F-HRTimeline
SageView Advisory Group, LLC63,708$3.05M0.13%+18,19013F-HRTimeline
STOCK YARDS BANK & TRUST CO63,687$3.05M0.1%-17,31613F-HRTimeline
Patriot Financial Group Insurance Agenc…63,278$3.03M0.41%-2,64913F-HRTimeline
Provident Wealth Management, LLC63,278$3.03M1.01%-4,41913F-HRTimeline
MARQUETTE ASSOCIATES, INC.62,864$3.01M2.49%+1,99513F-HRTimeline
Pachira Investments Inc.62,821$3M1.84%+76913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC62,733$3M0.98%+17,02513F-HRTimeline
Perennial Investment Advisors, LLC62,675$3M0.35%+5,33413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC62,569$2.99M0.11%-11,53513F-HRTimeline
BARRETT & COMPANY, INC.62,058$2.97M1.25%-1,10913F-HRTimeline
Gray Private Wealth, LLC62,031$2.97M1.77%+2,84113F-HRTimeline
NorthRock Partners, LLC62,005$2.97M0.1%+3,97313F-HR/ATimeline
Baker Avenue Asset Management, LP61,057$2.92M0.09%+3,56013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC60,891$2.91M0.8%+65013F-HRTimeline
Meridian Wealth Management, LLC60,693$2.9M0.14%+1,58813F-HRTimeline
TPG Financial Advisors, LLC60,524$2.89M1.26%+1,51613F-HRTimeline
Echo Wealth Management, LLC60,439$2.89M2%-1,25913F-HRTimeline
RBF Capital, LLC60,000$2.87M0.15%-15,00013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC59,852$2.86M0.17%+6,54913F-HRTimeline
Morling Financial Advisors, LLC59,714$2.86M1%-82113F-HRTimeline
GREAT LAKES ADVISORS, LLC59,532$2.85M0.02%-18,58213F-HRTimeline
LMCG INVESTMENTS, LLC59,395$2.84M0.17%+64613F-HRTimeline
SYM FINANCIAL Corp59,363$2.84M0.37%-1113F-HRTimeline
Stonebridge Financial Planning Group, L…59,115$2.83M1.26%+9,79213F-HRTimeline
WEST BANCORPORATION INC58,972$2.82M1.85%-5,33913F-HRTimeline
Ascent Capital Management, LLC58,799$2.81M2.87%13F-HRTimeline
Armbruster Capital Management, Inc.58,796$2.81M0.57%+6,73313F-HRTimeline
RENASANT BANK58,490$2.8M1.81%+39,17713F-HRTimeline
First National Trust Co58,426$2.79M0.1%-2,10713F-HRTimeline
Quantinno Capital Management LP58,413$2.79M0.03%+12,82713F-HRTimeline
WATERS PARKERSON & CO., LLC58,399$2.79M0.15%+2,06513F-HRTimeline
Birch Hill Investment Advisors LLC58,268$2.79M0.13%-9413F-HRTimeline
Sabal Trust CO58,171$2.78M0.16%-32,73413F-HRTimeline
RiverFront Investment Group, LLC58,033$2.78M0.06%-3,94213F-HRTimeline
Texas Yale Capital Corp.57,968$2.77M0.11%+12,73013F-HRTimeline
NorthLanding Financial Partners, LLC57,745$2.76M2.79%+1,55313F-HRTimeline
PEOPLES BANK /OH57,658$2.76M1.62%+33413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.57,440$2.75M0.15%+11,59713F-HR/ATimelineGroup
LGL PARTNERS, LLC57,409$2.75M0.4%+84413F-HRTimeline
Lodestone Wealth Management LLC57,409$2.75M1.38%-1413F-HRTimeline
Laurel Wealth Planning LLC57,327$2.74M1.77%+1,91313F-HRTimeline
JDM Financial Group LLC57,284$2.74M1.42%-66313F-HRTimeline
Falcon Wealth Planning57,278$2.74M0.31%+6,15813F-HRTimeline
Greykasell Wealth Strategies, Inc.57,270$2.74M1.52%13F-HRTimeline
Washington Trust Advisors, Inc.57,269$2.74M0.23%+34013F-HRTimeline
Legacy Financial Advisors, Inc.57,105$2.73M0.45%+13,54313F-HRTimeline
Moser Wealth Advisors, LLC56,977$2.72M1.42%+1,32013F-HRTimeline
Cushing Capital Partners, LLC56,961$2.72M2.62%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.56,584$2.71M0.17%+2,26013F-HRTimelineGroup
BEACON FINANCIAL GROUP56,568$2.71M0.29%-98913F-HRTimeline
CJM Wealth Advisers, Ltd.56,557$2.7M0.91%+1913F-HRTimeline
BancFirst Trust & Investment Management56,442$2.7M1.21%-2,93813F-HRTimeline
SWMG, LLC54,331$2.68M1.07%+1,00213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC56,116$2.68M1.13%+54,17613F-HRTimeline
ETF Portfolio Partners, Inc.55,843$2.67M0.8%-2,19513F-HRTimeline
General Partner, Inc.55,579$2.66M1.6%013F-HRTimeline
Sightline Wealth Advisors, LLC55,442$2.65M1.43%+3,69113F-HRTimeline
Charter Oak Capital Management, LLC55,150$2.64M0.25%+1,60513F-HRTimeline
Quartz Partners, LLC55,056$2.63M1.6%-1,72813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO54,390$2.6M0.02%+25,04413F-HRTimelineGroup
Archvest Wealth Advisors, Inc.54,383$2.6M1.89%-50,97513F-HRTimeline
PFG Advisors54,320$2.6M0.16%-5,66613F-HRTimeline
Evanson Asset Management, LLC54,276$2.6M0.18%+3,31113F-HRTimeline
Cassady Schiller Wealth Management, LLC54,246$2.59M0.95%+1,80713F-HRTimeline
Grove Bank & Trust54,115$2.59M0.36%+1,39213F-HRTimeline
Fortitude Family Office, LLC53,869$2.58M0.92%+4,78713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.53,551$2.56M0.24%013F-HRTimelineGroup
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…53,500$2.56M0.83%+6,00013F-HRTimelineGroup
LPWM LLC53,057$2.54M0.81%-48013F-HRTimeline
Richard P Slaughter Associates Inc52,854$2.53M0.57%+26,66313F-HRTimeline
Sowell Financial Services LLC52,542$2.51M0.13%+12,76313F-HRTimeline
Bangor Savings Bank52,519$2.51M0.24%-51613F-HRTimeline
SOL Capital Management CO52,490$2.51M0.28%013F-HRTimeline
William Mack & Associates, Inc.52,057$2.49M2.61%13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC52,000$2.49M0.98%+1,05113F-HRTimeline
Rappaport Reiches Capital Management, L…51,927$2.48M0.64%+1,33013F-HRTimeline
Sherman Asset Management, Inc.51,438$2.46M2.25%13F-HRTimeline
Avantax Planning Partners, Inc.51,330$2.45M0.09%-3,86813F-HRTimeline
Mission Creek Capital Partners, Inc.51,208$2.45M0.53%+7,04513F-HRTimeline
Prospera Financial Services Inc50,973$2.44M0.06%+86113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC50,932$2.44M0.04%+7913F-HRTimeline
WINTRUST INVESTMENTS LLC50,886$2.43M2.14%-3,22713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC50,743$2.43M0.08%-2,93113F-HRTimeline
C2C Wealth Management, LLC50,742$2.43M2.25%-60013F-HRTimeline
U.S. Capital Wealth Advisors, LLC50,680$2.42M0.08%+1,66113F-HRTimeline
RTD Financial Advisors, Inc.50,587$2.42M0.31%-1,94613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC50,583$2.42M0.15%+1,62913F-HRTimeline
BURLING WEALTH PARTNERS, LLC49,892$2.39M0.49%13F-HRTimeline
Archford Capital Strategies, LLC49,885$2.39M0.36%+1,92613F-HRTimeline
Hutchens & Kramer Investment Management…49,820$2.38M1.29%+4,40513F-HRTimeline
Compass Ion Advisors, LLC49,794$2.38M0.28%-78913F-HRTimeline
May Hill Capital, LLC49,674$2.38M0.92%13F-HRTimeline
Prospera Capital Management, LLC49,358$2.37M1.73%13F-HR/ATimeline
Kovack Advisors, Inc.49,392$2.36M0.23%+78213F-HRTimeline
Squire Investment Management Company, L…49,249$2.36M1.04%+5,32113F-HRTimeline
N.E.W. Advisory Services LLC49,152$2.35M0.22%+5,22513F-HRTimeline
COURIER CAPITAL LLC49,074$2.35M0.16%-3,01413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV48,883$2.34M0.91%13F-HRTimeline
Cornerstone Wealth Management, LLC48,748$2.33M0.16%+2,91613F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.48,497$2.32M1.08%-6613F-HRTimeline
RKL Wealth Management LLC48,450$2.32M0.21%+35,52613F-HRTimeline
Nova R Wealth, Inc.48,395$2.31M1.17%+84613F-HRTimeline
Riverview Trust Co48,354$2.31M2.1%013F-HRTimeline
Firestone Capital Management48,322$2.31M0.57%-96613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC48,141$2.3M0.9%-2,95813F-HRTimeline
Soltis Investment Advisors LLC48,039$2.3M0.21%-57413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …48,000$2.3M0.29%-2,00013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC47,994$2.3M0.16%+9,00813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC47,787$2.29M0.35%-31913F-HRTimeline
Arbor Wealth Advisors LLC47,683$2.28M2.03%+6,32613F-HRTimeline
Uptown Financial Advisors LLC47,543$2.27M2.45%13F-HRTimeline
Eagle Bluffs Wealth Management LLC47,022$2.25M1.21%-79613F-HRTimeline
Parkwood LLC46,909$2.24M0.28%013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC46,856$2.24M1.07%+79213F-HRTimeline
Creegan & Nassoura Financial Group, LLC46,843$2.24M1.51%-2,68313F-HRTimeline
Archer Investment Corp46,680$2.23M0.6%+13,35913F-HRTimeline
SAX WEALTH ADVISORS, LLC46,669$2.23M0.17%+22,14113F-HRTimeline
LongView Wealth Management46,247$2.21M0.67%+42513F-HRTimeline
Diversified Portfolios, Inc.46,030$2.2M0.24%013F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA46,019$2.2M0.32%13F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC45,975$2.2M0.15%-3,11613F-HRTimeline
Global Wealth Management Investment Adv…45,972$2.2M0.45%+1,16413F-HRTimeline
Lindbrook Capital, LLC45,939$2.2M0.2%-1,62013F-HRTimeline
Fulton Bank, N.A.45,736$2.19M0.08%-1,54313F-HRTimeline
Strategic Financial Planning, Inc.45,558$2.18M1.48%+7413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…45,581$2.18M0.18%-1,849,85813F-HRTimeline
Bleakley Financial Group, LLC45,392$2.17M0.07%+4,06713F-HRTimeline
Burt Wealth Advisors44,911$2.15M0.55%+33,58513F-HRTimeline
Colony Family Offices, LLC44,829$2.14M0.67%+10,40313F-HRTimeline
Legacy Edge Advisors, LLC44,793$2.14M0.34%-1,07713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.44,593$2.13M1.5%-45,54513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp44,543$2.13M0.13%+31,71013F-HRTimelineGroup
Maltin Wealth Management, Inc.44,537$2.13M1.05%-14,69313F-HRTimeline
Belvedere Trading LLC44,472$2.13M0.16%new13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…44,361$2.12M0.43%new13F-HRTimelineGroup
CERTUITY, LLC44,260$2.12M0.23%-10,91713F-HRTimeline
Five Oceans Advisors43,855$2.1M0.96%-1,71213F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC43,622$2.09M1.56%13F-HRTimeline
Canal Capital Management, LLC43,535$2.08M0.34%+4,61513F-HRTimeline
XY Planning Network, Inc.43,518$2.08M1.56%13F-HRTimeline
Alliance Wealth Advisors, LLC43,281$2.07M1.19%+2,57113F-HRTimeline
MAS Advisors LLC43,241$2.07M3.47%+32,18713F-HRTimeline
E&G Advisors, LLC43,147$2.06M0.56%-20013F-HRTimeline
OARSMAN CAPITAL, INC.43,067$2.06M0.36%-2,82213F-HRTimeline
New Century Financial Group, LLC42,863$2.06M0.87%+57913F-HRTimeline
Cromwell Holdings LLC42,922$2.05M1.18%new13F-HRTimeline
Note Advisors, LLC42,318$2.02M1.79%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC42,257$2.02M0.19%-2,00913F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC42,034$2.01M0.07%+4,79513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC42,015$2.01M0.76%+13,68313F-HRTimeline
M3 Advisory Group, LLC41,943$2.01M1.44%+8113F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…41,540$2M1.42%-1,15713F-HRTimeline
United Advisor Group, LLC41,772$2M0.4%+35613F-HRTimeline
CX Institutional41,767$2M0.08%-88,83513F-HRTimeline
Comprehensive Money Management Services…41,724$2M1.65%13F-HRTimeline
APPLETON PARTNERS INC/MA41,591$1.99M0.15%-6,57013F-HRTimeline
Private Wealth Management Group, LLC41,593$1.99M0.76%-1,34113F-HRTimeline
Aquire Wealth Advisors, LLC41,434$1.98M0.61%-1,85313F-HRTimeline
Sovran Advisors, LLC41,641$1.98M0.28%13F-HRTimeline
Aureus Asset Management, LLC41,242$1.97M0.13%+2,05813F-HRTimeline
Holos Integrated Wealth LLC41,221$1.97M1.35%13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC41,111$1.97M0.31%+613F-HRTimeline
SeaCrest Wealth Management, LLC41,022$1.96M0.21%+11713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,869$1.95M<0.01%+40,31013F-HRTimelineGroup
WBH ADVISORY INC40,831$1.95M0.18%+3,92013F-HRTimeline
WEALTHSPAN PARTNERS, LLC40,753$1.95M0.93%+2,99813F-HRTimeline
Custos Family Office, LLC40,730$1.95M0.68%+47713F-HRTimeline
Carr Financial Group Corp40,695$1.95M0.61%-11,01513F-HRTimeline
Asset Dedication, LLC40,613$1.94M0.15%+33313F-HRTimeline
Transce3nd, LLC40,296$1.94M0.66%13F-HRTimeline
FSM Wealth Advisors, LLC39,953$1.93M0.47%+3,75713F-HRTimeline
Western Wealth Management, LLC40,312$1.93M0.13%-72,43713F-HR/ATimeline
Landmark Wealth Management, LLC40,297$1.93M0.85%+84413F-HRTimeline
Montecito Bank & Trust40,054$1.92M0.33%+34413F-HRTimeline
AMG National Trust Bank40,034$1.91M0.05%-6,29613F-HRTimeline
Vectors Research Management, LLC39,734$1.9M0.65%-4,10713F-HRTimeline
Hardy Reed LLC39,567$1.89M0.17%013F-HRTimeline
Cranbrook Wealth Management, LLC39,316$1.88M0.44%+3913F-HRTimeline
DMKC Advisory Services, LLC39,190$1.87M1.7%13F-HRTimeline
One Wealth Advisors, LLC39,147$1.87M0.28%-3,27913F-HRTimeline
Gotham Asset Management, LLC39,082$1.87M0.02%+2,94813F-HRTimeline
Cynosure Group, LLC38,776$1.85M0.28%+11,38213F-HRTimeline
Kennebec Savings Bank39,118$1.85M1.87%+2013F-HRTimeline
CAMBIAR INVESTORS LLC38,760$1.85M0.07%+34,90613F-HRTimeline
Pine Harbor Wealth Management, LLC38,714$1.85M0.75%-31013F-HRTimeline
WASHINGTON TRUST Co38,676$1.85M0.07%+18,75613F-HRTimeline