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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
Moloney Securities Asset Management, LLC24,671$1.25M0.17%-60713F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC24,658$1.25M0.33%+2,49113F-HRTimeline
Clear Harbor Asset Management, LLC24,651$1.25M0.1%+1,38113F-HRTimeline
Founders Financial Alliance, LLC24,552$1.25M0.3%+11,63113F-HRTimeline
IMA Advisory Services, Inc.24,548$1.25M0.15%+213F-HRTimeline
Flower City Capital24,417$1.24M0.81%013F-HRTimeline
MIdWestOne Financial Group, Inc.24,391$1.24M0.18%-5,31313F-HRTimeline
Brio Consultants, LLC24,375$1.24M0.19%+3,53613F-HR/ATimeline
SOUTH PLAINS FINANCIAL, INC.24,275$1.23M0.96%013F-HRTimeline
Lion Street Advisors, LLC24,271$1.23M0.39%-1,34213F-HRTimeline
Enterprise Bank & Trust Co24,264$1.23M0.48%-66813F-HRTimeline
Southland Equity Partners LLC24,242$1.23M0.29%+7213F-HRTimeline
Brookwood Investment Group LLC24,112$1.23M0.21%13F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.24,093$1.22M0.97%+21113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.24,077$1.22M0.36%-5,15013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.23,995$1.22M0.24%-24013F-HRTimeline
3Chopt Investment Partners, LLC23,918$1.22M0.32%+48113F-HRTimeline
Axis Wealth Partners, LLC23,878$1.21M0.9%-1,25813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC23,828$1.21M0.68%-1,50713F-HRTimeline
Capital Investment Advisors, LLC23,747$1.21M0.02%+3,29613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments23,734$1.21M0.09%-1,55413F-HRTimelineGroup
Cohen Investment Advisors LLC23,684$1.2M0.7%+2,30913F-HR/ATimeline
STEVENS CAPITAL PARTNERS23,677$1.2M0.57%-1,38713F-HRTimeline
Bridgewater Advisors Inc.22,671$1.2M0.1%-2,13513F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC23,518$1.2M0.75%+22,05513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.23,492$1.19M0.67%-38913F-HRTimeline
Optimist Retirement Group LLC23,482$1.19M0.6%-1,83913F-HRTimeline
Warren Street Wealth Advisors, LLC23,453$1.19M0.47%-15513F-HRTimeline
KCM INVESTMENT ADVISORS LLC23,449$1.19M0.04%+5913F-HRTimeline
ADVISORY RESEARCH INC23,344$1.19M0.21%+52713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …23,309$1.18M0.07%013F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC23,286$1.18M0.45%-75713F-HRTimeline
Marshall Financial Group, LLC23,184$1.18M0.26%-48113F-HRTimeline
CHAPIN DAVIS, INC.23,101$1.17M0.4%-96313F-HRTimeline
CX Institutional23,104$1.17M0.04%-18,66313F-HRTimeline
Clearstead Trust, LLC23,087$1.17M0.26%+1,59113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC23,068$1.17M0.49%+5,99413F-HRTimeline
Westmount Partners, LLC23,051$1.17M0.36%-9413F-HRTimeline
Peak Financial Management, Inc.22,926$1.17M0.35%-8513F-HRTimeline
Financial Strategies Group, Inc.23,133$1.16M0.28%013F-HRTimeline
Wealth Advisory Solutions, LLC22,863$1.16M0.31%+34613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC22,760$1.16M0.04%+19,20013F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.22,680$1.15M0.16%+513F-HRTimeline
Legacy Trust22,674$1.15M0.28%+3,57813F-HRTimeline
Wealth Group, Ltd.22,656$1.15M0.75%+1,97413F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC22,524$1.14M0.07%013F-HRTimeline
Forthright Family Wealth Advisory LLC22,473$1.14M0.75%-4,69013F-HRTimeline
Canvas Wealth Advisors, LLC22,135$1.14M0.29%+66613F-HRTimeline
Curated Wealth Partners LLC22,342$1.14M0.15%-13,45813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC22,335$1.14M0.12%-2,57513F-HRTimeline
Graypoint LLC22,281$1.13M0.07%-1213F-HRTimeline
Proficio Capital Partners LLC22,163$1.13M0.09%-52213F-HRTimeline
Biltmore Family Office, LLC22,082$1.12M0.19%+1,64813F-HRTimeline
AMI INVESTMENT MANAGEMENT INC21,918$1.11M0.36%-3713F-HRTimeline
Cannon Financial Strategists, Inc.21,812$1.11M0.19%+1,56113F-HRTimeline
OPTIMA CAPITAL LLC21,777$1.11M0.71%+3,74813F-HRTimeline
Palisade Asset Management, LLC21,718$1.1M0.11%+52813F-HRTimeline
Adero Partners, LLC21,709$1.1M0.07%+2813F-HRTimeline
Smith Anglin Financial, LLC21,669$1.1M0.12%+4,64813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC21,644$1.1M0.43%013F-HRTimeline
DEARBORN PARTNERS LLC21,617$1.1M0.05%+6,21413F-HRTimeline
City State Bank21,542$1.09M0.36%+2,59513F-HRTimeline
Wilson & Boucher Capital Management, LLC21,519$1.09M0.81%+1,30313F-HRTimeline
River Street Advisors LLC21,499$1.09M0.54%+10,95513F-HRTimeline
Milestone Investment Advisors LLC21,417$1.09M0.3%+1,11213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC21,214$1.08M0.2%+16,94113F-HRTimeline
WealthTrak Capital Management LLC21,214$1.08M0.93%-94713F-HRTimeline
Pallas Capital Advisors LLC21,213$1.08M0.04%+4113F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK21,150$1.08M0.61%-12,75113F-HRTimeline
Heritage Financial Services, LLC21,139$1.07M0.11%+49213F-HRTimeline
PECAUT & CO.21,121$1.07M0.37%+15713F-HRTimeline
SAPIENT CAPITAL LLC21,121$1.07M0.02%+2813F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC20,994$1.07M0.26%-1,00513F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.20,984$1.07M0.04%+14,29613F-HRTimeline
Blue Trust, Inc.20,924$1.06M0.01%-16,82813F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/20,915$1.06M0.07%-213F-HRTimeline
MA Private Wealth20,903$1.06M0.2%-1,59313F-HRTimeline
Olde Wealth Management, LLC20,871$1.06M0.37%+29413F-HRTimeline
Sensible Money, LLC20,849$1.06M0.45%+7313F-HRTimeline
Cable Hill Partners, LLC20,042$1.06M0.1%-6713F-HRTimeline
Continuum Advisory, LLC20,730$1.05M0.14%-9,57913F-HRTimeline
Golden Bell Financial Planning LLC20,708$1.05M1.02%+2713F-HRTimeline
Greenline Partners, LLC20,601$1.05M0.16%+18,28113F-HRTimeline
Essential Planning, LLC.20,531$1.04M0.42%-486,41313F-HRTimeline
Center for Financial Planning, Inc.20,527$1.04M0.13%+2,55213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC20,511$1.04M0.39%-9,18813F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC20,465$1.04M0.7%-9613F-HRTimeline
Investment Advisory Group, LLC20,437$1.04M0.35%+6,06013F-HRTimeline
Glass Jacobson Investment Advisors llc21,574$1.03M0.34%013F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC20,275$1.03M0.14%013F-HRTimeline
Wealthquest Corp20,245$1.03M0.09%+62013F-HR/ATimeline
GWN SECURITIES INC.20,220$1.03M0.06%new13F-HRTimeline
McClarren Financial Advisors, Inc.13,768$1.03M0.68%new13F-HRTimeline
WealthShield Partners, LLC20,168$1.03M0.13%+3,36013F-HRTimeline
TruNorth Capital Management, LLC20,139$1.02M0.25%013F-HRTimeline
Dakota Wealth Management20,065$1.02M0.02%+29513F-HRTimeline
Sharp Wealth Advisory, LLC20,000$1.02M0.78%-2,67313F-HRTimeline
Capital Advisors, Ltd. LLC19,928$1.01M0.13%-79313F-HRTimeline
Taylor & Morgan Wealth Management, LLC19,917$1.01M0.76%+44013F-HRTimeline
Capital Management Associates, Inc19,908$1.01M0.23%+12,26413F-HRTimeline
Breakwater Investment Management19,899$1.01M0.43%+48613F-HRTimeline
Fee-Only Financial Planning, L.C.19,819$1.01M0.69%-46213F-HRTimeline
Probity Advisors, Inc.19,772$1M0.19%-4913F-HRTimeline
CFO4Life Group, LLC19,765$1M0.17%-2,11513F-HRTimeline
WPG Advisers, LLC19,705$1M0.93%-8,06513F-HRTimeline
Cromwell Holdings LLC19,700$1M0.64%-23,22213F-HRTimeline
Plan A Wealth LLC19,586$996K0.77%-5,04413F-HRTimeline
FIDELITY D & D BANCORP INC19,584$995K0.66%013F-HRTimeline
Halter Ferguson Financial Inc.19,487$991K0.54%-37713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC19,397$986K0.08%+3,19013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES19,395$986K0.38%new13F-HRTimeline
Keystone Financial Group19,378$985K0.1%-43513F-HRTimeline
InTrack Investment Management Inc19,343$983K0.89%-5,64713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE19,337$983K0.18%13F-HRTimeline
Smith Salley Wealth Management19,328$982K0.06%-20713F-HRTimeline
Beaumont Financial Advisors, LLC19,328$982K0.08%-3,85813F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…19,311$982K0.11%+57013F-HRTimeline
MontVue Capital Management, Inc.19,304$981K0.79%-85913F-HRTimeline
Hardin Capital Partners, LLC19,292$981K0.6%+1,28513F-HRTimeline
McNaughton Wealth Management, LLC19,290$981K0.48%-109,15313F-HRTimeline
PFC CAPITAL GROUP, INC.19,266$979K0.49%new13F-HRTimeline
Wealthstream Advisors, Inc.19,205$976K0.18%+4613F-HRTimeline
Golden State Wealth Management, LLC19,177$975K0.14%-3,93413F-HR/ATimeline
Twelve Points Wealth Management LLC19,152$973K0.26%+10,93713F-HRTimeline
L.M. KOHN & COMPANY19,104$971K0.25%-6,42213F-HRTimeline
Dentgroup LLC19,088$970K0.73%-2513F-HRTimeline
Capital Investment Advisory Services, L…18,987$965K0.09%-5,56813F-HRTimeline
Bell Investment Advisors, Inc18,892$960K0.18%-1,12113F-HRTimeline
Maridea Wealth Management LLC18,828$957K0.31%+6,22813F-HRTimeline
MBE Wealth Management, LLC18,810$956K0.46%-10,03913F-HRTimeline
BIP Wealth, LLC18,748$953K0.06%+1,36413F-HRTimeline
Freedom Financial Partners LLC18,671$949K0.44%-2,76713F-HRTimeline
WCG Wealth Advisors LLC18,648$948K0.07%-5,16313F-HR/ATimeline
WP Advisors, LLC18,630$947K0.32%+3513F-HRTimeline
Outlook Wealth Advisors, LLC18,574$944K0.26%-9413F-HRTimeline
Capital Advisors Wealth Management, LLC18,537$942K0.17%+1,81513F-HRTimeline
Mainsail Financial Group, LLC18,509$941K0.53%+2,24113F-HRTimeline
LexAurum Advisors, LLC18,446$938K0.18%+74313F-HRTimeline
Wrenne Financial Planning LLC18,332$932K0.5%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…18,549$931K0.38%013F-HRTimeline
Black Cypress Capital Management, LLC18,265$928K0.85%-2,99613F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC18,256$928K0.35%+15813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC19,271$927K0.2%+3,83813F-HRTimeline
Laurel Wealth Advisors LLC18,217$926K0.14%+19813F-HRTimeline
Ledyard National Bank18,189$925K0.09%+2,66213F-HRTimeline
Idaho Trust Co18,170$924K0.38%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC18,144$922K1.23%+2,06813F-HRTimeline
Geometric Wealth Advisors18,104$920K0.16%+55913F-HRTimeline
WOODSTOCK CORP18,080$919K0.09%+15013F-HRTimeline
Williams Jones Wealth Management, LLC.18,074$919K0.01%+3,37813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC18,013$916K0.17%+38613F-HRTimeline
Raleigh Capital Management Inc.18,004$915K0.41%+42013F-HRTimeline
Callan Capital, LLC17,936$912K0.07%+713F-HRTimeline
True North Advisors, LLC17,887$909K0.16%+4,63413F-HRTimeline
Busey Bank17,855$908K0.03%-4,64113F-HRTimeline
Pillar Financial Advisors, LLC17,840$907K0.68%+1,15013F-HRTimeline
Tepp RIA, LLC17,802$905K1.23%-6,54213F-HRTimeline
Integrated Capital Management, LLC17,789$904K0.5%-20,08213F-HRTimeline
New England Private Wealth Advisors LLC17,610$895K0.14%+1,05913F-HRTimeline
Destiny Wealth Partners, LLC17,567$893K0.14%+2,03513F-HRTimeline
Birchcreek Wealth Management, LLC17,402$885K0.56%-3313F-HRTimeline
Elm Partners Management LLC17,392$884K0.05%+4,99013F-HR/ATimeline
Atala Financial Inc17,371$884K0.64%-66713F-HRTimeline
CENTAURUS FINANCIAL, INC.17,377$883K0.05%-43013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC17,350$882K0.11%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…17,271$878K0.08%-3,33613F-HRTimelineGroup
Financial Perspectives, Inc17,197$874K0.3%+17013F-HRTimeline
DKM Wealth Management, Inc.17,170$873K0.85%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC17,167$873K0.77%-24813F-HRTimeline
Planned Solutions, Inc.17,153$872K0.36%-2013F-HRTimeline
Forefront Wealth Partners, LLC17,141$871K0.59%+12,12413F-HRTimeline
Stordahl Capital Management, Inc.17,004$864K0.2%-46413F-HRTimeline
First County Bank /CT/16,952$862K0.48%+3,86313F-HRTimeline
PACIFIC FINANCIAL GROUP INC16,940$861K0.69%+6513F-HRTimeline
FAS Wealth Partners, Inc.16,826$855K0.07%-3513F-HRTimeline
Pinnacle Bancorp, Inc.16,806$854K0.28%-6013F-HRTimeline
CRUX WEALTH ADVISORS16,797$854K0.44%-3,56013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC16,774$853K0.03%new13F-HRTimeline
TCV Trust & Wealth Management, Inc.16,736$851K0.08%-5,23813F-HRTimeline
Venturi Wealth Management, LLC16,702$849K0.04%+1,17113F-HRTimeline
Glenview Trust Co16,695$849K0.02%+8,24513F-HR/ATimeline
New Republic Capital, LLC16,587$843K0.37%-3,26913F-HRTimeline
O'Dell Group, LLC16,535$840K0.22%+18913F-HRTimeline
Coppell Advisory Solutions LLC15,873$840K0.12%+1,61913F-HRTimeline
Key Financial Inc16,515$839K0.18%+49313F-HRTimeline
SCOTIA CAPITAL INC.16,493$838K<0.01%+70613F-HRTimeline
Medallion Wealth Advisors, LLC16,429$837K0.38%+81813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC16,452$836K0.11%-2,79313F-HRTimeline
Miller Investment Management, LP16,342$831K0.09%-19013F-HRTimeline
Bath Savings Trust Co16,329$830K0.09%-4,56513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC16,319$829K0.04%-1,01113F-HRTimeline
NorthCrest Asset Manangement, LLC16,272$827K0.02%-13113F-HRTimeline
Friedenthal Financial16,250$826K0.49%+3,38413F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV16,168$822K0.12%-1,32013F-HRTimeline
ELEVATUS WELATH MANAGEMENT16,168$822K0.47%013F-HRTimeline
Richard W. Paul & Associates, LLC16,129$820K0.32%-69013F-HRTimeline
Allie Family Office LLC16,050$816K0.45%013F-HRTimeline
Cannell & Spears LLC16,050$816K0.02%-4,60513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…15,790$816K0.01%+82613F-HRTimeline
Bay Capital Advisors, LLC16,042$815K0.68%-82613F-HRTimeline