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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
DAVENPORT & Co LLC69,845$3.55M0.02%-17,34613F-HRTimeline
US FINANCIAL ADVISORS, LLC69,531$3.53M1.04%-65513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC69,344$3.52M0.32%+5,28213F-HR/ATimeline
Annis Gardner Whiting Capital Advisors,…69,343$3.52M1.49%+2,00013F-HRTimeline
Barry Investment Advisors, LLC69,300$3.52M0.94%-2,17213F-HRTimeline
Grove Bank & Trust68,994$3.51M0.47%+14,87913F-HRTimeline
NOTTINGHAM ADVISORS, INC.68,473$3.48M0.53%-20,91013F-HRTimeline
Conservest Capital Advisors, Inc.68,425$3.48M0.37%-79,24113F-HRTimeline
TPG Financial Advisors, LLC68,363$3.47M1.54%+7,83913F-HRTimeline
Flywheel Private Wealth LLC68,193$3.47M3.16%+3,70013F-HRTimeline
OPINICUS CAPITAL, INC.68,191$3.47M3.07%-8,87613F-HRTimeline
VERITY Wealth Advisors68,024$3.46M2.56%+86713F-HRTimeline
Northstar Financial Companies, Inc.67,796$3.45M3.74%-11,66813F-HRTimeline
Nabity-Jensen Investment Management Inc67,388$3.43M2.72%-20,12713F-HRTimeline
Atlantic Edge Private Wealth Management…66,979$3.4M1.04%-2,31913F-HRTimeline
Van Cleef Asset Management,Inc66,953$3.4M0.38%-3,10013F-HRTimeline
Gold Investment Management Ltd.66,817$3.4M1.44%013F-HRTimeline
NorthRock Partners, LLC66,793$3.4M0.11%+4,78813F-HRTimeline
Sightline Wealth Advisors, LLC66,420$3.38M1.78%+10,97813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…66,268$3.37M0.3%+20,68713F-HRTimeline
STEPH & CO66,034$3.36M1.21%-1,75513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP65,893$3.35M0.06%-2,46813F-HRTimelineGroup
North Star Investment Management Corp.65,822$3.35M0.24%+49,92513F-HRTimeline
CALTON & ASSOCIATES, INC.65,525$3.33M0.76%+31,02513F-HR/ATimeline
BridgePort Financial Solutions, LLC65,512$3.33M1.5%-24713F-HRTimeline
Perennial Investment Advisors, LLC65,307$3.32M0.37%+2,63213F-HRTimeline
Allodium Investment Consultants, LLC65,278$3.32M2.45%-3,92013F-HRTimeline
CONNING INC.in group CONNING INC.65,275$3.32M0.12%013F-HRTimelineGroup
NESTEGG ADVISORS, INC.64,993$3.3M3.51%-2,05613F-HRTimeline
Sincerus Advisory, LLC64,928$3.3M3.48%-51413F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.64,765$3.29M3.04%+27713F-HRTimeline
Brucke Financial, Inc.62,244$3.29M2.86%+1,15113F-HRTimeline
Stonebridge Financial Planning Group, L…64,399$3.27M1.49%+5,28413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC63,360$3.22M0.09%-5,14013F-HRTimeline
Red Tortoise LLC62,713$3.19M1.66%+25,68813F-HRTimeline
Trek Financial, LLC62,604$3.18M0.23%-26,03213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP62,525$3.18M0.51%+75713F-HRTimeline
First National Trust Co62,492$3.18M0.13%+4,06613F-HRTimeline
Meridian Wealth Management, LLC62,123$3.16M0.15%+1,43013F-HRTimeline
BARRETT & COMPANY, INC.61,913$3.15M1.35%-14513F-HRTimeline
SYM FINANCIAL Corp61,749$3.14M0.39%+2,38613F-HRTimeline
CogentBlue Wealth Advisors, LLC61,365$3.12M2.74%-6,40813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC61,331$3.12M1.05%-1,40213F-HRTimeline
Gray Private Wealth, LLC61,319$3.12M1.88%-71213F-HRTimeline
Financial Advocates Investment Manageme…61,303$3.12M0.22%-13,91513F-HRTimeline
SageView Advisory Group, LLC61,291$3.12M0.13%-2,41713F-HRTimeline
Texas Yale Capital Corp.60,683$3.08M0.13%+2,71513F-HRTimeline
Quartz Partners, LLC60,603$3.08M1.87%+5,54713F-HRTimeline
SHUFRO ROSE & CO LLC60,583$3.08M0.24%-6,18213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC60,366$3.07M0.83%-52513F-HRTimeline
STOCK YARDS BANK & TRUST CO60,217$3.06M0.11%-3,47013F-HRTimeline
WESBANCO BANK INC60,110$3.06M0.11%-8,50013F-HRTimeline
FIDUCIENT ADVISORS LLC60,027$3.05M0.38%-48,17613F-HRTimeline
RBF Capital, LLC60,000$3.05M0.19%013F-HRTimeline
Washington Trust Advisors, Inc.59,887$3.04M0.27%+2,61813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC59,770$3.04M0.11%-2,79913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD59,580$3.03M0.01%+26,58013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.59,548$3.03M0.19%+2,96413F-HRTimelineGroup
Morling Financial Advisors, LLC59,400$3.02M1.04%-31413F-HRTimeline
Lord & Richards Wealth Management, LLC59,398$3.02M3.42%+33,41513F-HRTimeline
Greystone Financial Group, LLC59,327$3.02M0.55%-6,81313F-HRTimeline
Legacy Financial Advisors, Inc.59,247$3.01M0.5%+2,14213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management59,219$3.01M0.48%13F-HRTimelineGroup
Moser Wealth Advisors, LLC59,097$3M1.57%+2,12013F-HRTimeline
Greykasell Wealth Strategies, Inc.59,069$3M1.6%+1,79913F-HRTimeline
RiverFront Investment Group, LLC58,937$3M0.07%+90413F-HRTimeline
Washington Trust Bank58,894$2.99M0.3%-7,25313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pachira Investments Inc.58,240$2.98M2.1%-4,58113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC58,686$2.98M<0.01%+17,81713F-HRTimelineGroup
BURLING WEALTH PARTNERS, LLC58,605$2.98M0.63%+8,71313F-HRTimeline
Birch Hill Investment Advisors LLC58,515$2.97M0.14%+24713F-HRTimeline
SeaCrest Wealth Management, LLC58,450$2.97M0.34%+17,42813F-HRTimeline
Cushing Capital Partners, LLC58,423$2.97M2.67%+1,46213F-HRTimeline
Clear Creek Financial Management, LLC58,194$2.96M0.31%+31,48813F-HRTimeline
Archer Investment Corp58,170$2.96M0.77%+11,49013F-HRTimeline
WATERS PARKERSON & CO., LLC58,154$2.96M0.16%-24513F-HRTimeline
Armbruster Capital Management, Inc.58,030$2.95M0.59%-76613F-HRTimeline
Archvest Wealth Advisors, Inc.58,030$2.95M2.44%+3,64713F-HRTimeline
WORLD EQUITY GROUP, INC.57,353$2.92M0.83%-58,25713F-HRTimeline
NorthLanding Financial Partners, LLC57,273$2.91M2.86%-47213F-HRTimeline
Lodestone Wealth Management LLC57,067$2.9M1.54%-34213F-HRTimeline
BancFirst Trust & Investment Management56,442$2.89M1.44%013F-HRTimeline
PFG Advisors56,894$2.89M0.16%+2,57413F-HRTimeline
PEOPLES BANK /OH56,785$2.89M1.89%-87313F-HRTimeline
Sabal Trust CO56,771$2.89M0.16%-1,40013F-HRTimeline
CJM Wealth Advisers, Ltd.56,751$2.88M1.02%+19413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.56,651$2.88M0.16%-78913F-HR/ATimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.56,608$2.88M0.26%+3,05713F-HRTimelineGroup
JDM Financial Group LLC56,498$2.87M1.46%-78613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC56,322$2.86M1.24%+20613F-HRTimeline
Balboa Wealth Partners56,289$2.86M0.69%+24,45713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC55,941$2.84M0.18%+5,35813F-HRTimeline
ETF Portfolio Partners, Inc.55,843$2.84M0.85%013F-HRTimeline
W1M Asset Management Ltd55,613$2.83M0.24%+40,80113F-HRTimeline
Mullaney, Keating & Wright, Inc.55,438$2.82M1.9%new13F-HRTimeline
Evanson Asset Management, LLC55,242$2.81M0.2%+96613F-HRTimeline
Provident Wealth Management, LLC55,214$2.81M0.97%-8,06413F-HRTimeline
Falcon Wealth Planning55,171$2.8M0.31%-2,10713F-HRTimeline
BIRCH FINANCIAL GROUP, LLC55,121$2.8M2.5%+32,84813F-HRTimeline
MAS Advisors LLC55,025$2.8M4.3%+11,78413F-HRTimeline
Charter Oak Capital Management, LLC54,809$2.79M0.26%-34113F-HRTimeline
SWMG, LLC52,635$2.76M1.09%-1,69613F-HRTimeline
Vectors Research Management, LLC54,171$2.75M0.96%+14,43713F-HRTimeline
BEACON FINANCIAL GROUP53,909$2.74M0.3%-2,65913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC53,506$2.72M0.09%+2,76313F-HRTimeline
Fortitude Family Office, LLC52,472$2.67M0.95%-1,39713F-HRTimeline
SOL Capital Management CO52,455$2.67M0.29%-3513F-HRTimeline
LPWM LLC52,232$2.65M0.86%-82513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC51,887$2.64M1.03%-11313F-HRTimeline
Ironwood Investment Counsel, LLC51,772$2.63M0.45%+17,15513F-HRTimeline
RTD Financial Advisors, Inc.51,527$2.62M0.35%+94013F-HRTimeline
Semmax Financial Advisors Inc.48,696$2.61M0.71%+21,25813F-HRTimeline
Sherman Asset Management, Inc.50,917$2.59M2.47%-52113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO50,699$2.58M0.02%-3,69113F-HRTimelineGroup
Avantax Planning Partners, Inc.50,647$2.57M0.09%-68313F-HRTimeline
Baron Wealth Management LLC50,601$2.57M1.13%-18,87113F-HRTimeline
C2C Wealth Management, LLC50,413$2.56M2.41%-32913F-HRTimeline
Hutchens & Kramer Investment Management…50,381$2.56M1.41%+56113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC50,184$2.55M0.04%new13F-HR/ATimelineGroup
WATERSHED PRIVATE WEALTH LLC49,780$2.53M1.01%+1,63913F-HRTimeline
May Hill Capital, LLC49,695$2.53M0.95%+2113F-HRTimeline
GREAT LAKES ADVISORS, LLC49,693$2.53M0.02%-9,83913F-HRTimeline
Prospera Capital Management, LLC49,565$2.52M1.62%+20713F-HR/ATimeline
N.E.W. Advisory Services LLC49,563$2.52M0.19%+41113F-HRTimeline
RKL Wealth Management LLC49,396$2.51M0.24%+94613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC49,253$2.5M0.04%-1,67913F-HRTimeline
Parkside Financial Bank & Trust49,181$2.5M0.32%+12,52813F-HRTimeline
Uptown Financial Advisors LLC49,047$2.49M2.58%+1,50413F-HRTimeline
Kovack Advisors, Inc.48,896$2.49M0.26%-49613F-HRTimeline
TrueWealth Financial Partners48,836$2.48M1.5%new13F-HRTimeline
Squire Investment Management Company, L…48,632$2.47M1.03%-61713F-HRTimeline
Nova R Wealth, Inc.48,596$2.47M1.22%+20113F-HRTimeline
Triad Wealth Partners, LLC48,585$2.47M0.77%+24,75813F-HRTimeline
Prospera Financial Services Inc48,345$2.46M0.06%-2,62813F-HRTimeline
Riverview Trust Co48,354$2.46M2.43%013F-HRTimeline
Rappaport Reiches Capital Management, L…48,281$2.45M0.61%-3,64613F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …48,000$2.44M0.32%013F-HRTimelineGroup
Cornerstone Wealth Management, LLC47,999$2.44M0.17%-74913F-HRTimeline
Maltin Wealth Management, Inc.47,947$2.44M1.14%+3,41013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC47,875$2.43M0.89%+5,86013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC47,890$2.43M0.32%+10313F-HRTimeline
Arbor Wealth Advisors LLC47,883$2.43M2.17%+20013F-HRTimeline
Echo Wealth Management, LLC47,792$2.43M1.64%-12,64713F-HRTimeline
BOSTON FAMILY OFFICE LLC47,769$2.43M0.17%+1,79413F-HRTimeline
LGL PARTNERS, LLC47,416$2.41M1.16%-9,99313F-HRTimeline
Firestone Capital Management47,122$2.4M0.63%-1,20013F-HRTimeline
GeoWealth Management, LLC46,933$2.39M0.1%+34,99713F-HRTimeline
Parkwood LLC46,909$2.38M0.23%013F-HRTimeline
Creegan & Nassoura Financial Group, LLC46,783$2.38M1.58%-6013F-HRTimeline
Legacy Edge Advisors, LLC46,769$2.38M0.37%+1,97613F-HRTimeline
QUADRANT CAPITAL GROUP LLC46,720$2.37M0.09%-1,27413F-HRTimeline
Archford Capital Strategies, LLC46,672$2.37M0.35%-3,21313F-HRTimeline
Sowell Financial Services LLC46,604$2.37M0.11%-5,93813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.46,555$2.37M1.04%-1,94213F-HRTimeline
Soltis Investment Advisors LLC46,309$2.35M0.21%-1,73013F-HRTimeline
Worth Asset Management, LLC46,299$2.35M1.29%new13F-HRTimeline
FAMILY WEALTH PARTNERS, LLC45,994$2.34M1.07%-86213F-HRTimeline
Lindbrook Capital, LLC45,939$2.34M0.22%013F-HRTimeline
Moors & Cabot, Inc.45,928$2.33M0.12%-46,60813F-HRTimeline
Diversified Portfolios, Inc.45,920$2.33M0.25%-11013F-HRTimeline
Thrive Wealth Management, LLC45,654$2.32M0.44%+9,70013F-HRTimeline
Global Wealth Management Investment Adv…45,621$2.32M0.46%-35113F-HRTimeline
Strategic Financial Planning, Inc.45,596$2.32M1.6%+3813F-HRTimeline
Farnam Financial LLC45,109$2.29M2.33%+16,96713F-HRTimeline
GC Wealth Management RIA, LLC45,039$2.29M0.42%+10,62713F-HRTimeline
Note Advisors, LLC44,859$2.28M1.88%+2,54113F-HRTimeline
Upper Left Wealth Management, LLC44,834$2.28M1.63%+8,72113F-HRTimeline
WEALTHSPAN PARTNERS, LLC44,791$2.28M1.05%+4,03813F-HRTimeline
Freedom Investment Management, Inc.44,781$2.28M0.19%+14,15913F-HRTimeline
One Wealth Advisors, LLC44,698$2.27M0.34%+5,55113F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…44,361$2.25M0.43%013F-HR/ATimelineGroup
Compass Ion Advisors, LLC44,271$2.25M0.27%-5,52313F-HRTimeline
E&G Advisors, LLC44,115$2.24M0.63%+96813F-HRTimeline
LongView Wealth Management43,958$2.23M0.67%-2,28913F-HRTimeline
Private Wealth Management Group, LLC43,920$2.23M0.82%+2,32713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC43,842$2.23M0.16%-32,40113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…43,641$2.22M0.02%+22,72013F-HRTimelineGroup
Fulton Bank, N.A.43,627$2.22M0.09%-2,10913F-HRTimeline
Private Wealth Asset Management, LLC43,551$2.21M0.32%13F-HRTimeline
OARSMAN CAPITAL, INC.43,536$2.21M0.4%+46913F-HRTimeline
Holos Integrated Wealth LLC43,527$2.21M1.45%+2,30613F-HRTimeline
Innova Wealth Partners43,345$2.2M1.37%new13F-HRTimeline
Simplicity Wealth,LLC43,097$2.19M0.17%+31,12013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC43,046$2.19M1.53%-57613F-HRTimeline
Aries Wealth Management42,930$2.18M0.59%+10,84013F-HRTimeline
CERTUITY, LLC42,884$2.18M0.23%-1,37613F-HRTimeline
VestGen Investment Management42,851$2.18M1.64%-300,68313F-HRTimeline
Montecito Bank & Trust42,821$2.18M0.39%+2,76713F-HRTimeline
Canal Capital Management, LLC42,556$2.16M0.36%-97913F-HRTimeline
United Advisor Group, LLC42,220$2.15M0.44%+44813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…42,188$2.14M0.09%+23,25713F-HRTimelineGroup
M3 Advisory Group, LLC42,000$2.13M1.69%+5713F-HRTimeline
American Trust41,970$2.13M0.53%-685,29413F-HRTimeline
Carr Financial Group Corp41,592$2.11M0.69%+89713F-HRTimeline
Bangor Savings Bank41,359$2.1M0.2%-11,16013F-HRTimeline
Aquire Wealth Advisors, LLC41,354$2.1M0.65%-8013F-HRTimeline
Comprehensive Money Management Services…41,019$2.08M1.68%-70513F-HRTimeline
WBH ADVISORY INC40,977$2.08M0.19%+14613F-HRTimeline
Perennial Advisors, LLC40,862$2.08M0.41%+2,92113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management40,602$2.06M0.07%+9,80113F-HRTimelineGroup