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
VERUS WEALTH MANAGEMENT, LLC58,048$3.72M3.45%+52113F-HRTimeline
Mullaney, Keating & Wright, Inc.57,896$3.71M2.02%+11113F-HRTimeline
Cushing Capital Partners, LLC57,784$3.7M2.85%-6,40813F-HRTimeline
Pacific Park Financial, Inc.57,784$3.7M2.42%-73713F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management57,471$3.68M0.54%-43313F-HRTimelineGroup
Centerline Wealth Advisors, LLC57,144$3.66M1.32%-6,39813F-HRTimeline
Archvest Wealth Advisors, Inc.57,105$3.66M2.36%+64913F-HRTimeline
BIRCH FINANCIAL GROUP, LLC56,985$3.65M2.13%+1,49513F-HRTimeline
Cove Private Wealth, LLC56,795$3.64M0.83%+32013F-HRTimeline
Hutchens & Kramer Investment Management…56,706$3.63M1.15%+3,17913F-HRTimeline
Morling Financial Advisors, LLC56,668$3.63M1.12%-1,59813F-HRTimeline
RiverFront Investment Group, LLC56,618$3.63M0.06%+9,41513F-HRTimeline
FAMILY WEALTH PARTNERS, LLC56,602$3.63M1.24%+76013F-HRTimeline
WP Advisors, LLC56,583$3.63M0.94%+36,55813F-HRTimeline
Frankly Finances, LLC56,420$3.62M3.27%+1,87913F-HRTimeline
Aureus Asset Management, LLC56,286$3.61M0.24%+17,22113F-HRTimeline
SageView Advisory Group, LLC56,284$3.61M0.13%-14,98013F-HRTimeline
Roehl & Yi Investment Advisors, LLC152,854$3.61M1.35%+44,36413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.56,126$3.6M0.19%+10,28513F-HRTimelineGroup
Joel Isaacson & Co., LLC56,064$3.59M0.12%+1,57013F-HRTimeline
Weinberger Asset Management, Inc56,054$3.59M1.35%-1,73113F-HRTimeline
NorthLanding Financial Partners, LLC56,012$3.59M2.89%-1,33313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP55,823$3.58M0.49%-48713F-HRTimeline
Cornerstone Wealth Management, LLC55,821$3.58M0.18%+2,58713F-HRTimeline
General Partner, Inc.55,579$3.56M2.17%013F-HRTimeline
Gladstone Institutional Advisory LLC55,463$3.55M0.13%-26,69013F-HRTimeline
QUADRANT CAPITAL GROUP LLC55,441$3.55M0.11%+12,83113F-HR/ATimeline
Texas Yale Capital Corp.55,441$3.55M0.1%+5,61413F-HRTimeline
Shepherd Street Advisors LLC55,395$3.55M3.5%+4,54113F-HRTimeline
Charter Oak Capital Management, LLC55,154$3.53M0.27%-4,94913F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD55,118$3.53M0.51%+13,86313F-HRTimeline
Worth Asset Management, LLC55,111$3.53M1.32%+47,53513F-HRTimeline
ETF Portfolio Partners, Inc.54,866$3.52M0.92%-1,40613F-HRTimeline
Carr Financial Group Corp54,832$3.51M0.93%+6,03413F-HRTimeline
PFG Advisors54,560$3.5M0.17%-9,17613F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.54,519$3.49M0.24%+96813F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…54,492$3.49M0.06%+2,95913F-HRTimelineGroup
AMG National Trust Bank54,459$3.49M0.08%+10,26913F-HRTimeline
Uptown Financial Advisors LLC54,309$3.48M2.81%+71013F-HRTimeline
Stone Wealth Partners54,264$3.48M3.12%+12,76013F-HRTimeline
Venture Visionary Partners LLC54,198$3.47M0.12%+1,52513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC53,991$3.46M0.78%-6,67013F-HRTimeline
JDM Financial Group LLC53,935$3.46M1.33%+14813F-HRTimeline
Firestone Capital Management53,621$3.44M0.72%-3,17513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC53,507$3.43M1.23%+32513F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp53,398$3.42M0.03%+31,55013F-HRTimelineGroup
BEACON FINANCIAL GROUP53,176$3.41M0.34%-17113F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC53,024$3.4M1.24%+55213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC52,919$3.39M<0.01%+9,20713F-HRTimelineGroup
Legacy Edge Advisors, LLC52,846$3.39M0.36%-7,46813F-HRTimeline
N.E.W. Advisory Services LLC52,762$3.38M0.25%+3,00813F-HRTimeline
Soltis Investment Advisors LLC52,690$3.38M0.22%+5,08113F-HRTimeline
Maltin Wealth Management, Inc.52,559$3.37M1.29%+33313F-HRTimeline
WORLD EQUITY GROUP, INC.53,936$3.37M0.87%-2,11813F-HRTimeline
Whipplewood Advisors, LLC52,208$3.35M1.74%+4,25013F-HRTimeline
Simplicity Wealth,LLC52,063$3.34M0.19%+6,41413F-HRTimeline
Bath Savings Trust Co51,938$3.33M0.36%+24,96813F-HRTimeline
Legacy Financial Advisors, Inc.51,930$3.33M0.47%-3,62513F-HRTimeline
Prospera Capital Management, LLC51,873$3.32M1.67%+19813F-HRTimeline
Covestor Ltd51,569$3.31M2.29%+84513F-HRTimeline
Baron Wealth Management LLC51,567$3.3M0.99%+1213F-HRTimeline
RTD Financial Advisors, Inc.51,236$3.28M0.4%-3,98613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO51,172$3.28M0.02%-20513F-HRTimelineGroup
Sowell Financial Services LLC51,003$3.27M0.12%+98113F-HRTimeline
Belpointe Asset Management LLC50,656$3.25M0.12%+16,12713F-HRTimeline
Palatine Hill Wealth Management, LLC50,533$3.24M2.82%-10,81613F-HRTimeline
BancFirst Trust & Investment Management51,814$3.21M1.42%+1,67613F-HRTimeline
Southland Equity Partners LLC50,094$3.21M0.63%-91113F-HRTimeline
WorthPointe, LLC50,033$3.21M0.87%+32,14213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC50,017$3.21M0.53%+10,38713F-HRTimelineGroup
Inscription Capital, LLC49,899$3.2M0.34%+10,90013F-HRTimeline
HMV Wealth Advisors, LLC49,875$3.2M1.5%+3,40513F-HRTimeline
Sherman Wealth Management LLC49,581$3.18M2.73%+1,48513F-HRTimeline
LGL PARTNERS, LLC49,301$3.16M1.3%+47513F-HRTimeline
Mendel Capital Management LLC49,254$3.16M1.59%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC49,156$3.15M0.17%+36413F-HRTimeline
GREENLEAF TRUST48,956$3.14M0.03%+4,41513F-HRTimeline
GUIDANCE CAPITAL, INC45,475$3.14M0.7%-77413F-HRTimeline
Performance Wealth Partners, LLC48,862$3.13M0.09%+34,77913F-HRTimeline
Lynx Investment Advisory48,787$3.13M1.49%+12,16313F-HRTimeline
BAYBAN48,529$3.11M2.7%-29213F-HRTimeline
Riverview Trust Co48,354$3.1M3.82%013F-HRTimeline
Capital International Investorsin group Capital International Investo…49,700$3.08M<0.01%-107,92913F-HRTimelineGroup
Montecito Bank & Trust48,032$3.08M0.51%-7,25613F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …48,000$3.08M0.34%013F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC47,792$3.06M0.99%-30713F-HRTimeline
Asset Dedication, LLC47,745$3.06M0.21%+5,97813F-HRTimeline
DEARBORN PARTNERS LLC47,647$3.05M0.17%+12,01813F-HRTimeline
Archford Capital Strategies, LLC47,577$3.05M0.35%+1,44513F-HRTimeline
Andrews Advisory Associates, LLC47,408$3.04M1.6%-21,12913F-HRTimeline
Forefront Analytics, LLC47,307$3.03M2.76%-75,90113F-HRTimeline
Jefferson Bridge Capital, LLC47,262$3.03M3.01%+88713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC47,044$3.01M0.38%+3,87513F-HRTimeline
DB Fitzpatrick & Co, Inc47,000$3.01M2.58%+3,36513F-HRTimeline
Acorn Wealth Advisors, LLC46,961$3.01M0.88%+1,38713F-HRTimeline
DELTA FINANCIAL ADVISORS LLC46,701$2.99M0.78%+7,44513F-HRTimeline
PCA Investment Advisory Services Inc.46,670$2.99M1%+4,05113F-HRTimeline
Arbor Wealth Advisors LLC46,636$2.99M2.1%+32013F-HRTimeline
HANCOCK WHITNEY CORP46,112$2.98M0.05%+3,26513F-HRTimeline
Clarion Wealth Managment Partners, LLC46,438$2.98M2.7%-3,98013F-HRTimeline
Compass Ion Advisors, LLC46,421$2.97M0.28%+14613F-HRTimeline
Summit Asset Management, LLC46,371$2.97M0.41%new13F-HRTimeline
LARCH CAPITAL PARTNERS LLC46,366$2.97M0.43%+5,22513F-HRTimeline
Indivisible Partners46,473$2.96M0.26%+3,48313F-HRTimeline
Private Wealth Asset Management, LLC46,184$2.96M0.32%013F-HRTimeline
Avantax Planning Partners, Inc.46,159$2.96M0.08%+91613F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.46,085$2.95M0.01%new13F-HRTimelineGroup
Trek Financial, LLC46,021$2.95M0.16%-79013F-HRTimeline
Cogent Private Wealth, Inc.45,974$2.95M2.13%+8,77513F-HRTimeline
CENTAURUS FINANCIAL, INC.45,943$2.94M0.14%+8,39313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC45,874$2.94M0.92%-34013F-HRTimeline
PEOPLES BANK /OH45,708$2.93M1.8%-8,73913F-HRTimeline
STEVENS CAPITAL PARTNERS45,525$2.92M0.7%+10,85413F-HRTimeline
Midwestern Financial, LLC /IA45,407$2.91M2.29%-10,32213F-HRTimeline
SHP Wealth Management45,364$2.91M0.22%+2,56113F-HRTimeline
MAIRS & POWER INC45,237$2.9M0.03%+40,10813F-HRTimeline
KLCM Advisors, Inc.45,232$2.9M0.25%-34913F-HRTimeline
Upper Left Wealth Management, LLC45,176$2.89M1.71%+1,19013F-HRTimeline
Diversified Portfolios, Inc.45,170$2.89M0.24%-65313F-HRTimeline
JENNISON ASSOCIATES LLC45,124$2.89M<0.01%-31,15113F-HRTimeline
S.A. Mason LLC45,075$2.89M1.08%+19,50613F-HRTimeline
RCW Management, LLC45,026$2.89M2.96%+9,68813F-HRTimeline
Pathfinder Wealth Consulting, Inc.45,026$2.89M1.87%-15,33213F-HRTimeline
Note Advisors, LLC44,890$2.88M1.44%-1113F-HRTimeline
C2C Wealth Management, LLC44,861$2.87M2.43%-3013F-HRTimeline
Bison Wealth, LLC40,617$2.87M0.28%-1,31113F-HRTimeline
Fulton Bank, N.A.44,720$2.87M0.1%+1,31713F-HRTimeline
TICINO WEALTH40,856$2.85M0.99%-1,92113F-HRTimeline
Thrive Wealth Management, LLC44,451$2.85M0.42%-1,71613F-HRTimeline
Birchwood Financial Partners, Inc.44,393$2.84M2.74%+2,28313F-HRTimeline
Orcam Financial Group44,272$2.84M2.01%+3,13713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.44,004$2.82M1.76%-94213F-HRTimeline
Archer Investment Corp43,708$2.8M0.6%-12,02613F-HRTimeline
Benchmark Financial, LLC43,584$2.79M2.51%+3,51113F-HRTimeline
Holos Integrated Wealth LLC42,772$2.78M1.41%-40513F-HRTimeline
Strategic Financial Concepts, LLC42,878$2.78M0.68%new13F-HRTimeline
SPINNAKER TRUST43,206$2.77M0.15%-2,95013F-HRTimeline
May Hill Capital, LLC43,206$2.77M0.7%-84613F-HRTimeline
HORAN Wealth, LLC43,968$2.77M0.26%+21,98413F-HRTimeline
J. R. Prunier Capital Management LLC43,033$2.76M1.17%-3,87713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC42,958$2.75M<0.01%-2,25513F-HRTimelineGroup
GS Investments, Inc.42,900$2.75M1.57%013F-HRTimeline
Clear Retirement Advice LLC42,683$2.74M2.15%-27313F-HRTimeline
Basecamp Wealth Advisors LLC42,509$2.72M0.56%013F-HRTimeline
VestGen Investment Management42,410$2.72M1.5%-2,77313F-HRTimeline
Canal Capital Management, LLC42,271$2.71M0.37%-5,79813F-HRTimeline
Blom & Howell Financial Planning, Inc.42,021$2.69M2.64%-11,32113F-HRTimeline
Fortis Capital Advisors, LLC41,745$2.68M0.35%+12,46613F-HRTimeline
Gryphon Financial Partners LLC41,708$2.67M0.28%+4,74813F-HRTimeline
StoryOne LLC0$2.67M1.5%013F-HRTimelineAmount filed as zero, left out of ratios.
Retirement Investment Advisors, Inc.42,489$2.65M0.21%+82613F-HRTimeline
Greystone Financial Group, LLC41,375$2.65M0.75%-21,55313F-HRTimeline
Bahl & Gaynor LLC41,362$2.65M0.01%-45113F-HRTimeline
SeaCrest Wealth Management, LLC41,103$2.63M0.28%+2,42913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP41,059$2.63M<0.01%+1,93213F-HRTimelineGroup
Rothschild Capital Partners, LLC40,976$2.63M0.65%+2,17913F-HRTimeline
M3 Advisory Group, LLC40,819$2.62M1.61%+4313F-HRTimeline
Hurley Capital, LLC40,805$2.61M1.4%+6,07513F-HRTimeline
Comprehensive Money Management Services…40,804$2.61M1.72%+1,17513F-HRTimeline
IFC Advisors LLC40,800$2.61M0.37%+2,60013F-HRTimeline
Falcon Wealth Planning40,720$2.61M0.18%-2,65013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC40,613$2.6M1.36%013F-HRTimeline
Sequent Planning LLC40,580$2.6M0.63%+14,16413F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…40,509$2.6M1.53%+5,74613F-HRTimeline
MCDONALD PARTNERS LLC40,503$2.6M0.61%+23,31313F-HRTimeline
Curry Webb Wealth Management LLC40,481$2.59M1.23%+5013F-HRTimeline
Global Wealth Management Investment Adv…40,347$2.59M0.4%-2,19013F-HRTimeline
Allen Capital Group, LLC40,325$2.58M0.23%+40713F-HRTimeline
Capital Advisor Network LLC40,256$2.58M3.61%13F-HR/ATimeline
BEAM WEALTH ADVISORS, INC.40,249$2.58M0.64%new13F-HRTimeline
Bangor Savings Bank40,105$2.57M0.21%+60913F-HRTimeline
Sellwood Investment Partners LLC39,888$2.56M1.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC39,776$2.55M0.28%+1,59913F-HRTimeline
APPLETON PARTNERS INC/MA39,699$2.54M0.18%-85113F-HRTimeline
Solstein Capital, LLC39,695$2.54M1.04%+6913F-HRTimeline
Ironwood Investment Counsel, LLC39,675$2.54M0.37%+15313F-HRTimeline
LongView Wealth Management36,724$2.53M0.64%+36613F-HRTimeline
L.K. Benson & Company, P.C.39,411$2.53M0.83%+8,66513F-HRTimeline
Sherry Group, Inc.39,164$2.51M2.74%+4913F-HRTimeline
Family CFO Inc39,159$2.51M1.12%+34813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC39,125$2.51M0.11%+4,20313F-HRTimeline
Private Wealth Management Group, LLC38,982$2.5M0.66%-62813F-HRTimeline
Clientfirst Wealth Management, LLC38,974$2.5M2.11%+50013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC38,903$2.49M0.26%+3,97913F-HRTimelineGroup
Adirondack Capital Advisors, LLC38,820$2.49M1.6%+1,17813F-HRTimeline
Cyndeo Wealth Partners, LLC38,788$2.49M0.13%+5613F-HRTimeline
Blue Trust, Inc.38,724$2.48M0.03%-5,59913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.38,661$2.48M0.03%-11,03313F-HRTimelineGroup
VIEWPOINT INVESTMENT PARTNERS CORP38,461$2.46M1.14%013F-HRTimeline
Aquire Wealth Advisors, LLC38,375$2.46M0.65%-1,66113F-HRTimeline
DAVIDSON TRUST CO38,328$2.46M1.06%-5813F-HRTimeline
Kennebec Savings Bank38,198$2.45M2.2%-46713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.38,173$2.45M0.7%+8,63613F-HRTimeline
MCF Advisors LLC38,161$2.45M0.11%+1,89013F-HRTimeline
Talisman Wealth Advisors LLC38,153$2.44M1.97%+12,57213F-HRTimeline
Connecticut Capital Management Group, L…37,895$2.43M2.29%-2,44813F-HRTimeline
Sharp Wealth Advisory, LLC37,804$2.42M1.2%+2,44113F-HRTimeline
Downshift Financial, LLC35,788$2.42M1.25%+14,15113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC37,720$2.42M1.54%+3,41713F-HRTimeline
Generations Wealth, LLC37,622$2.41M2.34%+5,01813F-HRTimeline