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Disclosery

VEA VANGUARD TAX-MANAGED FDS

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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
IMA Advisory Services, Inc.25,047$1.43M0.15%+49913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding25,029$1.43M+31Timeline
VICTORY FINANCIAL GROUP, LLC24,970$1.42M0.23%-2,12213F-HRTimeline
Halter Ferguson Financial Inc.24,793$1.41M0.52%+5,30613F-HRTimeline
NOVEM GROUP24,634$1.4M0.18%-135,53813F-HRTimeline
Williams Jones Wealth Management, LLC.24,624$1.4M0.02%+6,55013F-HRTimeline
Moloney Securities Asset Management, LLC24,549$1.4M0.17%-12213F-HRTimeline
Clear Harbor Asset Management, LLC24,514$1.4M0.11%-13713F-HRTimeline
Flower City Capital24,417$1.39M0.82%013F-HRTimeline
SAPIENT CAPITAL LLC24,411$1.39M0.02%+3,29013F-HRTimeline
MIdWestOne Financial Group, Inc.24,391$1.39M0.18%013F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.24,378$1.39M0.26%-1,04313F-HRTimeline
Cohen Investment Advisors LLC24,377$1.39M0.73%+69313F-HRTimeline
Founders Financial Alliance, LLC24,364$1.39M0.32%-18813F-HRTimeline
Midwest Capital Advisors, LLC24,355$1.39M0.73%-1,48013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.24,275$1.38M0.97%013F-HRTimeline
Prosperity Planning, Inc.24,238$1.38M0.4%-1,26513F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.24,197$1.38M0.38%+12013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC24,164$1.38M0.41%+87813F-HRTimeline
Antonelli Financial Advisors, LLC23,981$1.37M0.99%-1,42313F-HRTimeline
ADVISORY RESEARCH INC23,938$1.36M0.21%+59413F-HRTimeline
Enterprise Bank & Trust Co23,933$1.36M0.51%-33113F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC23,828$1.36M0.7%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …23,819$1.36M0.08%+51013F-HRTimelineGroup
FIDELITY D & D BANCORP INC23,805$1.36M0.83%+4,22113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …23,802$1.36M0.19%-46,77013F-HRTimeline
Milestone Investment Advisors LLC23,792$1.36M0.35%+2,37513F-HRTimeline
FIRST AMERICAN BANK23,784$1.36M0.09%-1,07213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC23,780$1.36M0.17%+11,83413F-HRTimeline
Optimist Retirement Group LLC23,770$1.36M0.65%+28813F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC23,744$1.35M0.9%-2,52313F-HRTimeline
Tennessee Valley Asset Management Partn…23,707$1.35M0.34%-2,28413F-HRTimeline
Capital Investment Advisors, LLC23,687$1.35M0.02%-6013F-HR/ATimeline
CX Institutional23,679$1.35M0.05%+57513F-HR/ATimeline
CHAPIN DAVIS, INC.23,633$1.35M0.37%+53213F-HRTimeline
Harding Loevner LP23,578$1.34M0.01%-2,57913F-HRTimeline
FORTE CAPITAL LLC /ADV23,485$1.34M0.14%-5,28913F-HRTimeline
Mission Creek Capital Partners, Inc.23,417$1.33M0.3%-1,34313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.23,351$1.33M0.23%-64413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments23,329$1.33M0.08%-40513F-HRTimelineGroup
3Chopt Investment Partners, LLC23,056$1.31M0.32%-86213F-HRTimeline
Financial Strategies Group, Inc.23,106$1.31M0.27%-2713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC22,995$1.31M0.14%+4,98213F-HRTimeline
Peak Financial Management, Inc.22,926$1.31M0.37%013F-HRTimeline
EQ LLC22,860$1.3M0.51%-8,28113F-HRTimeline
Principia Wealth Advisory, LLC22,793$1.3M1.1%new13F-HRTimeline
LS Investment Advisors, LLC22,761$1.3M0.19%-4,00413F-HRTimeline
Westmount Partners, LLC22,728$1.3M0.36%-32313F-HRTimeline
Benchmark Financial Wealth Advisors, LLC22,683$1.29M0.43%+2,17213F-HRTimeline
Palisade Asset Management, LLC22,674$1.29M0.13%+95613F-HRTimeline
W1M Asset Management Ltd22,471$1.28M0.1%-33,14213F-HRTimeline
Clearstead Trust, LLC22,412$1.28M0.24%-67513F-HRTimeline
Wealth Advisory Solutions, LLC22,399$1.28M0.32%-46413F-HRTimeline
Curated Wealth Partners LLC22,356$1.27M0.15%+1413F-HRTimeline
Graypoint LLC22,335$1.27M0.07%+5413F-HRTimeline
Canvas Wealth Advisors, LLC22,149$1.27M0.25%+1413F-HRTimeline
Brio Consultants, LLC22,183$1.26M0.18%-2,19213F-HRTimeline
Axis Wealth Partners, LLC22,001$1.25M0.82%-1,87713F-HRTimeline
HARMONY ASSET MANAGEMENT LLC21,838$1.25M0.47%-1,23013F-HRTimeline
New Republic Capital, LLC21,816$1.24M0.44%+5,22913F-HRTimeline
AMI INVESTMENT MANAGEMENT INC21,812$1.24M0.32%-10613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.21,774$1.24M0.02%-12,05613F-HRTimelineGroup
WealthTrak Capital Management LLC21,764$1.24M1.04%+55013F-HRTimeline
Forza Wealth Management, LLC21,686$1.24M0.51%+12,61213F-HRTimeline
PECAUT & CO.21,680$1.24M0.41%+55913F-HRTimeline
CENTAURUS FINANCIAL, INC.21,607$1.23M0.07%+4,23013F-HRTimeline
Marshall Financial Group, LLC21,774$1.23M0.24%-1,41013F-HRTimeline
Capital Advisors, Ltd. LLC21,558$1.23M0.15%+1,63013F-HRTimeline
OPTIMA CAPITAL LLC21,537$1.23M0.66%-24013F-HRTimeline
Heritage Financial Services, LLC21,531$1.23M0.12%+39213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC21,524$1.23M0.07%-1,00013F-HRTimeline
Wilson & Boucher Capital Management, LLC21,524$1.23M0.86%+513F-HRTimeline
Capital Advisors Wealth Management, LLC21,457$1.22M0.19%+2,92013F-HRTimeline
Cannon Financial Strategists, Inc.21,376$1.22M0.19%-43613F-HRTimeline
Smith Anglin Financial, LLC21,348$1.22M0.11%-32113F-HRTimeline
City State Bank21,317$1.22M0.38%-22513F-HRTimeline
Legacy Trust21,315$1.22M0.3%-1,35913F-HRTimeline
Inscription Capital, LLC21,250$1.21M0.17%-18,96813F-HRTimeline
Laurel Wealth Advisors LLC21,217$1.21M0.18%+3,00013F-HR/ATimeline
Maridea Wealth Management LLC21,175$1.21M0.31%+2,34713F-HRTimeline
Pallas Capital Advisors LLC21,172$1.21M0.05%-4113F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK21,150$1.21M0.66%013F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/21,104$1.2M0.07%+18913F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.23,492$1.19M0.67%013F-HRTimeline
Sensible Money, LLC20,849$1.19M0.45%013F-HRTimeline
Birchcreek Wealth Management, LLC20,831$1.19M0.67%+3,42913F-HRTimeline
Investment Advisory Group, LLC20,830$1.19M0.36%+39313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC20,710$1.18M0.12%-1,62513F-HRTimeline
Destination Wealth Management20,619$1.18M0.03%new13F-HRTimeline
Greenline Partners, LLC20,601$1.17M0.16%013F-HRTimeline
Golden Bell Financial Planning LLC20,474$1.17M1.1%-23413F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC20,430$1.16M0.72%-3513F-HRTimeline
Glass Jacobson Investment Advisors llc20,282$1.16M0.45%-1,29213F-HRTimeline
Rydar Equities, Inc.20,380$1.16M0.91%13F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC20,275$1.16M0.13%013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC20,216$1.15M0.27%-77813F-HR/ATimeline
Hardin Capital Partners, LLC20,221$1.15M0.68%+92913F-HRTimeline
Fee-Only Financial Planning, L.C.20,194$1.15M0.71%+37513F-HRTimeline
McClarren Financial Advisors, Inc.20,184$1.15M0.75%+6,41613F-HRTimeline
TOWNSQUARE CAPITAL LLC20,167$1.15M0.11%-660,26213F-HRTimeline
TruNorth Capital Management, LLC20,139$1.15M0.26%013F-HRTimeline
Elm Partners Management LLC20,012$1.14M0.05%+2,62013F-HR/ATimeline
Wealthquest Corp20,012$1.14M0.09%-23313F-HRTimeline
RBF Capital, LLC20,000$1.14M0.06%-40,00013F-HRTimeline
CHILTON INVESTMENT CO INC.19,938$1.14M0.03%+14,14813F-HRTimeline
Smith Salley Wealth Management19,928$1.14M0.07%+60013F-HRTimeline
Breakwater Investment Management19,899$1.13M0.44%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.19,882$1.13M0.06%-1,10213F-HRTimeline
CFO4Life Group, LLC19,839$1.13M0.18%+7413F-HRTimeline
L.K. Benson & Company, P.C.19,834$1.13M0.69%+4,13113F-HRTimeline
Bridgewater Advisors Inc.19,748$1.13M0.09%-2,92313F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…19,671$1.12M0.12%+36013F-HRTimeline
Twelve Points Wealth Management LLC19,660$1.12M0.3%+50813F-HRTimeline
Idaho Trust Co19,658$1.12M0.4%+1,48813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC19,655$1.12M0.41%-1,98913F-HRTimeline
Bell Investment Advisors, Inc19,645$1.12M0.19%+75313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,551$1.11M<0.01%-161,86313F-HRTimelineGroup
Beaumont Financial Advisors, LLC19,550$1.11M0.08%+22213F-HRTimeline
Taylor & Morgan Wealth Management, LLC19,545$1.11M0.75%-37213F-HRTimeline
Probity Advisors, Inc.19,534$1.11M0.2%-23813F-HRTimeline
Geometric Wealth Advisors19,533$1.11M0.17%+1,42913F-HRTimeline
Goepper Burkhardt LLC19,378$1.1M0.41%+3,41113F-HRTimeline
MontVue Capital Management, Inc.19,376$1.1M0.79%+7213F-HRTimeline
Biltmore Family Office, LLC19,282$1.1M0.19%-2,80013F-HRTimeline
Mainsail Financial Group, LLC19,499$1.1M0.51%+99013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC19,292$1.1M0.2%+2113F-HRTimeline
Keystone Financial Group19,234$1.1M0.1%-14413F-HRTimeline
Wealthstream Advisors, Inc.19,227$1.1M0.18%+2213F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…19,136$1.09M0.09%+1,86513F-HRTimelineGroup
Warren Street Wealth Advisors, LLC19,096$1.09M0.36%-4,35713F-HRTimeline
Key Financial Inc19,044$1.09M0.22%+2,52913F-HRTimeline
Outlook Wealth Advisors, LLC18,980$1.08M0.28%+40613F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC18,878$1.08M0.13%+1,52813F-HRTimeline
Golden State Wealth Management, LLC18,831$1.07M0.13%-34613F-HRTimeline
Motiv8 Investments LLC18,789$1.07M0.66%+8,09913F-HRTimeline
WCG Wealth Advisors LLC18,788$1.07M0.07%+14013F-HRTimeline
WP Advisors, LLC18,777$1.07M0.29%+14713F-HRTimeline
WealthShield Partners, LLC18,692$1.07M0.13%-1,47613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC18,567$1.06M0.22%new13F-HRTimeline
Freedom Financial Partners LLC18,563$1.06M0.45%-10813F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…18,549$1.06M0.4%013F-HRTimeline
Blue Trust, Inc.18,514$1.06M0.01%-2,41013F-HRTimeline
BIP Wealth, LLC18,486$1.05M0.06%-26213F-HRTimeline
MA Private Wealth18,389$1.05M0.19%-2,51413F-HRTimeline
WPG Advisers, LLC18,352$1.05M0.88%-1,35313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC18,289$1.04M1.32%+14513F-HRTimeline
LexAurum Advisors, LLC18,193$1.04M0.16%-25313F-HRTimeline
Pinion Investment Advisors, LLC18,189$1.04M0.36%-17,27313F-HRTimeline
McNaughton Wealth Management, LLC18,149$1.03M0.46%-1,14113F-HRTimeline
Integrated Capital Management, LLC18,064$1.03M0.49%+27513F-HRTimeline
Brady Martz Wealth Solutions, LLC18,058$1.03M0.2%new13F-HRTimeline
MBE Wealth Management, LLC18,051$1.03M0.45%-75913F-HRTimeline
Center for Financial Planning, Inc.18,048$1.03M0.12%-2,47913F-HRTimeline
STATE STREET CORPin group STATE STREET CORP18,032$1.03M<0.01%-856,22613F-HRTimelineGroup
Arcus Capital Partners, LLC17,998$1.03M0.44%-106,12313F-HRTimeline
Simplicity Wealth,LLC17,993$1.03M0.04%-25,10413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE17,949$1.02M0.18%-1,38813F-HRTimeline
Plan A Wealth LLC17,946$1.02M0.58%-1,64013F-HRTimeline
HANOVER ADVISORS INC17,937$1.02M0.42%+7,16213F-HRTimeline
PFG Investments, LLC17,917$1.02M0.06%+2,96713F-HRTimeline
Pioneer Wealth Management Group17,826$1.02M0.38%+8,20213F-HRTimeline
FSA Advisors, Inc.17,787$1.01M0.82%-61,32913F-HRTimeline
Gibbs Wealth Management17,696$1.01M0.19%+10,92413F-HRTimeline
New England Private Wealth Advisors LLC17,730$1.01M0.15%+12013F-HRTimeline
Wick Capital Partners, LLC10,140$1M0.26%-5,64613F-HRTimeline
OFC FINANCIAL PLANNING, LLC17,600$1M1.07%+1,91513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC17,590$1M0.13%+1,13813F-HRTimeline
Destiny Wealth Partners, LLC17,533$1000K0.13%-3413F-HRTimeline
Atala Financial Inc17,482$997K0.69%+11113F-HRTimeline
Wrenne Financial Planning LLC17,456$995K0.47%-87613F-HRTimeline
Cannell & Spears LLC17,452$995K0.02%+1,40213F-HRTimeline
Pillar Financial Advisors, LLC17,415$993K0.69%-42513F-HRTimeline
Pinnacle Bancorp, Inc.17,378$991K0.31%+57213F-HRTimeline
Raleigh Capital Management Inc.17,260$984K0.41%-74413F-HRTimeline
Financial Perspectives, Inc17,255$984K0.3%+5813F-HRTimeline
DKM Wealth Management, Inc.17,239$983K0.85%+6913F-HRTimeline
WOODSTOCK CORP17,235$983K0.09%-84513F-HRTimeline
Fragasso Financial Advisors Inc17,176$979K0.07%+1,68313F-HRTimeline
Tillman Hartley LLC17,159$978K0.28%+11,72113F-HRTimeline
Family Capital Management, Inc.17,092$974K0.51%+1,18513F-HRTimeline
Cape Investment Advisory, Inc.17,092$974K0.36%+2,19113F-HRTimeline
RAM Investment Partners, LLC17,033$971K0.2%+1,21013F-HRTimeline
Autumn Glory Partners, LLC17,030$971K0.45%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.17,017$970K0.07%+3,52313F-HRTimelineGroup
Glenview Trust Co16,992$969K0.02%+29713F-HRTimeline
SPINNAKER TRUST16,882$962K0.06%new13F-HRTimeline
FAS Wealth Partners, Inc.16,824$959K0.07%-213F-HRTimeline
Dentgroup LLC16,749$955K0.66%-2,33913F-HRTimeline
Stordahl Capital Management, Inc.16,695$952K0.21%-30913F-HRTimeline
NTV Asset Management LLC16,684$951K0.11%+2,81913F-HRTimeline
UPTICK PARTNERS, LLC16,683$951K0.27%+68213F-HRTimeline
Fort Vancouver Investment Management, L…16,668$950K0.65%+7,49713F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA16,628$948K0.06%+1,32013F-HRTimeline
TCV Trust & Wealth Management, Inc.16,602$946K0.08%-13413F-HRTimeline
PENNINGTON PARTNERS & CO., LLC16,577$945K0.51%+2,10813F-HRTimeline
W ADVISORS, LLC16,500$941K0.54%+5,09013F-HRTimeline
Bank of Marin16,485$940K0.71%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding16,448$938K+2,652Timeline
Medallion Wealth Advisors, LLC16,395$934K0.36%-3413F-HRTimeline
Bath Savings Trust Co16,378$934K0.09%+4913F-HRTimeline