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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
New Century Financial Group, LLC40,423$2.05M2.38%-2,44013F-HRTimeline
Aureus Asset Management, LLC40,366$2.05M0.14%-87613F-HRTimeline
Asset Dedication, LLC40,220$2.04M0.17%-39313F-HRTimeline
Custos Family Office, LLC40,150$2.04M0.72%-58013F-HRTimeline
Running Point Capital Advisors, LLC39,989$2.03M0.65%+1,39013F-HRTimeline
Pine Harbor Wealth Management, LLC39,888$2.03M0.81%+1,17413F-HRTimeline
FSM Wealth Advisors, LLC39,851$2.03M0.46%-10213F-HRTimeline
Inscription Capital, LLC40,218$2.02M0.33%13F-HRTimeline
APPLETON PARTNERS INC/MA39,605$2.01M0.16%-1,98613F-HRTimeline
AMG National Trust Bank39,601$2.01M0.06%-43313F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…40,986$2.01M1.48%-55413F-HRTimeline
Kennebec Savings Bank39,516$2.01M2.13%+39813F-HRTimeline
Orcam Financial Group39,207$1.99M1.87%+1,07713F-HRTimeline
Allen Capital Group, LLC38,741$1.97M0.23%+70113F-HRTimeline
Clientfirst Wealth Management, LLC38,712$1.97M2.23%+2,00013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC38,566$1.96M0.07%-3,46813F-HRTimeline
Schechter Investment Advisors, LLC38,504$1.96M0.16%-47,78913F-HRTimeline
Rothschild Capital Partners, LLC38,457$1.95M0.51%+2,44713F-HRTimeline
Cranbrook Wealth Management, LLC38,366$1.95M0.45%-95013F-HRTimeline
FineMark National Bank & Trust38,338$1.95M0.07%+1,62013F-HRTimeline
Cyndeo Wealth Partners, LLC38,317$1.95M0.13%+12,39013F-HRTimeline
Cynosure Group, LLC38,284$1.95M0.27%-49213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP38,191$1.94M<0.01%+3,58413F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO38,034$1.93M0.47%-8313F-HRTimeline
Mendel Capital Management LLC38,025$1.93M1.17%+6,92013F-HRTimeline
Venture Visionary Partners LLC38,000$1.93M0.08%-1313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC37,894$1.93M0.1%-54713F-HRTimeline
Family CFO Inc37,722$1.92M1.05%+2,38413F-HRTimeline
Glassman Wealth Services37,654$1.91M0.32%+21,79413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC37,643$1.91M<0.01%+25,04913F-HRTimelineGroup
GS Investments, Inc.37,570$1.91M0.9%+4,08013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC37,482$1.91M<0.01%-226,45313F-HRTimelineGroup
Waypoint Wealth Partners Inc.37,396$1.9M0.53%-96613F-HRTimeline
DMKC Advisory Services, LLC37,386$1.9M1.71%-1,80413F-HRTimeline
Addison Capital Co37,373$1.9M0.74%+8,63113F-HRTimeline
Charis Legacy Partners, LLC37,328$1.9M3.59%+2,12613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC37,094$1.89M1.09%+2,90213F-HRTimeline
Hardy Reed LLC37,045$1.88M0.17%-2,52213F-HRTimeline
Magnus Financial Group LLC36,981$1.88M0.18%+1,25313F-HRTimeline
Bigelow Investment Advisors, LLC36,791$1.87M0.89%-28513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.36,765$1.87M0.03%-51313F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC36,637$1.86M0.26%+1213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC36,550$1.86M0.19%-5,70713F-HR/ATimeline
Root Financial Partners, LLC36,511$1.86M0.2%-1,23813F-HRTimeline
Bell Bank36,501$1.86M0.1%+1,26513F-HRTimeline
William Howard & Co Financial Advisors …36,429$1.85M1.74%-27013F-HRTimeline
Western Wealth Management, LLC36,318$1.85M0.12%-3,99413F-HRTimeline
WASHINGTON TRUST Co36,281$1.84M0.07%-2,39513F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…36,256$1.84M1.34%-1,11213F-HRTimeline
Landmark Wealth Management, LLC36,141$1.84M0.81%-4,15613F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC36,058$1.83M1.19%-1,88413F-HRTimeline
West Coast Financial LLC35,918$1.83M0.21%-64513F-HRTimeline
IFC Advisors LLC35,700$1.81M0.38%+70013F-HRTimeline
Retirement Investment Advisors, Inc.35,645$1.81M0.18%-7613F-HRTimeline
Pinion Investment Advisors, LLC35,462$1.8M0.4%+14,18413F-HRTimeline
Transce3nd, LLC35,160$1.79M0.8%-5,13613F-HRTimeline
UNIQUE WEALTH, LLC35,127$1.79M0.34%+25,77113F-HRTimeline
Five Oceans Advisors35,075$1.78M0.85%-8,78013F-HRTimeline
Lynx Investment Advisory34,992$1.78M1.19%-1,21013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC34,951$1.78M0.47%-1,38613F-HRTimelineGroup
Covestor Ltd34,808$1.77M1.18%-2,78613F-HRTimeline
RCS Financial Planning, LLC34,729$1.77M0.93%-29213F-HRTimeline
GUIDANCE CAPITAL, INC32,761$1.76M0.54%-3,24313F-HRTimeline
Roehl & Yi Investment Advisors, LLC92,058$1.76M0.95%+4,03813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…34,155$1.75M0.01%new13F-HRTimelineGroup
PATTON FUND MANAGEMENT, INC.34,263$1.74M0.42%+1,95613F-HRTimeline
Sage Capital Advisors,llc34,165$1.74M0.46%+31113F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC34,004$1.73M0.06%+1,11013F-HRTimeline
Elios Financial Group Inc.33,949$1.73M0.85%+12,30013F-HRTimeline
Joel Isaacson & Co., LLC33,927$1.72M0.08%+97913F-HRTimeline
Luminvest Wealth Management LLC33,874$1.72M0.71%+67613F-HRTimeline
GREENLEAF TRUST33,843$1.72M0.02%-67313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.33,830$1.72M0.02%+18,63413F-HRTimelineGroup
Scarborough Advisors, LLC33,747$1.72M0.24%-3,40013F-HRTimeline
CITY HOLDING CO33,676$1.71M0.24%+2,82413F-HRTimeline
Severin Investments, LLC33,644$1.71M1.71%+27613F-HRTimeline
Institute for Wealth Management, LLC.33,592$1.71M0.22%+14,20313F-HRTimeline
Sunburst Financial Group, LLC33,281$1.69M0.42%-1,36613F-HRTimeline
DAVIDSON TRUST CO33,245$1.69M0.81%+5,12913F-HRTimeline
DB Fitzpatrick & Co, Inc33,101$1.68M1.6%+4,70013F-HRTimeline
Everstar Asset Management, LLC33,031$1.68M1.11%-47213F-HR/ATimeline
Eagle Bluffs Wealth Management LLC32,899$1.67M0.88%-14,12313F-HRTimeline
Michael A. Dubis Financial Planning, LLC32,870$1.67M1.62%+50013F-HRTimeline
Legacy Bridge, LLC32,820$1.67M0.93%-15113F-HRTimeline
IFG Advisory, LLC32,751$1.66M0.09%-2,99013F-HRTimeline
Sterling Financial Planning, Inc.32,599$1.66M0.6%+71813F-HRTimeline
L & S Advisors Inc32,440$1.65M0.2%+4,99513F-HRTimeline
Gryphon Financial Partners LLC32,338$1.64M0.24%-38713F-HRTimeline
Obsidian Personal Planning Solutions LLC30,955$1.64M0.73%-4813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV32,427$1.63M0.85%-16,45613F-HRTimeline
Peak Retirement Planning, Inc.31,990$1.63M0.9%+6,34413F-HRTimeline
CAPITAL CITY TRUST CO/FL31,794$1.62M0.44%-55213F-HRTimeline
PBMares Wealth Management LLC31,786$1.62M0.32%+2,31813F-HRTimeline
Lutz Financial Services LLC31,596$1.61M0.13%013F-HRTimeline
Global Financial Private Client, LLC31,431$1.6M0.61%+54413F-HRTimeline
Strategies Wealth Advisors, LLC31,395$1.6M0.19%-1,04913F-HRTimeline
HUB Investment Partners, LLC31,333$1.59M0.06%+4,31613F-HRTimeline
BBR PARTNERS, LLC31,271$1.59M0.11%+2,45213F-HRTimeline
Larson Financial Group LLC31,179$1.58M0.08%+1,66713F-HRTimeline
EQ LLC31,141$1.58M0.74%-2,01713F-HRTimeline
Wells Trecaso Financial Group, LLC30,932$1.57M0.52%-1,08613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC30,899$1.57M<0.01%013F-HR/ATimelineGroup
Bahl & Gaynor LLC30,896$1.57M0.01%+35713F-HRTimeline
Headlands Technologies LLC30,829$1.57M0.18%+30,12713F-HRTimeline
Guardian Partners Inc.30,280$1.56M0.16%+1,28413F-HRTimeline
Leo Wealth, LLC30,761$1.56M0.22%+76413F-HRTimeline
Cove Private Wealth, LLC30,675$1.56M0.82%new13F-HRTimeline
MONECO ADVISORS, LLC30,579$1.55M0.16%-2,07813F-HR/ATimeline
Belpointe Asset Management LLC30,552$1.55M0.08%+6,09013F-HRTimeline
Fermata Advisors, LLC30,504$1.55M0.28%+4,29013F-HRTimeline
TBH Global Asset Management, LLC30,497$1.55M0.3%+24,39313F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP30,030$1.54M<0.01%new13F-HRTimeline
Sovran Advisors, LLC30,230$1.53M0.2%-11,41113F-HRTimeline
Nikulski Financial, Inc.30,136$1.53M0.46%+62313F-HRTimeline
PETRA FINANCIAL ADVISORS INC29,983$1.52M1.25%-2,61513F-HRTimeline
Minot DeBlois Advisors LLC29,927$1.52M1.52%-79813F-HRTimeline
Redwood Wealth Management Group, LLC29,640$1.51M0.77%-11913F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS29,440$1.5M0.61%+19,33213F-HRTimeline
Crewe Advisors LLC29,257$1.49M0.21%013F-HRTimeline
Milestone Asset Management Group, LLC29,240$1.49M1.34%+2,04713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC29,229$1.49M0.06%-5,74813F-HR/ATimeline
HCR Wealth Advisors29,169$1.48M0.19%+68513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC29,132$1.48M0.38%-1,60113F-HRTimelineGroup
Innovative Wealth Building LLC29,081$1.48M1.36%-90613F-HRTimeline
GAMMA Investing LLC29,010$1.47M0.11%+8,78013F-HR/ATimeline
Everhart Financial Group, Inc.28,872$1.47M0.2%+4,22913F-HRTimeline
FORTE CAPITAL LLC /ADV28,774$1.46M0.17%+1,64013F-HRTimeline
MOTCO28,642$1.46M0.15%013F-HRTimeline
Heritage Investment Group, Inc.28,581$1.45M0.27%+1,59013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT28,570$1.45M0.01%+2,90013F-HRTimeline
Colony Family Offices, LLC28,538$1.45M0.45%-16,29113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC28,513$1.45M1.2%+9,43613F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC28,477$1.45M0.53%-4113F-HRTimeline
Hurley Capital, LLC28,377$1.44M1.09%-1,45713F-HRTimeline
One Capital Management, LLC28,340$1.44M0.05%-4,70113F-HRTimeline
Breakwater Capital Group28,300$1.44M0.26%+3,31913F-HRTimeline
Ariadne Wealth Management, LP26,796$1.44M0.75%new13F-HRTimeline
Bragg Financial Advisors, Inc28,149$1.43M0.06%-4,52413F-HRTimeline
Affinity Capital Advisors, LLC28,944$1.43M0.28%-5,23613F-HRTimeline
Advus Financial Partners, LLC28,128$1.43M0.61%013F-HR/ATimeline
Richard P Slaughter Associates Inc28,054$1.43M0.33%-24,80013F-HRTimeline
Retirement Systems of Alabama28,008$1.42M0.01%+17013F-HRTimeline
FINANCIAL LIFE ADVISORS27,931$1.42M0.53%-31213F-HRTimeline
Paragon Capital Management Ltd27,920$1.42M0.29%+4,32313F-HRTimeline
Stephens Consulting, LLC27,879$1.42M0.36%-3,59713F-HRTimeline
Total Clarity Wealth Management, Inc.29,581$1.41M0.46%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…27,795$1.41M0.25%-11013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.27,636$1.4M0.07%-74213F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC27,624$1.4M0.08%-32,22813F-HRTimeline
Compass Planning Associates Inc27,414$1.39M1.41%+12,28513F-HRTimeline
SEVEN MILE ADVISORY27,408$1.39M0.93%+813F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC27,313$1.39M0.63%-2,13013F-HRTimeline
Balanced Rock Investment Advisors LLC27,302$1.39M1.11%+1,20613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC27,092$1.38M0.26%-9,09213F-HRTimeline
VISTA INVESTMENT MANAGEMENT27,001$1.37M0.54%+36813F-HRTimeline
Gridiron Partners, LLC26,975$1.37M0.88%-2,13613F-HRTimeline
Chico Wealth RIA26,956$1.37M1.19%-1,04513F-HRTimeline
Accel Wealth Management26,923$1.37M0.49%-1,61313F-HRTimeline
Sageworth Trust Co of South Dakota26,813$1.36M1.64%013F-HRTimeline
LS Investment Advisors, LLC26,765$1.36M0.21%-4,45013F-HRTimeline
BAKER BOYER NATIONAL BANK26,695$1.36M0.5%-68,05013F-HRTimeline
Claris Financial LLC28,363$1.36M0.89%013F-HRTimeline
Crestwood Advisors Group, LLC26,630$1.35M0.03%-1,71813F-HRTimeline
Sachetta, LLC26,626$1.35M0.55%+83513F-HRTimeline
Cordgrass Capital Advisors, LLC26,606$1.35M0.39%+2,40013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp26,540$1.35M0.09%-18,00313F-HRTimelineGroup
DELTA FINANCIAL ADVISORS LLC26,492$1.35M0.51%-11513F-HRTimeline
INSIGHT 2811, INC.26,438$1.34M0.68%+2,78913F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/26,383$1.34M0.07%-2,99713F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC26,267$1.34M0.95%+9913F-HRTimeline
Harding Loevner LP26,157$1.33M0.01%-98,82313F-HRTimeline
PCA Investment Advisory Services Inc.26,141$1.33M0.7%+2,28413F-HRTimeline
White Lighthouse Investment Management …26,038$1.32M0.24%-87413F-HRTimeline
Beacon Bridge Wealth Partners, LLC26,034$1.32M0.56%+1,37813F-HRTimeline
Tennessee Valley Asset Management Partn…25,991$1.32M0.22%-15513F-HRTimeline
Fortis Capital Advisors, LLC25,975$1.32M0.27%+15,06813F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP25,899$1.32M0.02%+3613F-HRTimeline
Midwest Capital Advisors, LLC25,835$1.31M0.81%-7,49513F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC25,829$1.31M0.86%+42513F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC25,768$1.31M0.22%013F-HRTimeline
Prosperity Planning, Inc.25,503$1.3M0.41%+26513F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.25,421$1.29M0.25%-44313F-HRTimeline
Antonelli Financial Advisors, LLC25,404$1.29M1.04%-1,07513F-HRTimeline
HALL LAURIE J TRUSTEE25,369$1.29M0.46%-10,70913F-HRTimeline
Naviter Wealth, LLC25,152$1.29M0.16%-2,82913F-HRTimeline
Atlas Legacy Advisors, LLC24,549$1.29M0.33%-2,46813F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …25,303$1.29M0.02%+3,34013F-HRTimelineGroup
INNEALTA CAPITAL, LLC25,293$1.29M0.7%-2,00213F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC25,260$1.28M0.02%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC25,198$1.28M0.06%+2,07213F-HRTimeline
MMA ASSET MANAGEMENT LLC25,184$1.28M0.54%-4413F-HRTimeline
Benchmark Wealth Management, LLC25,147$1.28M0.62%+14,38113F-HRTimeline
Carl P. Sherr & Co., LLC25,123$1.28M0.7%+6813F-HRTimeline
Leonard Rickey Investment Advisors P.L.…25,530$1.28M0.28%+3,03313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding24,998$1.27M+18,645Timeline
Platform Technology Partners24,971$1.27M0.37%+22213F-HRTimeline
FIRST AMERICAN BANK24,856$1.26M0.09%+70613F-HRTimeline
Parkworth Wealth Management, Inc.24,788$1.26M1.01%+4,84213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC24,774$1.26M<0.01%+1,18513F-HRTimelineGroup
Mission Creek Capital Partners, Inc.24,760$1.26M0.31%-26,44813F-HRTimeline