Skip to content

VEA VANGUARD TAX-MANAGED FDS

Follow

SHS (fund)

2,807 managers (2,836 13F filers) reported a position in VEA shares at 2025-12-31, 2,359,319,459 shares in all. 130 filers opened a position and 58 filers sold out during the quarter.

Managers
2,807
13F filers
2,836
New
130
Added
1,386
Reduced
781
Sold out
58
Shares held by filers
2,359,319,459

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Hardy Reed LLC34,670$2.17M0.15%-16513F-HRTimeline
Innova Wealth Partners34,541$2.16M1.09%-1,37413F-HRTimeline
Belpointe Asset Management LLC34,529$2.16M0.08%+16213F-HRTimeline
Eagle Bluffs Wealth Management LLC34,359$2.15M0.87%+1,83613F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC34,303$2.14M1.46%+1,93513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.34,115$2.13M0.02%+2,73513F-HRTimelineGroup
GeoWealth Management, LLC33,956$2.12M0.08%-3,80213F-HRTimeline
Charis Legacy Partners, LLC33,953$2.12M3.13%-99413F-HRTimeline
OARSMAN CAPITAL, INC.33,880$2.12M0.28%-7,57413F-HRTimeline
WBH ADVISORY INC33,809$2.11M0.16%-13413F-HRTimeline
Legacy Bridge, LLC33,629$2.1M0.85%-18213F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC33,397$2.09M1.1%13F-HRTimeline
Running Point Capital Advisors, LLC33,214$2.07M0.57%-3,58113F-HRTimeline
Bigelow Investment Advisors, LLC33,211$2.07M0.81%-39613F-HRTimeline
Mezzasalma Advisors, LLC32,715$2.07M0.5%new13F-HRTimeline
MASECO LLP33,070$2.07M0.09%new13F-HRTimeline
Edge Financial Advisors LLC32,890$2.05M0.86%+2,13813F-HRTimeline
Capital Investment Advisors, LLC32,851$2.05M0.03%+4,07313F-HRTimeline
Milestone Asset Management Group, LLC32,771$2.05M1.16%+91213F-HRTimeline
Fermata Advisors, LLC32,763$2.05M0.49%+93913F-HRTimeline
INSIGHT 2811, INC.32,656$2.04M0.9%+59613F-HRTimeline
New Republic Capital, LLC32,640$2.04M0.54%+10,82413F-HRTimeline
Generations Wealth, LLC32,604$2.04M2.08%13F-HRTimeline
STATE STREET CORPin group STATE STREET CORP32,545$2.03M<0.01%-39,77913F-HRTimelineGroup
Platform Technology Partners32,370$2.02M0.43%+4,07813F-HRTimeline
Global Financial Private Client, LLC32,326$2.02M0.71%-37013F-HRTimeline
Institute for Wealth Management, LLC.32,272$2.02M0.21%-45313F-HRTimeline
Hansen & Associates Financial Group, In…29,392$2.01M1.1%-1,31913F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…31,729$2.01M1.25%-2,58913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC32,056$2M0.26%-72513F-HRTimeline
MONECO ADVISORS, LLC31,992$2M0.16%-7013F-HRTimeline
CAPITAL CITY TRUST CO/FL31,857$1.99M0.44%013F-HRTimeline
Everhart Financial Group, Inc.31,844$1.99M0.18%+1,45713F-HRTimeline
Landmark Wealth Management, LLC31,778$1.99M0.76%+29613F-HRTimeline
HighPoint Advisor Group LLC31,702$1.98M0.04%new13F-HRTimeline
Heritage Investment Group, Inc.31,531$1.97M0.3%-56013F-HRTimeline
GAMMA Investing LLC31,528$1.97M0.1%+2,16513F-HRTimeline
Tennessee Valley Asset Management Partn…31,371$1.96M0.25%+2,37113F-HRTimeline
Affinity Capital Advisors, LLC31,108$1.94M0.27%+2,28613F-HRTimeline
Aries Wealth Management31,000$1.94M0.43%013F-HRTimeline
Crewe Advisors LLC30,847$1.93M0.17%+81113F-HRTimeline
Lutz Financial Services LLC30,798$1.92M0.13%013F-HRTimeline
Five Oceans Advisors30,753$1.92M0.68%-18813F-HRTimeline
L.K. Benson & Company, P.C.30,746$1.92M0.96%+6,65413F-HRTimeline
IFG Advisory, LLC30,743$1.92M0.08%-2,37813F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.30,710$1.92M0.89%013F-HRTimeline
ENTREWEALTH, LLC28,405$1.91M0.86%-3,32813F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC30,613$1.91M0.03%+5,35313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC30,518$1.91M0.06%-55813F-HRTimeline
Pallas Capital Advisors LLC30,461$1.9M0.06%+9,28913F-HRTimeline
Financial Planning Hawaii, Inc.30,419$1.9M1.09%13F-HRTimeline
Maridea Wealth Management LLC30,368$1.9M0.29%-2,95713F-HRTimeline
Total Clarity Wealth Management, Inc.30,365$1.9M0.46%+1,45613F-HRTimeline
Carl P. Sherr & Co., LLC28,467$1.88M0.84%+83213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …30,053$1.88M0.02%+4,75013F-HRTimelineGroup
Balanced Rock Investment Advisors LLC29,936$1.87M1.33%+4813F-HRTimeline
Mondrian Investment Partners LTD29,918$1.87M0.03%-202,60413F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC29,868$1.87M0.56%+1,55213F-HRTimeline
Breakwater Capital Group29,858$1.87M0.26%+51913F-HRTimeline
Sunburst Financial Group, LLC29,809$1.86M0.38%-9713F-HRTimeline
J.E. Simmons & Co., P.C.29,752$1.86M1.2%13F-HRTimeline
Sterling Financial Planning, Inc.29,562$1.85M0.56%-46013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.29,537$1.85M0.53%+3,23313F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS29,440$1.84M0.55%013F-HRTimeline
Fortis Capital Advisors, LLC29,279$1.83M0.27%+97113F-HRTimeline
Ethos Financial Group, LLC29,277$1.83M0.14%+7,26513F-HRTimeline
Redwood Wealth Management Group, LLC29,214$1.82M0.76%-21613F-HRTimeline
PETRA FINANCIAL ADVISORS INC29,191$1.82M1.07%+1,26213F-HRTimeline
CX Institutional28,844$1.8M0.05%+3,15013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …28,803$1.8M0.24%+2,34213F-HRTimeline
MOTCO28,714$1.79M0.16%+47113F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC28,619$1.79M1.27%13F-HRTimeline
Independent Advisor Alliance28,561$1.78M0.04%+19,98213F-HRTimeline
Destination Wealth Management28,515$1.78M0.05%+2,87213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC28,477$1.78M0.13%+1,34213F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…28,361$1.77M0.26%013F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC28,254$1.77M0.55%+16,74813F-HRTimeline
Advus Financial Partners, LLC28,128$1.76M0.63%013F-HR/ATimeline
NOTTINGHAM ADVISORS, INC.27,962$1.75M0.24%-11,38313F-HRTimeline
EWA, LLC27,941$1.75M0.43%+24,59613F-HRTimeline
ERn Financial, LLC27,743$1.73M0.33%-12713F-HRTimeline
VISTA INVESTMENT MANAGEMENT27,618$1.73M0.57%+87113F-HRTimeline
HALL LAURIE J TRUSTEE27,589$1.72M0.57%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE27,516$1.72M0.15%+11,85213F-HRTimeline
Opes Wealth Management LLC27,457$1.72M0.29%-29013F-HRTimeline
Bernicke Wealth Management, Ltd.27,386$1.71M0.22%13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC27,377$1.71M0.63%+5413F-HRTimeline
Verdence Capital Advisors LLC27,304$1.71M0.1%-20,59213F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC27,259$1.7M0.37%-45613F-HRTimeline
Bragg Financial Advisors, Inc27,216$1.7M0.06%-73813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management27,194$1.7M0.06%+16313F-HRTimelineGroup
NOVEM GROUP27,099$1.69M0.2%-49013F-HRTimeline
Krilogy Financial LLC25,584$1.69M0.06%+4,67013F-HRTimeline
BAKER BOYER NATIONAL BANK27,044$1.69M0.51%+30913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC27,028$1.69M0.09%-1113F-HRTimeline
Gridiron Partners, LLC26,975$1.69M0.96%-4,405,87013F-HRTimeline
Bath Savings Trust Co26,970$1.68M0.17%+9,31213F-HRTimeline
Beacon Bridge Wealth Partners, LLC26,854$1.68M0.56%+71813F-HRTimeline
Capital Advisors, Ltd. LLC26,799$1.67M0.19%+5,04913F-HRTimeline
Claris Financial LLC26,751$1.67M0.89%-1,83113F-HRTimeline
SB Capital Management Inc26,734$1.67M0.61%13F-HRTimeline
LAVELLE CAPITAL LP26,671$1.67M1.06%13F-HRTimeline
Milestone Investment Advisors LLC26,664$1.67M0.4%+31313F-HRTimeline
Hardman Johnston Global Advisors LLC26,640$1.66M0.08%new13F-HRTimeline
Chico Wealth RIA26,497$1.66M1.08%-16013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…26,428$1.65M0.05%-58,45213F-HRTimelineGroup
Sequent Planning LLC26,416$1.65M0.42%+7,97913F-HRTimeline
Minot DeBlois Advisors LLC26,375$1.65M1.48%+3113F-HRTimeline
Continuum Advisory, LLC26,291$1.64M0.16%+80313F-HRTimeline
Quadrant Private Wealth Management, LLC26,190$1.64M0.27%+4,71813F-HRTimeline
Confluence Wealth Services, Inc.26,189$1.64M0.07%+5,78113F-HRTimeline
Colony Family Offices, LLC26,174$1.64M0.41%013F-HRTimeline
Wick Capital Partners, LLC26,169$1.63M0.29%+8,38313F-HR/ATimeline
White Lighthouse Investment Management …26,168$1.63M0.23%+1113F-HRTimeline
BAXTER BROS INC26,043$1.63M0.19%+1,52513F-HRTimeline
Cohen Investment Advisors LLC25,851$1.61M0.74%+74913F-HRTimeline
Crestwood Advisors Group, LLC25,786$1.61M0.03%+73913F-HRTimeline
Align Financial, LLC1,604,874$1.6M1.15%13F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.25,632$1.6M0.29%+1,08413F-HRTimeline
Talisman Wealth Advisors LLC25,581$1.6M1.25%+17,16113F-HRTimeline
S.A. Mason LLC25,569$1.6M0.63%+8,97713F-HRTimeline
Hegarty Advisors, LLC25,537$1.6M1.38%13F-HRTimeline
Strategies Wealth Advisors, LLC25,529$1.59M0.16%-1213F-HRTimeline
Retirement Systems of Alabama25,369$1.58M0.01%-44413F-HRTimeline
CFO4Life Group, LLC25,335$1.58M0.23%+35713F-HRTimeline
IMA Advisory Services, Inc.25,198$1.57M0.15%+3013F-HRTimeline
MMA ASSET MANAGEMENT LLC25,175$1.57M0.56%+6113F-HRTimeline
Refined Wealth Management25,152$1.57M1.06%+16,94813F-HRTimeline
PW ADVISORS, LLC \ FL25,130$1.57M1.26%13F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC24,970$1.56M4.73%13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.24,945$1.56M0.38%+14213F-HRTimeline
Midwest Capital Advisors, LLC24,736$1.55M0.74%+24313F-HRTimeline
Flower City Capital24,710$1.54M0.79%+29313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC24,623$1.54M0.52%-89013F-HRTimelineGroup
Curated Wealth Partners LLC24,515$1.53M0.17%+2,63713F-HRTimeline
SBI Okasan Asset Management Co.Ltd.24,389$1.53M0.08%13F-HRTimeline
Brand Asset Management Group, Inc.24,479$1.53M0.43%-19413F-HRTimeline
ARIEL INVESTMENTS, LLC24,473$1.53M0.02%-33,03713F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC24,473$1.53M0.69%-61413F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …24,399$1.52M0.08%013F-HRTimelineGroup
Topor & Co. Korea24,266$1.52M1.14%13F-HR/ATimeline
ZACKS INVESTMENT MANAGEMENT24,248$1.51M0.01%-3,32713F-HRTimeline
Axis Wealth Partners, LLC24,191$1.51M0.83%+46413F-HRTimeline
Everstar Asset Management, LLC24,102$1.51M0.81%-10,97513F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.24,064$1.5M0.89%013F-HRTimeline
ADVISORY RESEARCH INC24,026$1.5M0.19%013F-HRTimeline
Optimist Retirement Group LLC23,971$1.5M0.69%+14513F-HRTimeline
Founders Financial Alliance, LLC23,967$1.5M0.28%-18013F-HRTimeline
Compass Planning Associates Inc23,870$1.49M1.03%+1,47813F-HRTimeline
HUB Investment Partners, LLC23,861$1.49M0.04%-4,83113F-HRTimeline
3Chopt Investment Partners, LLC23,853$1.49M0.33%+2,66313F-HRTimeline
SCOTIA CAPITAL INC.23,853$1.49M0.01%-53413F-HRTimeline
FIDELITY D & D BANCORP INC23,794$1.49M0.64%-1113F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC23,753$1.48M0.84%+1,11813F-HRTimeline
FIRST AMERICAN BANK23,741$1.48M0.09%-23913F-HRTimeline
Prosperity Planning, Inc.23,740$1.48M0.39%-113F-HRTimeline
KCM INVESTMENT ADVISORS LLC23,705$1.48M0.05%+42513F-HRTimeline
Financial Strategies Group, Inc.23,084$1.48M0.27%-2213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC23,663$1.48M0.2%013F-HRTimeline
Williams Jones Wealth Management, LLC.23,619$1.48M0.02%+14513F-HRTimeline
Tempo Wealth, LLC23,579$1.47M0.26%13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC23,569$1.47M0.91%+2,08513F-HRTimeline
Peck Wealth Management, LLC23,349$1.46M1.38%+19213F-HRTimeline
Silver Grove Financial Group, Inc.23,340$1.46M1.26%+74313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…23,276$1.45M0.26%-57913F-HRTimeline
Capital Advisors Wealth Management, LLC23,269$1.45M0.2%+74413F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…23,263$1.45M0.15%+2,11113F-HRTimeline
CHAPIN DAVIS, INC.23,262$1.45M0.34%+1213F-HRTimeline
Windsor Advisory Group, LLC23,252$1.45M1.3%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC23,239$1.45M0.68%013F-HRTimeline
Aprio Wealth Management, LLC20,094$1.45M0.08%+6,92913F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC23,104$1.44M0.16%-19913F-HRTimeline
ELEVATUS WELATH MANAGEMENT23,002$1.44M0.39%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC22,959$1.43M1.36%+4,62213F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK22,949$1.43M0.71%013F-HRTimeline
Probity Advisors, Inc.22,857$1.43M0.23%-25213F-HRTimeline
City State Bank22,830$1.43M0.39%+1,41113F-HRTimeline
Downshift Financial, LLC21,637$1.43M0.88%13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC22,760$1.42M0.04%013F-HRTimelineGroup
Clear Harbor Asset Management, LLC22,757$1.42M0.1%-40713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC22,722$1.42M0.14%-3513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC22,692$1.42M0.41%-3513F-HRTimeline
Cannell & Spears LLC22,691$1.42M0.03%013F-HRTimeline
New England Private Wealth Advisors LLC22,658$1.42M0.18%+4,87313F-HR/ATimeline
CLEAR INVESTMENT RESEARCH, LLC22,623$1.41M2.34%+2,31313F-HRTimeline
Key Financial Inc22,567$1.41M0.26%+1,02513F-HRTimeline
Accel Wealth Management22,565$1.41M0.39%-51213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.22,537$1.41M0.05%-2,47013F-HRTimelineGroup
Wealth Advisory Solutions, LLC22,491$1.41M0.33%-1,06713F-HRTimeline
Legacy Trust22,366$1.4M0.26%+1,05113F-HRTimeline
Peak Financial Management, Inc.22,329$1.39M0.36%-59713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC22,311$1.39M0.02%+3,59213F-HRTimelineGroup
PECAUT & CO.22,288$1.39M0.45%+1,11613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC22,240$1.39M0.2%-6113F-HRTimeline
Investment Advisory Group, LLC22,221$1.39M0.36%+52113F-HRTimeline
American Alpha Advisors, LLC22,171$1.39M0.87%+3,31513F-HR/ATimeline
FINANCIAL LIFE ADVISORS22,169$1.38M0.43%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC22,149$1.38M0.14%+1,10313F-HRTimeline
IKE Capital, LLC22,027$1.38M1.2%13F-HRTimeline
HORAN Wealth, LLC21,984$1.37M0.21%+13613F-HRTimeline