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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
Running Point Capital Advisors, LLC38,599$1.85M0.63%+17213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC38,441$1.84M0.1%-1,42213F-HRTimeline
Waypoint Wealth Partners Inc.38,362$1.83M0.5%-5013F-HRTimeline
Orcam Financial Group38,130$1.82M1.76%+52713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO38,117$1.82M0.43%013F-HRTimeline
Allen Capital Group, LLC38,040$1.82M0.22%+77613F-HRTimeline
Venture Visionary Partners LLC38,013$1.82M0.08%+27513F-HR/ATimeline
AUA CAPITAL MANAGEMENT, LLC37,942$1.81M1.16%+2713F-HRTimeline
Perennial Advisors, LLC37,941$1.81M0.39%13F-HRTimeline
Interchange Capital Partners, LLC37,892$1.81M0.66%-78513F-HRTimeline
Integrated Capital Management, LLC37,871$1.81M0.96%-152,32113F-HRTimeline
Blue Trust, Inc.37,752$1.81M0.02%+18,11613F-HR/ATimeline
Root Financial Partners, LLC37,749$1.81M0.22%+4,29413F-HRTimeline
GUIDANCE CAPITAL, INC36,004$1.8M0.55%-3,81213F-HRTimeline
Covestor Ltd37,594$1.8M1.13%+2,90213F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…37,368$1.79M1.25%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.37,278$1.78M0.02%+5,07013F-HR/ATimelineGroup
Scarborough Advisors, LLC37,147$1.78M0.25%-70,49213F-HRTimeline
Bigelow Investment Advisors, LLC37,076$1.77M0.83%-2,24213F-HRTimeline
Red Tortoise LLC37,025$1.77M0.93%+6713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC36,625$1.77M0.25%+6,78813F-HRTimeline
FineMark National Bank & Trust36,718$1.76M0.06%+8813F-HRTimeline
Clientfirst Wealth Management, LLC36,712$1.76M1.78%13F-HRTimeline
William Howard & Co Financial Advisors …36,699$1.75M1.59%+26013F-HRTimeline
Parkside Financial Bank & Trust36,653$1.75M0.23%+1,16013F-HRTimeline
Objective Capital Management, LLC36,603$1.75M1.17%-1,67613F-HRTimeline
West Coast Financial LLC36,563$1.75M0.19%-3913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,510$1.75M<0.01%-69,36913F-HRTimelineGroup
Horizon Investment Services, LLC36,403$1.74M0.74%-20,68513F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC36,337$1.74M0.44%+7,19813F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC36,234$1.73M0.25%+3,45013F-HRTimeline
Lynx Investment Advisory36,202$1.73M1.18%+1,89513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC36,184$1.73M0.45%13F-HRTimeline
Upper Left Wealth Management, LLC36,113$1.73M1.48%+58613F-HRTimeline
HALL LAURIE J TRUSTEE36,078$1.73M0.57%-11013F-HRTimeline
Rothschild Capital Partners, LLC36,010$1.72M0.42%-87713F-HRTimeline
Thrive Wealth Management, LLC35,954$1.72M0.31%+1,41313F-HRTimeline
Curated Wealth Partners LLC35,800$1.71M0.2%new13F-HRTimeline
IFG Advisory, LLC35,741$1.71M0.1%+3,72513F-HRTimeline
Magnus Financial Group LLC35,728$1.71M0.17%+54913F-HRTimeline
Retirement Investment Advisors, Inc.35,721$1.71M0.18%+35513F-HRTimeline
Thrive Capital Management, LLC35,715$1.71M0.78%+2,32213F-HRTimeline
Family CFO Inc35,338$1.69M0.93%+813F-HRTimeline
Bell Bank35,236$1.68M0.13%013F-HRTimeline
Charis Legacy Partners, LLC35,202$1.68M3.44%13F-HRTimeline
RCS Financial Planning, LLC35,021$1.67M0.89%+2,99813F-HRTimeline
IFC Advisors LLC35,000$1.67M0.36%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC34,977$1.67M0.07%-45013F-HR/ATimeline
Hardman Johnston Global Advisors LLC34,840$1.67M0.07%+21,83013F-HRTimeline
Sunburst Financial Group, LLC34,647$1.66M0.41%-2,64413F-HRTimeline
Ironwood Investment Counsel, LLC34,617$1.66M0.28%-1,15313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP34,607$1.65M<0.01%new13F-HRTimelineGroup
Affinity Capital Advisors, LLC34,180$1.65M0.31%-74913F-HRTimeline
GREENLEAF TRUST34,516$1.65M0.02%+32213F-HRTimeline
CALTON & ASSOCIATES, INC.34,500$1.65M0.73%-2,46113F-HRTimeline
GC Wealth Management RIA, LLC34,412$1.65M0.29%+61213F-HRTimeline
Strategies Wealth Advisors, LLC32,444$1.64M0.2%+29613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC34,192$1.63M0.9%+5,33613F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…34,163$1.63M0.26%-39,81213F-HRTimelineGroup
SECURITY NATIONAL BANK OF SO DAK33,901$1.62M0.9%+16,11613F-HRTimeline
Sage Capital Advisors,llc33,854$1.62M0.42%+43813F-HRTimeline
Everstar Asset Management, LLC33,503$1.6M1.13%+5,33513F-HRTimeline
GS Investments, Inc.33,490$1.6M0.72%+2,31513F-HRTimeline
Roehl & Yi Investment Advisors, LLC88,020$1.6M0.88%13F-HRTimeline
Severin Investments, LLC33,368$1.6M1.59%13F-HRTimeline
Midwest Capital Advisors, LLC33,330$1.59M1.17%13F-HRTimeline
Federation des caisses Desjardins du Qu…33,306$1.59M0.01%+14,09313F-HRTimeline
Luminvest Wealth Management LLC33,198$1.59M0.64%-2,04513F-HRTimeline
EQ LLC33,158$1.59M0.74%+80513F-HRTimeline
One Capital Management, LLC33,041$1.58M0.05%+2,35213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD33,000$1.58M<0.01%013F-HRTimelineGroup
Legacy Bridge, LLC32,971$1.58M0.82%013F-HRTimeline
Joel Isaacson & Co., LLC32,948$1.58M0.07%+1,70913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC32,894$1.57M0.06%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC32,681$1.57M0.26%+29513F-HRTimeline
Gryphon Financial Partners LLC32,725$1.56M0.22%+6,48213F-HRTimeline
Bragg Financial Advisors, Inc32,673$1.56M0.06%-50513F-HRTimeline
MONECO ADVISORS, LLC32,657$1.56M0.16%+4,90913F-HR/ATimeline
PETRA FINANCIAL ADVISORS INC32,598$1.56M1.06%+2,02213F-HRTimeline
Francis Financial, Inc.32,481$1.55M0.39%+17,35413F-HRTimeline
Obsidian Personal Planning Solutions LLC31,003$1.55M0.75%-61013F-HRTimeline
Michael A. Dubis Financial Planning, LLC32,370$1.55M1.5%13F-HRTimeline
CAPITAL CITY TRUST CO/FL32,346$1.55M0.39%+1,88113F-HRTimeline
PATTON FUND MANAGEMENT, INC.32,307$1.54M0.3%+17,78413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC32,100$1.54M0.4%new13F-HR/ATimeline
Aries Wealth Management32,090$1.53M0.42%+17013F-HRTimeline
Wells Trecaso Financial Group, LLC32,018$1.53M0.5%-16913F-HRTimeline
Sterling Financial Planning, Inc.31,881$1.52M0.56%-28513F-HRTimeline
Balboa Wealth Partners31,832$1.52M0.35%+23,66813F-HRTimeline
Lutz Financial Services LLC31,596$1.51M0.12%+8,38513F-HRTimeline
Stephens Consulting, LLC31,476$1.51M0.38%+43613F-HRTimeline
LS Investment Advisors, LLC31,215$1.49M0.22%+71013F-HRTimeline
Mendel Capital Management LLC31,105$1.49M0.9%-14513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC30,899$1.48M<0.01%013F-HR/ATimelineGroup
Global Financial Private Client, LLC30,887$1.48M0.55%-2,60513F-HRTimeline
CITY HOLDING CO30,852$1.47M0.21%+3,11013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management30,801$1.47M0.05%-83113F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK30,763$1.47M0.05%+4,38913F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC30,733$1.47M0.37%+62213F-HRTimelineGroup
Minot DeBlois Advisors LLC30,725$1.47M1.34%13F-HRTimeline
Cubist Systematic Strategies, LLC30,652$1.47M0.02%new13F-HRTimeline
Freedom Investment Management, Inc.30,622$1.46M0.12%+9,91513F-HRTimeline
Bahl & Gaynor LLC30,539$1.46M0.01%+9,31013F-HRTimeline
Continuum Advisory, LLC30,309$1.45M0.19%+413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC30,000$1.43M<0.01%new13F-HRTimeline
Leo Wealth, LLC29,997$1.43M0.13%+10,51213F-HRTimeline
Innovative Wealth Building LLC29,987$1.43M1.3%13F-HRTimeline
Hurley Capital, LLC29,834$1.43M1.15%13F-HRTimeline
Redwood Wealth Management Group, LLC29,759$1.42M0.69%-80613F-HRTimeline
MIdWestOne Financial Group, Inc.29,704$1.42M0.2%-1,13613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC29,699$1.42M0.46%+14,03013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.28,378$1.42M0.07%-33813F-HRTimelineGroup
Total Clarity Wealth Management, Inc.29,581$1.41M0.46%-4,14313F-HRTimeline
Semmax Financial Advisors Inc.27,438$1.41M0.38%+27,40613F-HRTimeline
Nikulski Financial, Inc.29,513$1.41M0.41%+2,99313F-HRTimeline
Larson Financial Group LLC29,512$1.41M0.07%+83713F-HRTimeline
PBMares Wealth Management LLC29,468$1.41M0.29%+49513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC29,443$1.41M0.63%13F-HRTimeline
Talon Private Wealth, LLC29,437$1.41M0.29%+19,73013F-HR/ATimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/29,380$1.4M0.08%+8,92713F-HRTimeline
Crewe Advisors LLC29,257$1.4M0.19%+23013F-HRTimeline
Guardian Partners Inc.28,996$1.4M0.14%13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.29,227$1.4M0.42%-8413F-HRTimeline
Gridiron Partners, LLC29,111$1.39M0.88%013F-HRTimeline
MBE Wealth Management, LLC28,849$1.38M0.78%+5,80613F-HRTimeline
BBR PARTNERS, LLC28,819$1.38M0.1%+28713F-HRTimeline
MONTAG A & ASSOCIATES INC28,791$1.38M0.07%+19,01413F-HRTimeline
Addison Capital Co28,742$1.37M0.55%+6,82213F-HRTimeline
MOTCO28,642$1.37M0.14%-1,28413F-HRTimeline
Accel Wealth Management28,536$1.36M0.52%-43813F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC28,518$1.36M0.51%+15013F-HRTimeline
HCR Wealth Advisors28,484$1.36M0.17%+2,39213F-HRTimeline
DB Fitzpatrick & Co, Inc28,401$1.36M1.25%+15113F-HRTimeline
Claris Financial LLC28,363$1.36M0.89%13F-HRTimeline
Crestwood Advisors Group, LLC28,348$1.36M0.03%+4,89413F-HRTimeline
FINANCIAL LIFE ADVISORS28,243$1.35M0.51%+1,00213F-HRTimeline
Farnam Financial LLC28,142$1.35M1.41%new13F-HRTimeline
Advus Financial Partners, LLC28,128$1.35M0.58%013F-HR/ATimeline
DAVIDSON TRUST CO28,116$1.34M0.69%+1,08313F-HRTimeline
Aaron Wealth Advisors LLC28,116$1.34M0.16%013F-HRTimeline
Chico Wealth RIA28,001$1.34M1.17%-6,92013F-HRTimeline
Naviter Wealth, LLC27,981$1.34M0.16%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…27,905$1.33M0.23%+41513F-HRTimeline
Retirement Systems of Alabama27,838$1.33M<0.01%+2,57313F-HRTimeline
WPG Advisers, LLC27,770$1.33M1.23%13F-HRTimeline
L & S Advisors Inc27,445$1.31M0.14%-20813F-HRTimeline
SEVEN MILE ADVISORY27,400$1.31M0.84%+19813F-HRTimeline
INNEALTA CAPITAL, LLC27,295$1.31M0.64%+12,18913F-HRTimeline
Milestone Asset Management Group, LLC27,193$1.3M1.16%13F-HRTimeline
Forthright Family Wealth Advisory LLC27,163$1.3M0.84%-1,22213F-HRTimeline
FORTE CAPITAL LLC /ADV27,134$1.3M0.15%+10513F-HRTimeline
Atlas Legacy Advisors, LLC27,017$1.29M0.31%13F-HRTimeline
HUB Investment Partners, LLC27,017$1.29M0.05%+4,56213F-HRTimeline
Heritage Investment Group, Inc.26,991$1.29M0.24%new13F-HRTimeline
White Lighthouse Investment Management …26,912$1.29M0.23%-1,68313F-HRTimeline
Sageworth Trust Co of South Dakota26,813$1.28M1.62%-2,02113F-HRTimeline
Belpointe Asset Management LLC24,462$1.28M0.08%+70413F-HRTimeline
Merriman Wealth Management, LLC26,723$1.28M0.05%+3,60813F-HRTimeline
Clear Creek Financial Management, LLC26,706$1.28M0.14%+37313F-HRTimeline
VISTA INVESTMENT MANAGEMENT26,633$1.27M0.48%+23813F-HRTimeline
DELTA FINANCIAL ADVISORS LLC26,607$1.27M0.47%-2,42313F-HRTimeline
CHAPIN DAVIS, INC.24,064$1.27M0.41%013F-HRTimeline
Antonelli Financial Advisors, LLC26,479$1.27M1.07%13F-HRTimeline
Fermata Advisors, LLC26,214$1.25M0.23%+11,94713F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC26,168$1.25M0.98%+8,55213F-HRTimeline
Tennessee Valley Asset Management Partn…26,146$1.25M0.21%-1,65113F-HRTimeline
Balanced Rock Investment Advisors LLC26,096$1.25M0.99%-3,86013F-HRTimeline
Lord & Richards Wealth Management, LLC25,983$1.24M2.62%13F-HRTimeline
Cyndeo Wealth Partners, LLC25,927$1.24M0.08%+5813F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.25,864$1.24M0.23%+3,68513F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP25,863$1.24M0.03%-21,89313F-HRTimeline
Sachetta, LLC25,791$1.23M0.49%+1,00413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC25,768$1.23M0.21%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT25,670$1.23M0.01%+73213F-HRTimeline
Peak Retirement Planning, Inc.25,646$1.23M0.83%13F-HRTimeline
Lion Street Advisors, LLC25,613$1.22M0.39%+48013F-HRTimeline
L.M. KOHN & COMPANY25,526$1.22M0.32%-2,92713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP25,420$1.22M<0.01%-79,51013F-HRTimelineGroup
MCCARTER PRIVATE WEALTH SERVICES LLC25,404$1.21M0.77%-1,12013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC25,335$1.21M0.66%013F-HRTimeline
Optimist Retirement Group LLC25,321$1.21M0.57%-19513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments25,288$1.21M0.08%-24213F-HRTimelineGroup
Moloney Securities Asset Management, LLC25,278$1.21M0.16%-98813F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC25,260$1.21M0.02%-2813F-HRTimeline
Prosperity Planning, Inc.25,238$1.21M0.39%+56813F-HRTimeline
MMA ASSET MANAGEMENT LLC25,228$1.21M0.53%-26,55313F-HRTimeline
Axis Wealth Partners, LLC25,136$1.2M1.01%13F-HRTimeline
STEVENS CAPITAL PARTNERS25,064$1.2M0.54%+81313F-HRTimeline
Carl P. Sherr & Co., LLC25,055$1.2M0.63%+1,34013F-HRTimeline
Breakwater Capital Group24,981$1.19M0.24%-78913F-HRTimeline
Enterprise Bank & Trust Co24,932$1.19M0.39%-17813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC24,910$1.19M0.12%+81713F-HRTimeline
InTrack Investment Management Inc24,990$1.19M0.83%-6,20013F-HRTimeline
Platform Technology Partners24,749$1.18M0.36%+5,13513F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…24,709$1.18M<0.01%+19,00013F-HRTimelineGroup
Bridgewater Advisors Inc.24,806$1.18M0.12%+1,09213F-HRTimeline
Beacon Bridge Wealth Partners, LLC24,656$1.18M0.5%+4,53413F-HRTimeline
Everhart Financial Group, Inc.24,643$1.18M0.24%-85613F-HRTimeline
Plan A Wealth LLC24,630$1.18M1.08%13F-HRTimeline
Capital Investment Advisory Services, L…24,555$1.17M0.11%+47013F-HRTimeline