Skip to content
Disclosery

VEA VANGUARD TAX-MANAGED FDS

Follow

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
Addison Capital Co42,892$2.45M0.85%+5,51913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC42,712$2.44M0.3%-5,17813F-HRTimeline
Texas Yale Capital Corp.42,569$2.43M0.08%-18,11413F-HRTimeline
Perennial Advisors, LLC42,423$2.42M0.45%+1,56113F-HRTimeline
Retirement Investment Advisors, Inc.42,173$2.4M0.22%+6,52813F-HRTimeline
Carr Financial Group Corp42,111$2.4M0.71%+51913F-HRTimeline
M3 Advisory Group, LLC42,066$2.4M1.66%+6613F-HRTimeline
Innova Wealth Partners41,895$2.39M1.4%-1,45013F-HRTimeline
Advyzon Investment Management, LLC41,711$2.38M0.53%new13F-HRTimeline
Fulton Bank, N.A.41,707$2.38M0.09%-1,92013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…41,681$2.38M0.02%-1,96013F-HRTimelineGroup
Bangor Savings Bank41,678$2.38M0.21%+31913F-HRTimeline
PATTON FUND MANAGEMENT, INC.41,618$2.37M0.52%+7,35513F-HRTimeline
GC Wealth Management RIA, LLC41,609$2.37M0.19%-3,43013F-HRTimeline
OARSMAN CAPITAL, INC.41,570$2.37M0.37%-1,96613F-HRTimeline
One Wealth Advisors, LLC41,561$2.37M0.33%-3,13713F-HRTimeline
Magnus Financial Group LLC41,559$2.37M0.21%+4,57813F-HRTimeline
Aquire Wealth Advisors, LLC41,357$2.36M0.63%+313F-HRTimeline
FineMark National Bank & Trust41,294$2.35M0.08%+2,95613F-HRTimeline
PFC CAPITAL GROUP, INC.41,285$2.35M1.09%+22,01913F-HRTimeline
VestGen Investment Management41,097$2.34M1.68%-1,75413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC40,605$2.31M1.47%-2,44113F-HRTimeline
Orcam Financial Group40,323$2.3M2%+1,11613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC40,143$2.29M0.3%+3,50613F-HRTimeline
NOTTINGHAM ADVISORS, INC.39,992$2.28M0.34%-28,48113F-HRTimeline
LongView Wealth Management39,787$2.27M0.69%-4,17113F-HRTimeline
Custos Family Office, LLC39,711$2.26M0.72%-43913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC39,649$2.26M0.47%+4,69813F-HRTimelineGroup
Comprehensive Money Management Services…39,574$2.26M1.71%-1,44513F-HRTimeline
Cyndeo Wealth Partners, LLC39,265$2.24M0.13%+94813F-HRTimeline
APPLETON PARTNERS INC/MA39,164$2.23M0.16%-44113F-HRTimeline
Kennebec Savings Bank39,161$2.23M2.19%-35513F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA38,984$2.22M0.25%new13F-HRTimelineGroup
Clientfirst Wealth Management, LLC38,912$2.22M2.27%+20013F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP38,773$2.21M1.21%new13F-HRTimeline
Allen Capital Group, LLC38,719$2.21M0.23%-2213F-HRTimeline
Bell Bank38,577$2.2M0.1%+2,07613F-HRTimeline
Glassman Wealth Services38,540$2.2M0.34%+88613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC38,535$2.2M0.1%+64113F-HRTimeline
Aureus Asset Management, LLC38,488$2.19M0.14%-1,87813F-HRTimeline
Family CFO Inc38,356$2.19M1.1%+63413F-HRTimeline
IFC Advisors LLC38,200$2.18M0.41%+2,50013F-HRTimeline
Mendel Capital Management LLC38,191$2.18M1.24%+16613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC37,868$2.16M1.09%+77413F-HRTimeline
Parsonex Advisory Services, Inc.37,695$2.15M1.79%13F-HRTimeline
GS Investments, Inc.37,570$2.14M0.95%013F-HRTimeline
CITY HOLDING CO37,454$2.14M0.28%+3,77813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP37,370$2.13M<0.01%-82113F-HRTimelineGroup
MAS Advisors LLC37,248$2.12M3.47%-17,77713F-HRTimeline
Running Point Capital Advisors, LLC37,179$2.12M0.58%-2,81013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/37,065$2.11M0.23%new13F-HRTimeline
Cranbrook Wealth Management, LLC37,051$2.11M0.45%-1,31513F-HRTimeline
Arbor Wealth Advisors LLC37,046$2.11M1.71%-10,83713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO37,034$2.11M0.47%-1,00013F-HRTimeline
Cordgrass Capital Advisors, LLC36,831$2.1M0.57%+10,22513F-HRTimeline
Bahl & Gaynor LLC36,776$2.1M0.01%+5,88013F-HRTimeline
Luminvest Wealth Management LLC36,740$2.09M0.75%+2,86613F-HRTimeline
William Howard & Co Financial Advisors …36,567$2.08M1.82%+13813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC36,516$2.08M0.19%-3413F-HR/ATimeline
Roehl & Yi Investment Advisors, LLC94,074$2.08M1.06%+2,01613F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC36,276$2.07M0.24%+28,36913F-HRTimelineGroup
DELTA FINANCIAL ADVISORS LLC36,270$2.07M0.73%+9,77813F-HRTimeline
WASHINGTON TRUST Co36,230$2.07M0.07%-5113F-HRTimeline
L & S Advisors Inc36,124$2.06M0.2%+3,68413F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC36,060$2.06M1.23%+213F-HRTimeline
Everstar Asset Management, LLC35,947$2.05M1.25%+2,91613F-HRTimeline
Root Financial Partners, LLC35,891$2.05M0.2%-62013F-HRTimeline
Joel Isaacson & Co., LLC35,810$2.04M0.08%+1,88313F-HRTimeline
Elios Financial Group Inc.35,123$2M0.91%+1,17413F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…35,059$2M1.4%-1,19713F-HRTimeline
Gryphon Financial Partners LLC35,003$2M0.26%+2,66513F-HRTimeline
Charis Legacy Partners, LLC34,815$1.98M3.27%-2,51313F-HRTimeline
Waypoint Wealth Partners Inc.34,746$1.98M0.48%-2,65013F-HRTimeline
Bigelow Investment Advisors, LLC34,521$1.97M0.87%-2,27013F-HRTimeline
BBR PARTNERS, LLC34,495$1.97M0.12%+3,22413F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC34,395$1.96M0.07%+39113F-HRTimeline
Five Oceans Advisors34,363$1.96M0.84%-71213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…34,082$1.94M0.31%+6,28713F-HRTimeline
DB Fitzpatrick & Co, Inc33,966$1.94M1.72%+86513F-HRTimeline
WBH ADVISORY INC33,912$1.93M0.16%-7,06513F-HRTimeline
Cynosure Group, LLC33,775$1.93M0.22%-4,50913F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…33,745$1.92M1.24%-7,24113F-HRTimeline
Lynx Investment Advisory33,710$1.92M1.26%-1,28213F-HRTimeline
Legacy Bridge, LLC33,704$1.92M0.91%+88413F-HRTimeline
Sage Capital Advisors,llc33,631$1.92M0.47%-53413F-HRTimeline
Institute for Wealth Management, LLC.33,347$1.9M0.21%-24513F-HRTimeline
GUIDANCE CAPITAL, INC33,696$1.89M0.54%+93513F-HRTimeline
IFG Advisory, LLC32,999$1.88M0.09%+24813F-HRTimeline
RCS Financial Planning, LLC32,713$1.86M0.93%-2,01613F-HRTimeline
PCA Investment Advisory Services Inc.32,690$1.86M0.79%+6,54913F-HRTimeline
DAVIDSON TRUST CO32,677$1.86M0.86%-56813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC32,685$1.86M0.29%new13F-HRTimeline
ORG Partners LLC32,374$1.85M0.39%+21,93113F-HRTimeline
Eagle Bluffs Wealth Management LLC32,351$1.84M0.88%-54813F-HRTimeline
Hardy Reed LLC32,259$1.84M0.15%-4,78613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC32,229$1.84M0.07%+3,00013F-HRTimeline
HUB Investment Partners, LLC32,155$1.83M0.06%+82213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC32,092$1.83M0.31%+10,87813F-HRTimeline
Transce3nd, LLC32,022$1.83M0.77%-3,13813F-HRTimeline
Wells Trecaso Financial Group, LLC31,859$1.82M0.56%+92713F-HRTimeline
Milestone Asset Management Group, LLC31,858$1.82M1.34%+2,61813F-HRTimeline
CAPITAL CITY TRUST CO/FL31,794$1.81M0.47%013F-HRTimeline
Atlas Legacy Advisors, LLC31,791$1.81M0.4%+7,24213F-HRTimeline
Landmark Wealth Management, LLC31,742$1.81M0.77%-4,39913F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC31,730$1.81M0.61%+3,25313F-HRTimeline
Lutz Financial Services LLC31,625$1.8M0.14%+2913F-HRTimeline
STEVENS CAPITAL PARTNERS31,378$1.8M0.65%+7,70113F-HRTimeline
Heritage Investment Group, Inc.31,531$1.8M0.31%+2,95013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV31,031$1.79M0.85%-1,39613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.31,380$1.79M0.03%-5,38513F-HRTimelineGroup
Global Financial Private Client, LLC31,346$1.79M0.67%-8513F-HRTimeline
Sterling Financial Planning, Inc.31,231$1.78M0.59%-1,36813F-HRTimeline
Belpointe Asset Management LLC31,169$1.78M0.07%+61713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,112$1.77M<0.01%-27,57413F-HRTimelineGroup
Dakota Wealth Management31,101$1.77M0.04%+11,03613F-HRTimeline
Aries Wealth Management31,000$1.77M0.46%-11,93013F-HRTimeline
Nikulski Financial, Inc.30,963$1.77M0.48%+82713F-HRTimeline
Everhart Financial Group, Inc.30,953$1.76M0.2%+2,08113F-HRTimeline
MONECO ADVISORS, LLC30,913$1.76M0.16%+33413F-HRTimeline
Obsidian Personal Planning Solutions LLC30,906$1.76M0.71%-4913F-HRTimeline
One Capital Management, LLC30,739$1.75M0.06%+2,39913F-HRTimeline
Strategies Wealth Advisors, LLC30,720$1.75M0.19%-67513F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC30,719$1.75M1.34%+2,20613F-HRTimeline
Guardian Partners Inc.30,557$1.75M0.16%+27713F-HRTimeline
Fermata Advisors, LLC30,614$1.75M0.47%+11013F-HRTimeline
Sunburst Financial Group, LLC30,573$1.74M0.39%-2,70813F-HRTimeline
INSIGHT 2811, INC.30,376$1.73M0.82%+3,93813F-HRTimeline
HCR Wealth Advisors30,061$1.71M0.2%+89213F-HRTimeline
Crewe Advisors LLC30,036$1.71M0.24%+77913F-HRTimeline
Sharp Wealth Advisory, LLC29,804$1.7M1.1%+9,80413F-HRTimeline
Hurley Capital, LLC29,726$1.69M1.19%+1,34913F-HRTimeline
Redwood Wealth Management Group, LLC29,504$1.68M0.76%-13613F-HRTimeline
EHRLICH FINANCIAL GROUP29,444$1.68M1.09%new13F-HRTimeline
Total Clarity Wealth Management, Inc.29,443$1.68M0.48%-13813F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS29,440$1.68M0.62%013F-HRTimeline
GAMMA Investing LLC29,230$1.67M0.11%+22013F-HRTimeline
Breakwater Capital Group29,217$1.67M0.27%+91713F-HRTimeline
MASECO LLP29,170$1.66M0.06%13F-HRTimeline
Affinity Capital Advisors, LLC28,803$1.64M0.28%-14113F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC28,797$1.64M1%+5,27913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC28,675$1.63M0.07%+3,47713F-HRTimeline
Compass Planning Associates Inc28,619$1.63M1.5%+1,20513F-HRTimeline
Paragon Capital Management Ltd28,597$1.63M0.3%+67713F-HRTimeline
Essential Planning, LLC.28,549$1.63M0.61%+8,01813F-HRTimeline
Claris Financial LLC28,532$1.63M1.23%+16913F-HRTimeline
Minot DeBlois Advisors LLC28,506$1.63M1.54%-1,42113F-HRTimeline
Rothschild Capital Partners, LLC28,388$1.62M0.42%-10,06913F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…28,361$1.62M0.28%-16,00013F-HR/ATimelineGroup
MOTCO28,743$1.62M0.15%+10113F-HRTimeline
PETRA FINANCIAL ADVISORS INC28,158$1.61M1.02%-1,82513F-HRTimeline
Balanced Rock Investment Advisors LLC28,154$1.61M1.26%+85213F-HRTimeline
Advus Financial Partners, LLC28,128$1.6M0.63%013F-HR/ATimeline
ERn Financial, LLC28,012$1.6M0.34%-451,67813F-HRTimeline
Bragg Financial Advisors, Inc27,983$1.6M0.06%-16613F-HRTimeline
Stephens Consulting, LLC27,909$1.59M0.38%+3013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC27,808$1.59M0.73%+22,10413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC27,689$1.58M0.44%-1,44313F-HRTimelineGroup
HALL LAURIE J TRUSTEE27,589$1.57M0.52%+2,22013F-HRTimeline
BAKER BOYER NATIONAL BANK27,267$1.55M0.54%+57213F-HRTimeline
Accel Wealth Management27,182$1.55M0.52%+25913F-HRTimeline
Larson Financial Group LLC27,098$1.54M0.06%-4,08113F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC27,019$1.54M0.64%-29413F-HRTimeline
Gridiron Partners, LLC26,975$1.54M0.95%013F-HRTimeline
PBMares Wealth Management LLC26,945$1.54M0.28%-4,84113F-HRTimeline
Continuum Advisory, LLC26,901$1.53M0.18%+6,17113F-HRTimeline
DEARBORN PARTNERS LLC26,881$1.53M0.07%+5,26413F-HRTimeline
Chico Wealth RIA26,829$1.53M1.21%-12713F-HRTimeline
Sageworth Trust Co of South Dakota26,813$1.53M1.66%013F-HRTimeline
Parkworth Wealth Management, Inc.26,766$1.53M1.1%+1,97813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC26,745$1.52M0.05%+3,98513F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC26,743$1.52M0.08%-88113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.26,618$1.52M0.07%-1,01813F-HRTimelineGroup
Crestwood Advisors Group, LLC26,615$1.52M0.03%-1513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…26,513$1.51M0.01%-7,64213F-HRTimelineGroup
SEVEN MILE ADVISORY26,504$1.51M0.91%-90413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/26,383$1.5M0.08%013F-HRTimeline
Beacon Bridge Wealth Partners, LLC26,317$1.5M0.6%+28313F-HRTimeline
Colony Family Offices, LLC26,305$1.5M0.39%-2,23313F-HRTimeline
Sachetta, LLC26,268$1.5M0.59%-35813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management26,163$1.49M0.05%-14,43913F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC26,043$1.48M0.57%+85913F-HRTimeline
Carl P. Sherr & Co., LLC26,035$1.48M0.75%+91213F-HRTimeline
VISTA INVESTMENT MANAGEMENT25,979$1.48M0.55%-1,02213F-HRTimeline
GTS SECURITIES LLC25,954$1.48M0.07%+10,79413F-HRTimeline
FINANCIAL LIFE ADVISORS25,929$1.48M0.51%-2,00213F-HRTimeline
White Lighthouse Investment Management …25,891$1.48M0.24%-14713F-HRTimeline
Platform Technology Partners25,776$1.47M0.38%+80513F-HRTimeline
Retirement Systems of Alabama25,748$1.47M0.01%-2,26013F-HRTimeline
Fortis Capital Advisors, LLC25,618$1.46M0.26%-35713F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC25,572$1.46M0.34%+91413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC25,542$1.46M0.21%-22613F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.25,331$1.44M1.1%+1,23813F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC25,312$1.44M0.83%-51713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT25,283$1.44M0.01%-3,28713F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC25,260$1.44M0.02%013F-HRTimeline
Naviter Wealth, LLC25,161$1.43M0.18%+913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC25,127$1.43M<0.01%+35313F-HR/ATimelineGroup
Leonard Rickey Investment Advisors P.L.…25,102$1.43M0.29%-42813F-HRTimeline
SCOTIA CAPITAL INC.25,085$1.43M0.01%+8,59213F-HRTimeline
Lion Street Advisors, LLC25,066$1.43M0.43%+79513F-HRTimeline