Skip to content
Disclosery

VEA VANGUARD TAX-MANAGED FDS

Follow

SHS (fund)

2,977 managers (3,013 13F filers) reported a position in VEA shares at 2026-06-30, 2,406,764,594 shares in all. 165 filers opened a position and 81 filers sold out during the quarter.

Managers
2,977
13F filers
3,013
New
165
Added
1,478
Reduced
998
Sold out
81
Shares held by filers
2,406,764,594

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
NOVEM GROUP38,119$2.72M0.28%+8,50313F-HRTimeline
Comprehensive Money Management Services…38,109$2.72M1.71%-2,69513F-HRTimeline
Rossby Financial, LCC38,569$2.71M0.49%+15,71213F-HRTimeline
Kennebec Savings Bank37,852$2.7M2.16%-34613F-HRTimeline
Private Wealth Management Group, LLC37,789$2.69M0.62%-1,19313F-HRTimeline
Sharp Wealth Advisory, LLC37,655$2.68M1.24%-14913F-HRTimeline
Legacy Wealth Advisors, LLC37,590$2.68M1.16%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC37,511$2.67M0.1%+8713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC37,397$2.66M0.28%+2,65213F-HRTimeline
Phillip James Consulting Co.37,298$2.66M1.78%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…37,297$2.66M0.34%+35613F-HRTimeline
Simplicity Wealth,LLC37,275$2.66M0.09%-14,78813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC37,223$2.65M0.8%+15,07713F-HRTimelineGroup
MASECO LLP36,882$2.63M0.07%+3,94213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC36,696$2.61M0.33%+42813F-HRTimeline
William Howard & Co Financial Advisors …36,641$2.61M2.03%-8413F-HRTimeline
WATERSHED PRIVATE WEALTH LLC36,584$2.61M0.73%-9,29013F-HRTimeline
Dakota Wealth Management36,565$2.61M0.05%+1,29713F-HRTimeline
Capital Asset Managemnet, LLC36,361$2.59M5.83%-29,29813F-HRTimeline
Aquire Wealth Advisors, LLC36,214$2.58M0.59%-2,16113F-HRTimeline
Legacy Bridge, LLC36,195$2.58M0.8%+39913F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC36,069$2.57M1.19%+213F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC36,069$2.57M0.08%+55913F-HRTimeline
LongView Wealth Management35,879$2.56M0.66%-84513F-HRTimeline
Bell Bank35,846$2.55M0.1%-113F-HRTimeline
CMH Wealth Management LLC35,800$2.55M0.39%+1,50013F-HRTimeline
Financial Planning Hawaii, Inc.35,766$2.55M1.37%+1,45313F-HRTimeline
JMN Financial LLC35,722$2.55M1.98%+4013F-HRTimeline
Sage Capital Advisors,llc35,622$2.54M0.53%-1,11513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC35,615$2.54M0.05%+2,90213F-HRTimeline
Landmark Wealth Management, LLC35,597$2.54M0.61%+10813F-HRTimeline
FSM Wealth Advisors, LLC35,539$2.53M0.27%-44913F-HRTimeline
Platform Technology Partners35,536$2.53M0.41%+1,82813F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…35,500$2.53M1.39%-25,60013F-HR/ATimelineGroup
Kropog Financial Group, LLC35,344$2.52M1.77%+86513F-HRTimeline
WASHINGTON TRUST Co35,210$2.51M0.08%013F-HRTimeline
Tennessee Valley Asset Management Partn…35,045$2.5M0.28%+3,80213F-HRTimeline
Downshift Financial, LLC34,709$2.47M1.12%-1,07913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC34,574$2.46M0.25%-5,20213F-HRTimeline
Global Financial Private Client, LLC34,522$2.46M0.67%+12213F-HRTimeline
Eagle Bluffs Wealth Management LLC34,517$2.46M0.82%+24213F-HRTimeline
WINCAP FINANCIAL LLC34,486$2.46M1.33%-95413F-HRTimeline
SEVEN MILE ADVISORY34,460$2.46M1.65%+8,07013F-HRTimeline
Greystone Financial Group, LLC34,356$2.45M0.68%-7,01913F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…34,355$2.45M0.01%+19,11513F-HRTimelineGroup
Pacific Park Financial, Inc.34,297$2.44M1.42%-23,48713F-HRTimeline
IFG Advisory, LLC34,114$2.43M0.09%+32,75813F-HRTimeline
Fermata Advisors, LLC34,009$2.42M0.49%+1,08113F-HRTimeline
Larson Financial Group LLC33,877$2.41M0.06%+3,45513F-HRTimeline
Ethic Inc.33,756$2.41M0.03%+27,05113F-HRTimeline
Owl Creek Wealth Partners LLC33,733$2.4M0.7%+16413F-HRTimeline
FSA Advisors, Inc.33,757$2.4M1.1%new13F-HR/ATimeline
Bragg Financial Advisors, Inc33,691$2.4M0.06%-1,11613F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC33,681$2.4M1.17%+17713F-HRTimeline
INSIGHT 2811, INC.33,585$2.39M0.97%+2013F-HRTimeline
TWO SIGMA SECURITIES, LLC33,550$2.39M0.21%+17,72413F-HRTimeline
Capital Investment Advisors, LLC33,506$2.39M0.03%-99313F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…33,699$2.39M1.88%+1,60413F-HRTimeline
Blom & Howell Financial Planning, Inc.33,442$2.38M1.98%-8,57913F-HRTimeline
ENTREWEALTH, LLC32,952$2.38M0.88%+6,18713F-HRTimeline
Bigelow Investment Advisors, LLC33,290$2.37M0.86%-6713F-HRTimeline
Summa Corp.33,181$2.36M0.74%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…33,180$2.36M0.8%+9,70913F-HRTimeline
Orgel Wealth Management, LLC32,732$2.33M0.04%new13F-HRTimeline
Confluence Wealth Services, Inc.32,728$2.33M0.07%+4,52413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…32,561$2.32M0.07%+5,64613F-HRTimelineGroup
Milestone Asset Management Group, LLC32,540$2.32M1.17%-28013F-HRTimeline
Cranbrook Wealth Management, LLC32,421$2.31M0.43%-2,11213F-HRTimeline
Carl P. Sherr & Co., LLC32,392$2.31M0.97%+3,78713F-HRTimeline
Hardy Reed LLC32,326$2.3M0.15%-55613F-HRTimeline
Crestwood Advisors Group, LLC32,304$2.3M0.03%+38713F-HRTimeline
MONECO ADVISORS, LLC32,288$2.3M0.14%+3,67413F-HRTimeline
Atala Financial Inc32,190$2.29M1.4%+15,76613F-HRTimeline
Beacon Bridge Wealth Partners, LLC32,188$2.29M0.65%+5,27513F-HRTimeline
GAMMA Investing LLC32,146$2.29M0.09%+22313F-HRTimeline
Charis Legacy Partners, LLC32,101$2.29M2.81%-10913F-HRTimeline
Brand Asset Management Group, Inc.32,045$2.28M0.5%+7,43213F-HRTimeline
VestGen Investment Management32,024$2.28M1.21%-10,38613F-HRTimeline
Crewe Advisors LLC31,991$2.28M0.17%+22513F-HRTimeline
3 FACTOR INDEXING, LLC31,953$2.28M1.93%+3,30613F-HRTimeline
HighPoint Advisor Group LLC31,927$2.27M0.08%+1,05113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC31,814$2.27M<0.01%+1,55613F-HRTimelineGroup
OARSMAN CAPITAL, INC.31,765$2.26M0.24%-14313F-HRTimeline
Verdence Capital Advisors LLC31,595$2.25M0.12%+13113F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT31,459$2.24M0.91%+1,61013F-HRTimeline
Parsonex Advisory Services, Inc.31,403$2.24M1.95%-3,18513F-HRTimeline
MARQUETTE ASSOCIATES, INC.31,364$2.23M1.63%new13F-HRTimeline
Noble Wealth Partners LLC31,356$2.23M1.94%13F-HRTimeline
CX Institutional31,279$2.23M0.06%+2,51813F-HRTimeline
Exchange Bank31,223$2.22M1.38%+10,15213F-HRTimeline
Everhart Financial Group, Inc.31,199$2.22M0.14%+58113F-HRTimeline
Balanced Rock Investment Advisors LLC31,060$2.21M1.38%+11013F-HRTimeline
Aries Wealth Management31,000$2.21M0.43%013F-HRTimeline
Heritage Investment Group, Inc.30,999$2.21M0.3%-11713F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co31,630$2.2M0.42%new13F-HRTimeline
Arizona PSPRS Trust30,933$2.2M0.08%new13F-HR/ATimeline
RCS Financial Planning, LLC30,855$2.2M1.04%-1,87813F-HRTimeline
PECAUT & CO.30,802$2.19M0.67%+53513F-HRTimeline
Affinity Capital Advisors, LLC30,446$2.19M0.27%-5313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC30,650$2.18M0.21%-8,25313F-HRTimelineGroup
Lutz Financial Services LLC30,620$2.18M0.13%013F-HRTimeline
TruNorth Capital Management, LLC30,562$2.18M0.35%-6,78313F-HRTimeline
Outlook Wealth Advisors, LLC30,507$2.17M0.47%+13913F-HRTimeline
S&A Financial Services, Inc.30,222$2.15M1.31%+26313F-HRTimeline
Institute for Wealth Management, LLC.30,150$2.15M0.19%-7,11913F-HRTimeline
XML Financial, LLC30,054$2.14M0.16%+5,24013F-HRTimeline
Glenview Trust Co30,051$2.14M0.03%+8,61513F-HR/ATimeline
Five Oceans Advisors30,043$2.14M0.69%-37613F-HRTimeline
Independent Advisor Alliance30,020$2.14M0.05%-270,35713F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …30,000$2.14M0.22%-18,00013F-HRTimelineGroup
PEOPLES FINANCIAL SERVICES CORP.29,930$2.13M0.92%-71813F-HRTimeline
Breakwater Capital Group29,879$2.13M0.26%+16813F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC29,878$2.13M0.33%+55013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC29,877$2.13M0.57%+83013F-HRTimeline
Topor & Co. Korea29,771$2.12M1.67%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC29,602$2.11M0.08%+1,15013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV28,477$2.09M0.68%-2,39513F-HRTimeline
Sensible Money, LLC29,280$2.09M0.55%+4,69413F-HRTimeline
Wilson & Boucher Capital Management, LLC29,242$2.08M1.22%-79713F-HRTimeline
Parcion Private Wealth LLC29,186$2.08M0.12%-2713F-HRTimeline
McNaughton Wealth Management, LLC29,182$2.08M0.74%+4,06813F-HRTimeline
J.E. Simmons & Co., P.C.29,026$2.07M1.17%-32513F-HRTimeline
Capital Advisors, Ltd. LLC28,981$2.06M0.21%+62913F-HRTimeline
Global Assets Advisory, LLC29,240$2.06M0.45%+5,87213F-HRTimeline
Generations Wealth, LLC28,888$2.06M1.95%-8,73413F-HRTimeline
Sunburst Financial Group, LLC28,881$2.06M0.34%-37113F-HRTimeline
Krilogy Financial LLC28,871$2.06M0.06%-1,24813F-HRTimeline
Navigate Wealth Management, LLC29,423$2.05M1.27%+2,71913F-HRTimeline
VISTA INVESTMENT MANAGEMENT28,631$2.04M0.62%+89413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management28,554$2.03M0.06%-94113F-HRTimelineGroup
Sterling Financial Planning, Inc.28,535$2.03M0.55%-30913F-HRTimeline
Compass Wealth Management LLC28,518$2.03M0.38%+16,49613F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS29,570$2.03M0.56%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…28,361$2.02M0.27%013F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC28,295$2.02M0.64%+2,05113F-HRTimeline
Seven Bridges Advisors LLC28,245$2.01M0.97%13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC28,184$2.01M0.07%+2,18413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC28,170$2.01M0.05%+13913F-HRTimeline
Cohen Investment Advisors LLC28,114$2M0.9%+1,04013F-HRTimeline
Milestone Investment Advisors LLC28,114$2M0.43%-6513F-HRTimeline
Wick Capital Partners, LLC28,107$2M0.3%+7813F-HRTimeline
Naviter Wealth, LLC28,097$2M0.18%new13F-HRTimeline
Aureum Wealth Management, LLC28,043$2M1.24%-1,42413F-HRTimeline
Bernicke Wealth Management, Ltd.28,031$2M0.23%-1813F-HRTimeline
Total Clarity Wealth Management, Inc.28,021$2M0.39%-41313F-HRTimeline
ADIRONDACK TRUST CO27,975$1.99M0.59%+1,54613F-HRTimeline
Advus Financial Partners, LLC27,949$1.99M0.57%+55513F-HR/ATimeline
One Wealth Advisors, LLC27,912$1.99M0.22%-1,88513F-HRTimeline
Athena Investment Management27,896$1.99M1.18%+2,01813F-HRTimeline
WBH ADVISORY INC27,889$1.99M0.13%+3213F-HRTimeline
Summit Wealth Partners, LLC27,888$1.99M0.28%-2913F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…27,857$1.98M0.18%-4,89713F-HRTimelineGroup
QUANTIFY CHAOS ADVISORS, LLC27,764$1.98M5.57%+51313F-HRTimeline
Heirloom Wealth Management27,628$1.97M0.29%-4,53413F-HRTimeline
Hegarty Advisors, LLC27,595$1.97M1.35%+1,64013F-HRTimeline
TRB Wealth Management, LLC27,566$1.96M0.26%+1,66713F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…27,561$1.96M0.16%+1,12713F-HRTimeline
Busey Bank27,461$1.96M0.05%+6,76413F-HRTimeline
Axis Wealth Partners, LLC27,443$1.96M0.94%+1,89613F-HRTimeline
Continuum Advisory, LLC27,416$1.95M0.16%-1,15913F-HRTimeline
RAINIER FAMILY WEALTH INC27,391$1.95M1.11%013F-HRTimeline
Peak Asset Management, LLC27,346$1.95M0.29%+17,56413F-HRTimeline
Westmount Partners, LLC27,333$1.95M0.43%+8,85513F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.27,332$1.95M0.35%+81413F-HRTimeline
Peck Wealth Management, LLC27,229$1.94M1.63%+2313F-HRTimeline
TOWER BRIDGE ADVISORS27,108$1.93M0.17%013F-HRTimeline
Gridiron Partners, LLC27,048$1.93M1.01%+7313F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG30,000$1.92M0.03%013F-HRTimelineGroup
LAVELLE CAPITAL LP26,854$1.91M0.97%-3713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC26,843$1.91M0.13%+43713F-HRTimeline
Tufton Capital Management26,814$1.91M0.32%+4,83813F-HRTimeline
Meriwether Wealth & Planning, LLC26,805$1.91M0.95%+3,24913F-HRTimeline
PETRA FINANCIAL ADVISORS INC26,755$1.91M0.88%new13F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK26,715$1.9M0.88%+73013F-HRTimeline
Minot DeBlois Advisors LLC26,689$1.9M1.63%-8213F-HRTimeline
HALL LAURIE J TRUSTEE26,669$1.9M0.59%013F-HRTimeline
New Republic Capital, LLC26,419$1.88M0.43%+3713F-HRTimeline
Aprio Wealth Management, LLC26,336$1.88M0.09%-4,22013F-HRTimeline
GeoWealth Management, LLC26,335$1.88M0.06%-7,65513F-HRTimeline
Chico Wealth RIA26,229$1.87M0.97%-26913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC26,134$1.86M0.63%-1,02713F-HRTimeline
PENNINGTON PARTNERS & CO., LLC26,075$1.86M0.6%-34313F-HRTimeline
Sendero Wealth Management, LLC26,045$1.86M0.18%+1,02713F-HRTimeline
BAXTER BROS INC26,043$1.86M0.21%013F-HRTimeline
City State Bank25,910$1.85M0.42%+2,19813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …25,907$1.85M0.02%-39,97513F-HRTimelineGroup
BAKER BOYER NATIONAL BANK25,890$1.84M0.51%013F-HRTimeline
Vertrix Wealth Management, LLC25,696$1.83M0.62%+4,96013F-HRTimeline
WFA of San Diego, LLC24,895$1.83M1.5%+5,21313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC25,677$1.83M0.93%+2,33813F-HRTimeline
Smith Salley Wealth Management25,675$1.83M0.08%+3,12913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC25,658$1.83M0.09%-1,05913F-HRTimeline
Colony Family Offices, LLC25,618$1.83M0.4%-20013F-HRTimeline
Fingerlakes Wealth Management, Inc.25,600$1.82M0.98%+4,34413F-HRTimeline
Align Financial, LLC25,594$1.82M0.9%+54113F-HRTimeline
Destination Wealth Management25,554$1.82M0.04%-3,55613F-HRTimeline
Retirement Systems of Alabama25,369$1.81M0.01%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.25,951$1.8M0.21%-1,72613F-HRTimeline
PW ADVISORS, LLC \ FL25,134$1.79M1.2%+313F-HRTimeline
Silver Grove Financial Group, Inc.25,078$1.79M0.97%+1,41713F-HRTimeline