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Disclosery

VEA VANGUARD TAX-MANAGED FDS

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SHS (fund)

2,527 managers (2,554 13F filers) reported a position in VEA shares at 2025-06-30, 2,217,351,193 shares in all. 160 filers opened a position and 84 filers sold out during the quarter.

Managers
2,527
13F filers
2,554
New
160
Added
1,214
Reduced
889
Sold out
84
Shares held by filers
2,217,351,193

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
C M BIDWELL & ASSOCIATES LTD73,186$4.17M2.16%+22613F-HRTimeline
Ironwood Financial, llc81,886$4.16M0.89%013F-HRTimeline
GOLDEN ROAD ADVISORS LLC72,786$4.15M2.76%+2,22213F-HRTimeline
LMCG INVESTMENTS, LLC72,501$4.13M0.26%+1,13513F-HRTimeline
Silver Coast Investments LLC72,399$4.13M1.5%-5,85913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…72,030$4.11M1.42%+2,68713F-HRTimeline
HM PAYSON & CO71,973$4.1M0.06%-5,71913F-HRTimeline
FIDUCIENT ADVISORS LLC71,912$4.1M0.5%+11,88513F-HRTimeline
U.S. Capital Wealth Advisors, LLC71,738$4.09M0.12%+1,50713F-HRTimeline
Rockingstone Advisors LLC71,154$4.06M2.13%-10,22613F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…70,800$4.04M1.91%013F-HRTimelineGroup
Sovran Advisors, LLC70,883$4.03M0.42%+40,65313F-HRTimeline
Woodward Financial Advisors, Inc.70,764$4.03M1.66%-30113F-HRTimeline
Columbus Macro, LLC70,748$4.03M0.49%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding70,723$4.03M-59,382Timeline
Monument Capital Management70,252$4.01M1.04%-3,74413F-HRTimeline
Red Tortoise LLC70,067$3.99M1.95%+7,35413F-HRTimeline
Altura Wealth Advisors Inc.69,860$3.98M2.23%+62,28513F-HRTimeline
Traction Financial Partners, LLC69,834$3.98M2.7%-5,25313F-HRTimeline
Federation des caisses Desjardins du Qu…69,633$3.97M0.02%-45313F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC69,570$3.97M0.02%new13F-HRTimelineGroup
Parkside Financial Bank & Trust69,477$3.96M0.43%+20,29613F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …69,429$3.96M0.24%-17,70313F-HRTimelineGroup
Barry Investment Advisors, LLC69,428$3.96M0.99%+12813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC69,253$3.95M0.99%+54,28913F-HRTimeline
Nabity-Jensen Investment Management Inc69,185$3.94M2.91%+1,79713F-HRTimeline
OPINICUS CAPITAL, INC.68,964$3.93M2.99%+77313F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC68,928$3.93M0.46%new13F-HRTimelineGroup
Lord & Richards Wealth Management, LLC68,846$3.92M4.1%+9,44813F-HRTimeline
Conservest Capital Advisors, Inc.68,817$3.92M0.39%+39213F-HRTimeline
Northstar Financial Companies, Inc.68,579$3.91M4.06%+78313F-HRTimeline
Financial Advocates Investment Manageme…68,420$3.9M0.32%+7,11713F-HRTimeline
NorthRock Partners, LLC68,304$3.89M0.1%+1,51113F-HR/ATimeline
VERITY Wealth Advisors67,932$3.87M2.6%-9213F-HRTimeline
CogentBlue Wealth Advisors, LLC67,811$3.87M2.96%+6,44613F-HRTimeline
Sightline Wealth Advisors, LLC67,804$3.87M1.87%+1,38413F-HRTimeline
BridgePort Financial Solutions, LLC67,119$3.83M1.27%+1,60713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP66,979$3.82M0.06%+1,08613F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC66,940$3.81M0.01%+29,45813F-HRTimelineGroup
Pachira Investments Inc.66,795$3.81M2.88%+8,55513F-HRTimeline
Weinberger Asset Management, Inc66,561$3.79M1.46%-5,87813F-HRTimeline
Van Cleef Asset Management,Inc66,519$3.79M0.41%-43413F-HRTimeline
Gold Investment Management Ltd.66,513$3.79M1.43%-30413F-HRTimeline
Stonebridge Financial Planning Group, L…66,474$3.79M1.58%+2,07513F-HRTimeline
FFT WEALTH MANAGEMENT LLC65,598$3.79M0.74%-6,46813F-HRTimeline
STEPH & CO66,439$3.79M1.23%+40513F-HRTimeline
Atlantic Edge Private Wealth Management…66,179$3.77M1.04%-80013F-HRTimeline
Flywheel Private Wealth LLC66,138$3.77M3.03%-2,05513F-HRTimeline
Allodium Investment Consultants, LLC66,092$3.77M2.38%+81413F-HRTimeline
Shepherd Financial Partners LLC65,928$3.76M0.4%-15,22513F-HRTimeline
SAX WEALTH ADVISORS, LLC65,794$3.75M0.23%-7,18813F-HRTimeline
Baker Avenue Asset Management, LP65,753$3.75M0.11%-5,40113F-HRTimeline
STOCK YARDS BANK & TRUST CO65,710$3.75M0.13%+5,49313F-HRTimeline
Sincerus Advisory, LLC64,427$3.74M3.51%-50113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC65,557$3.74M0.09%+2,19713F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.65,245$3.72M3.21%+48013F-HRTimeline
NESTEGG ADVISORS, INC.65,019$3.71M3.57%+2613F-HRTimeline
SYM FINANCIAL Corp64,552$3.68M0.41%+2,80313F-HRTimeline
Brucke Financial, Inc.64,339$3.67M2.55%+2,09513F-HRTimeline
Archer Investment Corp64,046$3.65M0.87%+5,87613F-HRTimeline
Greystone Financial Group, LLC63,426$3.62M0.6%+4,09913F-HRTimeline
Meridian Wealth Management, LLC63,443$3.62M0.15%+1,32013F-HRTimeline
Balboa Wealth Partners63,237$3.61M0.72%+6,94813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC62,971$3.59M0.12%+3,20113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC62,821$3.58M1.06%+1,49013F-HRTimeline
Armbruster Capital Management, Inc.62,457$3.56M0.64%+4,42713F-HRTimeline
Patriot Financial Group Insurance Agenc…62,278$3.55M0.41%-9,32513F-HRTimeline
First National Trust Co62,153$3.54M0.13%-33913F-HRTimeline
BARRETT & COMPANY, INC.62,131$3.54M1.33%+21813F-HRTimeline
SWMG, LLC61,948$3.54M1.19%+9,31313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP62,043$3.54M0.53%-48213F-HRTimeline
Moser Wealth Advisors, LLC61,957$3.53M1.7%+2,86013F-HRTimeline
Squire Investment Management Company, L…61,923$3.53M1.3%+13,29113F-HRTimeline
PEOPLES BANK /OH61,576$3.51M2.17%+4,79113F-HRTimeline
Quartz Partners, LLC61,407$3.5M1.6%+80413F-HRTimeline
Clear Creek Financial Management, LLC61,174$3.49M0.33%+2,98013F-HRTimeline
Strategic Financial Concepts, LLC60,731$3.46M0.49%-129,01713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC60,326$3.44M0.88%-4013F-HRTimeline
Washington Trust Bank60,309$3.44M0.29%+1,41513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cushing Capital Partners, LLC60,215$3.43M2.9%+1,79213F-HRTimeline
TPG Financial Advisors, LLC60,106$3.43M1.37%-8,25713F-HRTimeline
SageView Advisory Group, LLC59,781$3.42M0.13%-1,51013F-HRTimeline
Gray Private Wealth, LLC59,815$3.41M1.83%-1,50413F-HRTimeline
Washington Trust Advisors, Inc.59,496$3.39M0.28%-39113F-HRTimeline
Midwestern Financial, LLC /IA59,013$3.36M3.15%13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD58,960$3.36M0.01%-62013F-HRTimelineGroup
Birch Hill Investment Advisors LLC58,753$3.35M0.15%+23813F-HRTimeline
Archvest Wealth Advisors, Inc.58,588$3.34M2.91%+55813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC58,534$3.34M0.23%+2,59313F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management58,519$3.34M0.5%-70013F-HRTimelineGroup
Morling Financial Advisors, LLC58,519$3.34M1.09%-88113F-HRTimeline
CJM Wealth Advisers, Ltd.58,302$3.32M1.11%+1,55113F-HRTimeline
Greykasell Wealth Strategies, Inc.58,041$3.31M1.59%-1,02813F-HRTimeline
WATERS PARKERSON & CO., LLC57,884$3.3M0.16%-27013F-HRTimeline
WORLD EQUITY GROUP, INC.57,880$3.3M0.9%+52713F-HRTimeline
HANCOCK WHITNEY CORP57,848$3.3M0.06%new13F-HRTimeline
Clarion Wealth Managment Partners, LLC57,607$3.28M3.6%13F-HRTimeline
Lodestone Wealth Management LLC57,071$3.25M1.58%+413F-HRTimeline
NorthLanding Financial Partners, LLC56,990$3.25M2.88%-28313F-HRTimeline
BURLING WEALTH PARTNERS, LLC56,903$3.24M0.6%-1,70213F-HRTimeline
ETF Portfolio Partners, Inc.56,790$3.24M0.9%+94713F-HRTimeline
Cove Private Wealth, LLC56,475$3.22M1.14%+25,80013F-HRTimeline
JDM Financial Group LLC56,469$3.22M1.52%-2913F-HRTimeline
Semmax Financial Advisors Inc.55,351$3.21M0.83%+6,65513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.56,164$3.2M0.21%-3,38413F-HRTimelineGroup
RiverFront Investment Group, LLC56,146$3.2M0.06%-2,79113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC55,960$3.19M1.26%-36213F-HRTimeline
Legacy Financial Advisors, Inc.55,811$3.18M0.5%-3,43613F-HRTimeline
General Partner, Inc.55,579$3.17M1.86%+55,07913F-HRTimeline
Evanson Asset Management, LLC55,561$3.17M0.2%+31913F-HRTimeline
Mullaney, Keating & Wright, Inc.55,438$3.16M2.07%013F-HRTimeline
RKL Wealth Management LLC55,245$3.15M0.28%+5,84913F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC55,173$3.15M1%+7,29813F-HRTimeline
FAMILY WEALTH PARTNERS, LLC55,122$3.14M1.26%+9,12813F-HRTimeline
KCM INVESTMENT ADVISORS LLC54,672$3.12M0.1%+31,22313F-HRTimeline
Charter Oak Capital Management, LLC54,416$3.1M0.26%-39313F-HRTimeline
RTD Financial Advisors, Inc.53,825$3.07M0.39%+2,29813F-HRTimeline
BEACON FINANCIAL GROUP53,775$3.07M0.32%-13413F-HRTimeline
SHUFRO ROSE & CO LLC60,304$3.07M0.25%-27913F-HRTimeline
Hutchens & Kramer Investment Management…53,686$3.06M1.4%+3,30513F-HRTimeline
CERTUITY, LLC53,575$3.05M0.29%+10,69113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.53,551$3.05M0.25%-3,05713F-HRTimelineGroup
DMKC Advisory Services, LLC53,379$3.03M1.59%+15,99313F-HRTimeline
Wingate Wealth Advisors, Inc.53,018$3.02M2.69%+45,36013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC52,487$2.99M2.39%-2,63413F-HRTimeline
SOL Capital Management CO52,455$2.99M0.29%013F-HRTimeline
LPWM LLC52,311$2.98M0.87%+7913F-HRTimeline
Moors & Cabot, Inc.52,242$2.98M0.14%+6,31413F-HRTimeline
Freedom Investment Management, Inc.51,901$2.96M0.24%+7,12013F-HRTimeline
Firestone Capital Management51,881$2.96M0.7%+4,75913F-HRTimeline
Western Wealth Management, LLC51,828$2.95M0.18%+15,51013F-HRTimeline
Uptown Financial Advisors LLC51,675$2.95M2.74%+2,62813F-HRTimeline
BancFirst Trust & Investment Management51,834$2.95M1.36%-4,60813F-HRTimeline
UNIQUE WEALTH, LLC51,636$2.94M0.48%+16,50913F-HRTimeline
DAVENPORT & Co LLC51,316$2.93M0.02%-18,52913F-HRTimeline
Baron Wealth Management LLC50,937$2.9M1.03%+33613F-HRTimeline
Sherman Asset Management, Inc.50,916$2.9M2.57%-113F-HRTimeline
Prospera Capital Management, LLC50,701$2.89M1.6%+1,13613F-HR/ATimeline
Ironwood Investment Counsel, LLC50,664$2.89M0.45%-1,10813F-HRTimeline
Cornerstone Wealth Management, LLC50,513$2.88M0.17%+2,51413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …50,485$2.88M0.5%-46,70013F-HRTimeline
Maltin Wealth Management, Inc.50,382$2.87M1.29%+2,43513F-HRTimeline
Kovack Advisors, Inc.50,281$2.87M0.28%+1,38513F-HRTimeline
SteelPeak Wealth, LLC50,266$2.87M0.11%+39,32213F-HRTimeline
Avantax Planning Partners, Inc.50,138$2.86M0.09%-50913F-HRTimeline
N.E.W. Advisory Services LLC49,759$2.84M0.28%+19613F-HRTimeline
BOSTON FAMILY OFFICE LLC49,662$2.83M0.19%+1,89313F-HRTimeline
SeaCrest Wealth Management, LLC49,650$2.83M0.31%-8,80013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC49,619$2.83M0.04%+36613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO49,533$2.82M0.71%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO49,514$2.82M0.02%-1,18513F-HRTimelineGroup
Legacy Edge Advisors, LLC49,387$2.82M0.38%+2,61813F-HRTimeline
May Hill Capital, LLC49,354$2.81M0.93%-34113F-HRTimeline
Soltis Investment Advisors LLC49,335$2.81M0.22%+3,02613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC49,150$2.8M1.02%-63013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC49,127$2.8M1.02%-2,76013F-HRTimeline
FSM Wealth Advisors, LLC49,506$2.8M0.45%+9,65513F-HRTimeline
Southland Equity Partners LLC48,946$2.79M0.61%+24,70413F-HRTimeline
Nova R Wealth, Inc.48,896$2.79M1.3%+30013F-HRTimeline
Falcon Wealth Planning48,583$2.77M0.28%-6,58813F-HRTimeline
LGL PARTNERS, LLC47,795$2.76M1.23%+37913F-HRTimeline
Riverview Trust Co48,354$2.76M3.43%013F-HRTimeline
HMV Wealth Advisors, LLC48,190$2.75M1.8%new13F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …48,000$2.74M0.36%013F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC47,455$2.71M1.12%+2,66413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC47,286$2.7M<0.01%+16,38713F-HR/ATimelineGroup
Trek Financial, LLC47,260$2.69M0.18%-15,34413F-HRTimeline
Pine Harbor Wealth Management, LLC46,981$2.68M0.94%+7,09313F-HRTimeline
Venture Visionary Partners LLC46,896$2.67M0.1%+8,89613F-HRTimeline
Asset Dedication, LLC46,853$2.67M0.19%+6,63313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.46,760$2.67M0.13%-9,89113F-HRTimelineGroup
Sowell Financial Services LLC46,693$2.66M0.11%+8913F-HRTimeline
Creegan & Nassoura Financial Group, LLC46,668$2.66M1.73%-11513F-HRTimeline
C2C Wealth Management, LLC46,067$2.63M2.38%-4,34613F-HRTimeline
CALTON & ASSOCIATES, INC.45,997$2.62M0.45%-19,52813F-HRTimeline
Archford Capital Strategies, LLC45,960$2.62M0.34%-71213F-HRTimeline
Worth Asset Management, LLC45,769$2.61M1.29%-53013F-HRTimeline
Note Advisors, LLC45,506$2.59M1.79%+64713F-HRTimeline
Benchmark Wealth Management, LLC45,464$2.59M1.15%+20,31713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.45,346$2.59M1.01%-1,20913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.45,157$2.57M1.73%+31,94613F-HRTimeline
E&G Advisors, LLC45,040$2.57M0.67%+92513F-HRTimeline
Acorn Wealth Advisors, LLC45,025$2.57M0.95%new13F-HRTimeline
Diversified Portfolios, Inc.44,980$2.56M0.24%-94013F-HRTimeline
GREENLEAF TRUST44,952$2.56M0.02%+11,10913F-HRTimeline
Covestor Ltd44,942$2.56M1.51%+10,13413F-HRTimeline
Old North State Trust, LLC44,908$2.56M1.75%-45,63913F-HRTimeline
Holos Integrated Wealth LLC44,057$2.56M1.54%+53013F-HRTimeline
Strategic Financial Planning, Inc.44,721$2.55M1.59%-87513F-HRTimeline
QUADRANT CAPITAL GROUP LLC44,603$2.54M0.09%-2,11713F-HRTimeline
Thrive Wealth Management, LLC44,549$2.54M0.41%-1,10513F-HRTimeline
AMG National Trust Bank43,722$2.49M0.07%+4,12113F-HRTimeline
Compass Ion Advisors, LLC43,640$2.49M0.27%-63113F-HRTimeline
Private Wealth Asset Management, LLC43,551$2.48M0.33%013F-HRTimeline
Private Wealth Management Group, LLC43,524$2.48M0.82%-39613F-HRTimeline
GREAT LAKES ADVISORS, LLC43,290$2.47M0.02%-6,40313F-HRTimeline
Global Wealth Management Investment Adv…43,214$2.46M0.46%-2,40713F-HRTimeline
Canal Capital Management, LLC43,091$2.46M0.39%+53513F-HRTimeline
Upper Left Wealth Management, LLC43,063$2.46M1.64%-1,77113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC43,044$2.45M0.15%-79813F-HRTimeline