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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
IMA Advisory Services, Inc.24,546$1.17M0.14%new13F-HRTimeline
Flower City Capital24,417$1.17M0.71%-13113F-HRTimeline
Tepp RIA, LLC24,344$1.16M1.72%13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.24,275$1.16M0.89%13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.24,235$1.16M0.23%+1213F-HRTimeline
Cordgrass Capital Advisors, LLC24,206$1.16M0.34%-25613F-HRTimeline
Southland Equity Partners LLC24,170$1.16M0.27%-28,01613F-HRTimeline
FIRST AMERICAN BANK24,150$1.15M0.08%-4,29213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC24,043$1.15M0.44%-14213F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.23,882$1.14M0.9%+30013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.23,881$1.14M0.65%-9213F-HRTimeline
Arkadios Wealth Advisors23,859$1.14M0.06%+67313F-HRTimeline
PCA Investment Advisory Services Inc.23,857$1.14M0.53%-32013F-HRTimeline
Triad Wealth Partners, LLC23,827$1.14M0.41%new13F-HRTimeline
WCG Wealth Advisors LLC23,811$1.14M0.08%-43713F-HRTimeline
Marshall Financial Group, LLC23,665$1.13M0.27%+55013F-HRTimeline
INSIGHT 2811, INC.23,649$1.13M0.58%+3,06113F-HRTimeline
Warren Street Wealth Advisors, LLC23,608$1.13M0.46%+6,50513F-HRTimeline
Paragon Capital Management Ltd23,597$1.13M0.23%-1,07113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC23,589$1.13M<0.01%-6,49713F-HRTimelineGroup
3Chopt Investment Partners, LLC23,437$1.12M0.38%-9513F-HRTimeline
KCM INVESTMENT ADVISORS LLC23,390$1.12M0.04%+49713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …23,309$1.11M0.06%013F-HRTimelineGroup
Clear Harbor Asset Management, LLC23,270$1.11M0.09%+11,86313F-HRTimeline
Beaumont Financial Advisors, LLC23,186$1.11M0.08%-2,78513F-HRTimeline
Westmount Partners, LLC23,145$1.11M0.34%-1,82913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC23,126$1.11M0.05%-1,84813F-HRTimeline
Golden State Wealth Management, LLC23,111$1.11M0.17%13F-HRTimeline
Peak Financial Management, Inc.23,011$1.1M0.33%-2,32513F-HRTimeline
Financial Strategies Group, Inc.23,133$1.1M0.26%+59413F-HRTimeline
Braun-Bostich & Associates Inc.22,954$1.1M0.79%+52013F-HRTimeline
ADVISORY RESEARCH INC22,817$1.09M0.18%013F-HRTimeline
Quadrant Private Wealth Management, LLC22,711$1.09M0.27%+2,61113F-HRTimeline
Proficio Capital Partners LLC22,685$1.08M0.09%+15,68513F-HR/ATimeline
HOWARD FINANCIAL SERVICES, LTD.22,675$1.08M0.15%new13F-HRTimeline
Sharp Wealth Advisory, LLC22,673$1.08M0.82%-2,11013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC22,524$1.08M0.06%-1,26513F-HRTimeline
Wealth Advisory Solutions, LLC22,517$1.08M0.3%-1,44313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…22,497$1.08M0.25%+8213F-HRTimeline
Busey Bank22,496$1.08M0.04%-5813F-HRTimeline
MA Private Wealth22,496$1.08M0.2%-26413F-HRTimeline
Sugarloaf Wealth Management, LLC22,355$1.07M0.2%-1,63513F-HRTimeline
PFG Investments, LLC22,345$1.07M0.07%+5,14113F-HRTimeline
Graypoint LLC22,293$1.07M0.06%+60613F-HRTimeline
BIRCH FINANCIAL GROUP, LLC22,273$1.07M1.2%13F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC22,167$1.06M0.27%+33213F-HRTimeline
WealthTrak Capital Management LLC22,161$1.06M0.9%13F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC21,999$1.05M0.25%013F-HR/ATimeline
TCV Trust & Wealth Management, Inc.21,974$1.05M0.1%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …21,963$1.05M0.02%+9,48413F-HRTimelineGroup
AMI INVESTMENT MANAGEMENT INC21,955$1.05M0.34%-17013F-HRTimeline
CFO4Life Group, LLC21,880$1.05M0.18%-5,88613F-HRTimeline
VILLERE ST DENIS J & CO LLC21,767$1.04M0.09%013F-HRTimeline
Adero Partners, LLC21,681$1.04M0.07%-3913F-HRTimeline
Elios Financial Group Inc.21,649$1.04M0.49%+8913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC21,644$1.04M0.4%+13,36913F-HRTimeline
Glass Jacobson Investment Advisors llc21,574$1.03M0.34%+8613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LOGAN CAPITAL MANAGEMENT INC21,501$1.03M0.04%+18,38513F-HRTimeline
Clearstead Trust, LLC21,496$1.03M0.22%+1,43313F-HRTimeline
Canvas Wealth Advisors, LLC21,469$1.03M0.26%+3,17513F-HRTimeline
Freedom Financial Partners LLC21,438$1.03M0.49%13F-HRTimeline
McIlrath & Eck, LLC21,391$1.02M0.13%+15,64613F-HRTimeline
Cohen Investment Advisors LLC21,375$1.02M0.62%+1,66613F-HRTimeline
Pinion Investment Advisors, LLC21,278$1.02M0.4%-1,58813F-HRTimeline
Black Cypress Capital Management, LLC21,261$1.02M0.88%-2,49513F-HRTimeline
Palisade Asset Management, LLC21,190$1.01M0.1%013F-HRTimeline
Pallas Capital Advisors LLC21,172$1.01M0.04%-26213F-HRTimeline
SAPIENT CAPITAL LLC21,093$1.01M0.02%+6,82713F-HRTimeline
Strategic Blueprint, LLC20,965$1M0.06%+1,55113F-HRTimeline
PECAUT & CO.20,964$1M0.35%+1,78113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…20,921$1M0.01%+5,82513F-HRTimelineGroup
ROFFMAN MILLER ASSOCIATES INC /PA/20,917$1M0.06%+65713F-HRTimeline
TFB Advisors LLC20,917$1M0.29%+3,25813F-HRTimeline
Bath Savings Trust Co20,894$999K0.1%-1,27513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC20,883$999K0.02%-3,92813F-HRTimeline
Brio Consultants, LLC20,839$997K0.16%+5,78413F-HRTimeline
Sensible Money, LLC20,776$994K0.44%-13513F-HRTimeline
INSPIRE TRUST CO, N.A.20,760$993K0.25%013F-HRTimeline
Capital Advisors, Ltd. LLC20,721$991K0.12%-2,60613F-HRTimeline
Wealth Group, Ltd.20,682$989K0.64%+1,68113F-HRTimeline
Golden Bell Financial Planning LLC20,681$989K0.99%13F-HRTimeline
Cannell & Spears LLC20,655$988K0.02%+4,60513F-HRTimeline
Heritage Financial Services, LLC20,647$987K0.13%+4,31413F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…20,607$985K0.08%+72113F-HRTimelineGroup
DEFINED WEALTH MANAGEMENT, LLC20,561$983K0.65%+1,16113F-HRTimeline
Olde Wealth Management, LLC20,577$983K0.35%+1,18013F-HRTimeline
Capital Investment Advisors, LLC20,451$978K0.02%+5,51113F-HRTimeline
Biltmore Family Office, LLC20,434$977K0.16%013F-HRTimeline
CRUX WEALTH ADVISORS20,357$973K0.54%13F-HRTimeline
Milestone Investment Advisors LLC20,305$971K0.26%-61013F-HRTimeline
Fee-Only Financial Planning, L.C.20,281$970K0.63%013F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC20,275$970K0.14%013F-HRTimeline
Cannon Financial Strategists, Inc.20,251$968K0.17%+57613F-HRTimeline
GAMMA Investing LLC20,230$967K0.08%+3,70213F-HRTimeline
Wilson & Boucher Capital Management, LLC20,216$967K0.68%+2,60913F-HRTimeline
Conrad Siegel Investment Advisors, Inc.20,187$965K0.26%+12513F-HRTimeline
MontVue Capital Management, Inc.20,163$964K0.74%013F-HRTimeline
HTLF Bank20,144$963K0.11%+79913F-HRTimeline
TruNorth Capital Management, LLC20,139$963K0.26%013F-HRTimeline
Cable Hill Partners, LLC20,109$962K0.1%+9,60213F-HRTimeline
Bell Investment Advisors, Inc20,013$957K0.18%+3,59713F-HRTimeline
Parkworth Wealth Management, Inc.19,946$954K0.79%13F-HRTimeline
Halter Ferguson Financial Inc.19,864$950K0.4%-6,06213F-HRTimeline
New Republic Capital, LLC19,856$950K0.62%-58,18313F-HRTimeline
Probity Advisors, Inc.19,821$948K0.18%-4113F-HRTimeline
Keystone Financial Group19,813$947K0.09%+39513F-HRTimeline
Dakota Wealth Management19,770$945K0.02%-45913F-HRTimeline
Wealthquest Corp19,625$938K0.08%-1,13713F-HRTimeline
FIDELITY D & D BANCORP INC19,584$937K0.62%+1,15013F-HR/ATimeline
Smith Salley Wealth Management19,535$934K0.06%-1,46513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC18,098$932K0.34%13F-HRTimeline
Taylor & Morgan Wealth Management, LLC19,477$931K0.65%-99613F-HRTimeline
Breakwater Investment Management19,413$928K0.39%-75613F-HR/ATimeline
Institute for Wealth Management, LLC.19,389$927K0.12%-1,49213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC19,245$920K0.12%-85313F-HRTimeline
Sanctuary Wealth Management, L.L.C.19,233$920K0.61%-1,58713F-HRTimeline
Wealthstream Advisors, Inc.19,159$916K0.17%+14413F-HRTimeline
Dentgroup LLC19,113$914K0.7%-4413F-HRTimeline
Legacy Trust19,096$913K0.21%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC19,077$912K0.81%13F-HRTimeline
EIGHT 31 FINANCIAL, LLC19,022$910K0.68%+2613F-HRTimeline
City State Bank18,947$906K0.32%-1,32013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,931$905K0.04%-3,35113F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC18,909$904K0.98%13F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…18,741$896K0.09%-5013F-HRTimeline
Astoria Portfolio Advisors LLC.18,822$896K0.32%+10,76113F-HRTimeline
FSA Advisors, Inc.18,686$894K1.09%-75,18313F-HRTimeline
Outlook Wealth Advisors, LLC18,668$893K0.26%-8613F-HRTimeline
Advisor Resource Council18,602$890K0.64%+9,47713F-HRTimeline
WP Advisors, LLC18,595$889K0.3%-1,10513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…18,549$887K0.35%013F-HRTimeline
RAM Investment Partners, LLC18,547$887K0.22%+4,19913F-HRTimeline
Wrenne Financial Planning LLC18,332$877K0.5%-25013F-HRTimeline
Kades & Cheifetz LLC18,253$873K0.45%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.18,211$871K0.28%+64713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd18,126$867K0.07%new13F-HRTimelineGroup
Atala Financial Inc18,038$863K0.61%13F-HRTimeline
OPTIMA CAPITAL LLC18,029$862K0.59%13F-HRTimeline
Laurel Wealth Advisors LLC18,019$862K0.13%013F-HRTimeline
Hardin Capital Partners, LLC18,007$861K0.52%+1813F-HRTimeline
Center for Financial Planning, Inc.17,975$860K0.11%-21713F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV17,964$859K0.05%13F-HR/ATimeline
Accurate Wealth Management, LLC18,050$858K0.16%-15913F-HRTimeline
WOODSTOCK CORP17,930$857K0.08%013F-HRTimeline
Callan Capital, LLC17,929$857K0.06%+2013F-HRTimeline
Fragasso Financial Advisors Inc17,818$852K0.07%+76713F-HRTimeline
CENTAURUS FINANCIAL, INC.17,807$852K0.05%+2,98013F-HRTimeline
NOVEM GROUP17,727$848K0.13%13F-HRTimeline
LexAurum Advisors, LLC17,703$847K0.17%+12,91613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC17,627$843K0.16%+90913F-HRTimeline
Bluespring Wealth Management, LLC17,592$841K0.09%-4,70513F-HRTimeline
Raleigh Capital Management Inc.17,584$841K0.32%-18213F-HRTimeline
Geometric Wealth Advisors17,545$839K0.15%+2,31013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV17,488$836K0.11%-7013F-HRTimeline
Stordahl Capital Management, Inc.17,468$835K0.2%-83313F-HRTimeline
Birchcreek Wealth Management, LLC17,435$834K0.52%+5713F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC17,415$833K0.74%-1,53613F-HRTimeline
BIP Wealth, LLC17,384$831K0.06%+4,84113F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC17,350$830K0.11%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC17,330$829K0.04%-2,59313F-HRTimeline
Planned Solutions, Inc.17,173$821K0.34%-185,20813F-HRTimeline
DKM Wealth Management, Inc.17,170$821K0.78%13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC17,074$816K0.32%+6,47813F-HRTimeline
Cook Wealth, LLC16,374$814K0.38%+2,53613F-HRTimeline
Financial Perspectives, Inc17,027$814K0.27%+1,47313F-HRTimeline
Smith Anglin Financial, LLC17,021$814K0.08%+4,55413F-HRTimeline
PACIFIC FINANCIAL GROUP INC16,875$807K0.6%+74013F-HRTimeline
Bay Capital Advisors, LLC16,868$807K0.65%13F-HRTimeline
Pinnacle Bancorp, Inc.16,866$807K0.26%+3,07013F-HRTimeline
FAS Wealth Partners, Inc.16,861$806K0.07%-3,08613F-HRTimeline
Richard W. Paul & Associates, LLC16,819$804K0.29%+54613F-HRTimeline
WealthShield Partners, LLC16,808$804K0.11%+1,84513F-HRTimeline
Carrera Capital Advisors16,762$802K0.19%+5,64413F-HRTimeline
Next Capital Management LLC16,729$800K0.33%+4,23513F-HRTimeline
Capital Advisors Wealth Management, LLC16,722$800K0.14%+41313F-HRTimeline
Foster Victor Wealth Advisors, LLC16,464$800K0.06%+73213F-HRTimeline
Pillar Financial Advisors, LLC16,690$798K0.61%13F-HRTimeline
New England Private Wealth Advisors LLC16,551$791K0.13%+8,07413F-HRTimeline
Miller Investment Management, LP16,532$791K0.09%013F-HRTimeline
Heck Capital Advisors, LLC16,444$786K0.09%+1,43913F-HR/ATimeline
NorthCrest Asset Manangement, LLC16,403$784K0.02%+30513F-HR/ATimeline
Modern Wealth Management, LLC16,351$782K0.03%+4,94213F-HR/ATimeline
O'Dell Group, LLC16,346$782K0.18%+21613F-HRTimeline
Aspire Capital Advisors LLC16,278$778K0.22%-39513F-HRTimeline
Mainsail Financial Group, LLC16,268$778K0.45%+12013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC16,207$775K0.06%-43913F-HRTimeline
ELEVATUS WELATH MANAGEMENT16,168$773K0.26%-25413F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC16,076$769K0.99%+23713F-HRTimeline
Allie Family Office LLC16,050$768K0.43%013F-HRTimeline
Key Financial Inc16,022$766K0.17%+1,27413F-HRTimeline
Peterson Wealth Advisors, LLC15,914$764K0.14%+19313F-HRTimeline
J2 Capital Management Inc15,951$763K0.72%13F-HRTimeline
Wick Capital Partners, LLC15,946$763K0.22%+24113F-HR/ATimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…15,935$762K<0.01%new13F-HRTimelineGroup
Serenus Wealth Advisors, LLC15,902$760K0.13%13F-HRTimeline
North Star Investment Management Corp.15,897$760K0.05%+13613F-HRTimeline
Glassman Wealth Services15,860$758K0.13%+84813F-HRTimeline
BCWM, LLC15,856$758K0.27%13F-HRTimeline
Medallion Wealth Advisors, LLC15,611$756K0.37%13F-HRTimeline
SCOTIA CAPITAL INC.15,787$755K<0.01%-7,53913F-HRTimeline