Skip to content
Disclosery

VEA VANGUARD TAX-MANAGED FDS

Follow

SHS (fund)

2,881 managers (2,918 13F filers) reported a position in VEA shares at 2026-03-31, 2,404,771,910 shares in all. 167 filers opened a position and 83 filers sold out during the quarter.

Managers
2,881
13F filers
2,918
New
167
Added
1,426
Reduced
972
Sold out
83
Shares held by filers
2,404,771,910

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
GREAT LAKES ADVISORS, LLC93,213$5.97M0.05%-1,53913F-HRTimeline
Alvarez & Marsal Private Wealth Partner…92,955$5.96M0.84%013F-HRTimeline
Financial Insights, Inc.92,757$5.94M1.93%-1,41713F-HRTimeline
Flywheel Private Wealth LLC92,750$5.94M3.39%+11,58713F-HRTimeline
Bakala Capital LLC92,360$5.92M28.46%+15913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Symmetry Partners, LLC92,169$5.91M0.34%-7,68313F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co91,816$5.9M0.01%-268,74213F-HRTimelineGroup
Single Point Partners, LLC91,932$5.89M1.17%+49313F-HRTimeline
Disciplina Capital Management LLC91,660$5.87M0.62%-76,20013F-HRTimeline
Ascent Wealth Partners, LLC91,605$5.87M0.68%-35313F-HRTimeline
Nolet Wealth Management, LLC91,547$5.87M3.34%+80,20313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC91,386$5.86M0.16%-3,79713F-HRTimeline
Arta Finance Wealth Management LLC91,028$5.83M2.88%+8,27913F-HRTimeline
Moors & Cabot, Inc.90,732$5.81M0.25%+18,83913F-HRTimeline
KLINGENSTEIN FIELDS & CO LP90,291$5.79M0.23%+35813F-HRTimeline
FC Advisory LLC90,269$5.78M1.69%-52313F-HRTimeline
FINANCIAL COUNSELORS INC90,225$5.78M8.16%-1,22013F-HRTimeline
Americana Partners, LLC89,878$5.76M0.15%-1,24213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding89,624$5.74M+8,381Timeline
Sound Financial Strategies Group, LLC89,452$5.73M3.91%new13F-HRTimeline
ETF Store, Inc.89,427$5.73M5.58%+4,32313F-HRTimeline
MidAtlantic Capital Management, Inc.89,080$5.71M3.94%+12813F-HRTimeline
Stonekeep Investments, LLC88,841$5.69M3.69%+6,05713F-HRTimeline
Stonebridge Financial Planning Group, L…88,606$5.68M2.09%+6,63913F-HRTimeline
Life Planning Partners, Inc88,216$5.65M4.31%+2,60413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …88,025$5.64M0.76%-2,95013F-HRTimeline
SYM FINANCIAL Corp87,752$5.62M0.56%-2,41413F-HRTimeline
INTEGRITY ALLIANCE, LLC.87,680$5.62M0.21%+8,92013F-HRTimeline
Trinity Financial Advisors LLC87,124$5.58M1.59%-400,06813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC86,961$5.57M0.42%-5,40013F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding86,902$5.57M+40,847Timeline
BLUESTEM FINANCIAL ADVISORS, LLC86,840$5.56M2.15%-1,94813F-HRTimeline
Clear Creek Financial Management, LLC86,777$5.56M0.43%+5,83913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC86,476$5.54M0.12%+21,38813F-HRTimeline
Alley Investment Management Company, LLC86,341$5.53M0.67%+21513F-HRTimeline
WEST BANCORPORATION INC86,009$5.51M2.75%+2,83913F-HRTimeline
Peterson Wealth Advisors, LLC85,944$5.51M0.73%-5,86613F-HRTimeline
Bestgate Wealth Advisors, LLC85,805$5.5M9.92%-2,81413F-HRTimeline
Wescott Financial Advisory Group, LLC85,746$5.49M0.48%-1,49813F-HRTimeline
Checchi Capital Advisers, LLC85,487$5.48M0.38%-6,45013F-HRTimeline
Legacy Financial Group LLC85,338$5.47M0.69%-2,76613F-HRTimeline
Scott Capital Advisors, LLC80,388$5.45M1.1%+5,80113F-HRTimeline
A&I FINANCIAL SERVICES, LLC84,538$5.42M2.57%-10,02113F-HRTimeline
Sightline Wealth Advisors, LLC84,394$5.41M2.29%+5,55713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC84,378$5.41M1.8%+8,81113F-HRTimeline
Petros Family Wealth, LLC84,147$5.39M3.84%+10,16613F-HRTimeline
Pine Harbor Wealth Management, LLC83,945$5.38M1.61%+17,44413F-HRTimeline
MATHER GROUP, LLC.83,895$5.38M0.05%-10,15113F-HRTimeline
Donalies Financial Planning, LLC83,885$5.38M4.58%-7513F-HRTimeline
Verum Partners LLC83,843$5.37M1.02%+92813F-HRTimeline
Andina Capital Management, LLC83,532$5.35M4.73%-31,75813F-HRTimeline
Columbus Macro, LLC83,394$5.34M0.57%+10,10413F-HRTimeline
Laurel Wealth Planning LLC83,297$5.34M2.82%-20713F-HRTimeline
Layline Advisors, LLC83,125$5.33M5.96%13F-HRTimeline
James J. Burns & Company, LLC83,100$5.33M0.72%-24313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC83,044$5.32M0.28%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC83,020$5.32M0.96%-1,06113F-HRTimeline
PARTHENON LLC82,625$5.29M0.61%+85013F-HRTimeline
Sagace Wealth Management LLC82,323$5.28M3.58%-2,51413F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC81,938$5.27M1.46%+7,98613F-HRTimeline
Midwest Financial Partners Investments,…81,829$5.24M2.78%+22,69413F-HRTimeline
Willis Johnson & Associates, Inc.81,757$5.24M0.31%-1,11113F-HRTimeline
SENTINEL TRUST CO LBA81,530$5.22M0.52%-70213F-HRTimeline
Crusonia Wealth Advisors LLC81,082$5.2M1.07%+78713F-HRTimeline
CONDOR CAPITAL MANAGEMENT80,499$5.16M0.43%-1,48113F-HRTimeline
Marks Group Wealth Management, Inc80,345$5.15M0.5%013F-HRTimeline
First National Trust Co79,913$5.12M0.17%+66913F-HRTimeline
SWMG, LLC79,476$5.09M1.45%-49013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC79,409$5.09M0.76%-2,52313F-HRTimeline
Laraway Financial Advisors Inc79,398$5.09M3.58%-1,60513F-HRTimeline
Walker Financial Services, Inc.79,239$5.08M1.74%+15,58213F-HRTimeline
Mill Creek Capital Advisors, LLC79,133$5.07M0.1%+1,06713F-HRTimeline
Summit Financial Strategies, Inc.78,995$5.06M0.4%+1,75413F-HRTimeline
Northland Capital Management LLC78,853$5.05M2.76%+4,48613F-HRTimeline
Adelphi Trust Co78,578$5.04M4.1%-45913F-HRTimeline
Visionary Wealth Advisors77,965$5M0.22%+7,28513F-HRTimeline
GOLDEN ROAD ADVISORS LLC77,885$4.99M2.87%-59313F-HRTimeline
Squire Investment Management Company, L…77,882$4.99M1.39%+3,60313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC77,878$4.99M<0.01%+56,57813F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC77,808$4.99M0.98%+60913F-HRTimeline
Brady Martz Wealth Solutions, LLC77,678$4.98M0.85%+26713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD76,944$4.93M2.3%+4,66113F-HRTimeline
U.S. Capital Wealth Advisors, LLC76,822$4.92M0.12%-3,08613F-HRTimeline
LMCG INVESTMENTS, LLC76,771$4.92M0.29%+3,70513F-HRTimeline
Federation des caisses Desjardins du Qu…75,961$4.87M0.02%+3,85513F-HRTimeline
Prospera Financial Services Inc75,798$4.86M0.08%+2,88013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI75,728$4.85M0.24%-5,37313F-HRTimeline
Bravera Wealth75,710$4.85M2.19%+10,72513F-HRTimeline
WESBANCO BANK INC75,180$4.82M0.13%+6,35513F-HRTimeline
BridgePort Financial Solutions, LLC75,083$4.81M1.36%+9,14113F-HRTimeline
BOS Asset Management, LLC75,036$4.81M1.23%-1,57013F-HRTimeline
Luminvest Wealth Management LLC75,005$4.81M1.26%+7,80813F-HRTimeline
DAVENPORT & Co LLC74,977$4.8M0.03%+28,93513F-HRTimeline
Nova R Wealth, Inc.74,889$4.8M1.53%-1,52013F-HRTimeline
Glassman Wealth Services74,867$4.8M0.65%-60313F-HRTimeline
CALTON & ASSOCIATES, INC.74,425$4.77M0.69%-6,92813F-HRTimeline
STOCK YARDS BANK & TRUST CO74,399$4.77M0.15%+2,15313F-HRTimeline
Hughes Financial Services, LLC74,296$4.76M0.73%-1,58613F-HRTimeline
Proficio Capital Partners LLC74,213$4.76M0.25%-35,51313F-HRTimeline
Traction Financial Partners, LLC74,110$4.75M2.92%+2,20813F-HRTimeline
Evanson Asset Management, LLC73,148$4.69M0.25%+9,19213F-HRTimeline
UNIQUE WEALTH, LLC72,837$4.67M0.65%+22,23613F-HRTimeline
PCM Encore, LLC72,810$4.67M0.96%+5,77613F-HRTimeline
SAPIENT CAPITAL LLC72,804$4.67M0.07%-42713F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC72,742$4.66M1.19%+8,67113F-HRTimeline
MONTAG A & ASSOCIATES INC72,661$4.66M0.22%+35,18013F-HRTimeline
Nabity-Jensen Investment Management Inc72,413$4.64M3.22%+1,12313F-HRTimeline
Autumn Glory Partners, LLC72,382$4.64M1.7%-6,58513F-HRTimeline
SteelPeak Wealth, LLC72,263$4.63M0.15%-42,99813F-HRTimeline
Essential Planning, LLC.72,211$4.63M1.47%+11,90313F-HRTimeline
E&G Advisors, LLC72,188$4.63M1.03%+20,66613F-HRTimeline
Asset Allocation & Management Company, …72,039$4.62M1.71%-1,15013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…71,992$4.61M0.74%-2313F-HRTimeline
PRIVATE TRUST CO NA71,844$4.6M0.41%+4613F-HRTimeline
SEEDS INVESTOR LLC66,629$4.59M0.62%new13F-HRTimeline
Climber Capital SA71,260$4.56M2.99%-14,43013F-HRTimeline
High Note Wealth, LLC71,226$4.56M0.9%+15,72613F-HRTimeline
Napier Financial, LLC71,104$4.56M1.04%+71213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD70,960$4.55M0.01%+9,00013F-HRTimelineGroup
Red Tortoise LLC70,848$4.54M1.91%-11513F-HRTimeline
Rockingstone Advisors LLC70,669$4.53M2.08%-30513F-HRTimeline
Leeward Financial Partners, LLC70,466$4.52M1.34%+63,23813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO70,357$4.51M0.47%+22,49813F-HRTimeline
Kastel Capital Advisors, LLC71,993$4.5M2.76%013F-HRTimeline
Atlatl Advisers LLC70,154$4.5M3.34%-106,88813F-HRTimeline
Conservest Capital Advisors, Inc.70,095$4.49M0.41%+9813F-HRTimeline
DMKC Advisory Services, LLC69,715$4.47M1.86%+3,92213F-HRTimeline
Baker Avenue Asset Management, LP69,655$4.46M0.1%-32113F-HRTimeline
Greenspring Advisors, LLC69,313$4.44M0.27%-1,40413F-HRTimeline
Krane Financial Solutions LLC68,925$4.42M3%13F-HRTimeline
Barry Investment Advisors, LLC68,894$4.41M0.97%-64613F-HRTimeline
Sincerus Advisory, LLC68,656$4.4M3.33%+2,41713F-HRTimeline
RENASANT BANK68,627$4.4M3.11%+33613F-HRTimeline
Spartan Wealth Advisory Services LLC68,331$4.38M0.38%13F-HRTimeline
WATERS PARKERSON & CO., LLC67,792$4.34M0.22%+5,20213F-HRTimeline
SVB WEALTH LLC67,774$4.34M0.29%-2,43713F-HRTimeline
Financial & Tax Architects, LLC67,709$4.34M0.97%new13F-HRTimeline
PATTON FUND MANAGEMENT, INC.67,376$4.32M0.73%+4,92213F-HRTimeline
OPINICUS CAPITAL, INC.67,145$4.3M3.03%+70013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding66,623$4.27M+49,601Timeline
Armbruster Capital Management, Inc.66,544$4.26M0.7%+4,20813F-HRTimeline
Gold Investment Management Ltd.66,513$4.26M1.32%013F-HRTimeline
Van Cleef Asset Management,Inc66,360$4.25M0.46%+27113F-HRTimeline
Woodward Financial Advisors, Inc.68,544$4.25M1.64%-1,58713F-HRTimeline
Parkside Financial Bank & Trust66,287$4.25M0.33%-4,08513F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC62,100$4.24M1.35%+14013F-HRTimeline
Topel & Distasi Wealth Management, LLC65,991$4.23M2.19%-24,62313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …65,882$4.22M0.06%+56,18013F-HRTimelineGroup
Oakmont Advisory Group, LLC65,827$4.22M4.3%+12,76113F-HRTimeline
LPWM LLC65,778$4.22M1.06%+9,34513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC65,772$4.21M0.25%+1,38213F-HRTimeline
Capital Asset Managemnet, LLC65,659$4.21M4.74%-6,55813F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.65,521$4.2M3.08%-1,03113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding65,188$4.18M+21,141Timeline
NESTEGG ADVISORS, INC.65,101$4.17M3.66%-20513F-HRTimeline
Cordgrass Capital Advisors, LLC65,031$4.17M0.98%+11,33513F-HRTimeline
BOSTON FAMILY OFFICE LLC65,036$4.17M0.28%+14,31113F-HRTimeline
Latko Wealth Management, Ltd.65,021$4.17M2.03%new13F-HRTimeline
Monument Capital Management64,298$4.12M1.03%-1,28913F-HRTimeline
Calydon Capital64,296$4.12M0.67%+13013F-HRTimeline
Northstar Financial Companies, Inc.64,217$4.12M3.27%-3,10913F-HRTimeline
LCW Services, LLC64,156$4.11M2.04%-24,43713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…64,031$4.1M0.01%-110,73613F-HR/ATimelineGroup
BCGM Wealth Management, LLC63,977$4.1M1.03%-3,49813F-HRTimeline
CJM Wealth Advisers, Ltd.63,217$4.05M1.23%-43613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP63,064$4.04M0.06%+49113F-HRTimelineGroup
VERITY Wealth Advisors63,012$4.04M2.7%-4,92013F-HRTimeline
FFT WEALTH MANAGEMENT LLC62,979$4.04M0.73%+80613F-HRTimeline
Allodium Investment Consultants, LLC62,657$4.02M1.92%-1,83013F-HRTimeline
Atlantic Edge Private Wealth Management…62,320$3.99M0.98%-2,77513F-HRTimeline
Wingate Wealth Advisors, Inc.62,192$3.99M2.13%+4,04913F-HRTimeline
Michael & Susan Dell Foundation61,900$3.97M0.14%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC61,893$3.97M1.4%+1,30413F-HRTimeline
Quartz Partners, LLC61,779$3.96M1.53%+51013F-HRTimeline
Greykasell Wealth Strategies, Inc.61,703$3.95M1.59%+4,73513F-HRTimeline
Old Peak Finance LLC61,497$3.94M2.3%+313F-HRTimeline
Washington Trust Advisors, Inc.61,425$3.94M0.32%-20513F-HRTimeline
BARRETT & COMPANY, INC.61,399$3.93M1.35%+90913F-HRTimeline
Silver Coast Investments LLC61,366$3.93M1.25%-2,66813F-HRTimeline
One Day In July LLC61,235$3.92M0.31%+55913F-HRTimeline
Berger Financial Group, Inc61,234$3.92M0.22%-1,06213F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…61,100$3.92M2.06%-8,10013F-HRTimelineGroup
INNEALTA CAPITAL, LLC61,080$3.91M2.43%-12,23313F-HRTimeline
PFC CAPITAL GROUP, INC.60,994$3.91M1.72%+2,66913F-HRTimeline
CITY HOLDING CO60,828$3.9M0.49%+6,05113F-HRTimeline
Shepherd Financial Partners LLC60,565$3.88M0.37%-3,13413F-HRTimeline
Magnus Financial Group LLC60,416$3.87M0.31%+10,56213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC56,644$3.85M0.05%+93513F-HRTimeline
Perennial Advisors, LLC59,992$3.84M0.65%+4,92313F-HRTimeline
ROCKLAND TRUST CO59,775$3.83M0.15%-20713F-HRTimeline
Lodestone Wealth Management LLC59,376$3.8M1.51%+1,78713F-HR/ATimeline
JT Stratford LLC59,350$3.8M0.48%+3,78113F-HRTimeline
Aegis Wealth Management LLC59,312$3.8M2.17%-6,96413F-HRTimeline
WAYSTONE ADVISORS LLC58,977$3.78M3.38%+12,30613F-HRTimeline
CogentBlue Wealth Advisors, LLC58,780$3.77M2.53%-1,62913F-HRTimeline
Gray Private Wealth, LLC58,717$3.76M1.89%-71713F-HRTimeline
TPG Financial Advisors, LLC58,423$3.74M1.22%-58313F-HRTimeline
Sageworth Trust Co of South Dakota58,112$3.72M2.95%+50013F-HRTimeline
Manchester Capital Management LLC58,103$3.72M0.54%+4,33713F-HRTimeline
Elm Partners Management LLC60,019$3.72M0.16%+97313F-HRTimeline