Skip to content

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
EWA, LLC25,073$1.79M0.33%+3,14013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC27,863$1.79M0.22%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC24,958$1.78M1.58%+1,94113F-HRTimeline
Glass Jacobson Investment Advisors llc24,905$1.77M0.55%+2,16113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.24,893$1.77M0.38%+4813F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC24,859$1.77M0.22%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…24,806$1.77M0.05%+1,96813F-HRTimeline
MOTCO24,802$1.77M0.15%-3,07213F-HRTimeline
HAZLETT, BURT & WATSON, INC.24,755$1.76M0.47%+7,37713F-HRTimeline
ADVISORY RESEARCH INC24,652$1.76M0.18%+33613F-HRTimeline
Flower City Capital24,576$1.75M0.77%013F-HRTimeline
Midwest Capital Advisors, LLC24,568$1.75M0.71%-18813F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC24,548$1.75M0.1%+33713F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.24,469$1.74M0.94%+3613F-HRTimeline
Optimist Retirement Group LLC24,408$1.74M0.67%-20313F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC24,408$1.74M0.05%+79413F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …24,399$1.74M0.09%013F-HRTimelineGroup
White Lighthouse Investment Management …24,272$1.73M0.22%-18413F-HRTimeline
Sargent Investment Group, LLC24,268$1.73M0.21%+3,85913F-HRTimeline
CFO4Life Group, LLC24,212$1.73M0.23%+10513F-HRTimeline
EARNED WEALTH ADVISORS, LLC24,131$1.72M0.11%-1,37113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC24,054$1.71M0.17%-33013F-HRTimeline
Sunpointe, LLC24,030$1.71M0.49%+17,07913F-HRTimeline
Capital Advisors Wealth Management, LLC24,027$1.71M0.2%+20813F-HRTimeline
Compass Planning Associates Inc23,926$1.7M0.92%+4313F-HRTimeline
Accel Wealth Management23,868$1.7M0.38%+1,29113F-HRTimeline
Hardin Capital Partners, LLC23,854$1.7M0.79%+1,53813F-HRTimeline
Stonehearth Capital Management, LLC23,850$1.7M0.58%-10,70113F-HRTimeline
Geometric Wealth Advisors23,814$1.7M0.18%+79313F-HRTimeline
Prosperity Planning, Inc.23,783$1.69M0.39%-54413F-HRTimeline
Urban Financial Advisory Corp23,766$1.69M0.47%+9,61313F-HRTimeline
Kera Capital Partners, Inc.23,758$1.69M0.16%+11,21113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC23,671$1.69M2.63%+12213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC23,551$1.68M0.21%-11213F-HRTimeline
STONE LOFT WEALTH MANAGEMENT LLC23,692$1.68M0.95%+12613F-HRTimeline
Cannell & Spears LLC23,545$1.68M0.03%013F-HRTimeline
Cascades Capital Asset Management, LLC23,535$1.68M0.62%+4,76313F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC23,497$1.67M0.58%-1,51613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC23,451$1.67M0.19%-39413F-HRTimeline
Old North State Trust, LLC23,293$1.66M0.85%-33513F-HRTimeline
FIDELITY D & D BANCORP INC23,291$1.66M0.57%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.23,230$1.66M0.67%-10713F-HRTimeline
Clearwave Capital, LLC23,187$1.65M0.91%-18813F-HRTimeline
Fiscal Wisdom Wealth Management, LLC23,158$1.65M1.4%+4,13413F-HRTimeline
Stash Investments, LLC23,150$1.65M0.53%new13F-HRTimeline
Stonebridge Capital Advisors LLC23,128$1.65M0.11%+24513F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…23,074$1.64M0.11%+53013F-HRTimelineGroup
Mondrian Investment Partners LTD23,040$1.64M0.03%+11,05513F-HRTimeline
Investment Advisory Group, LLC23,003$1.64M0.36%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT23,002$1.64M0.4%013F-HRTimeline
Sunbeam Capital Management, LLC22,995$1.64M0.75%+12,25913F-HRTimeline
New England Private Wealth Advisors LLC23,464$1.64M0.16%+63313F-HRTimeline
Peak Financial Management, Inc.22,951$1.64M0.38%-15013F-HRTimeline
Advisory Alpha, LLC22,864$1.63M0.04%+64813F-HRTimeline
American Alpha Advisors, LLC22,826$1.63M0.96%+1,22313F-HRTimeline
Portfolio Resources Advisor Group, Inc.22,820$1.63M1.38%+5,60613F-HRTimeline
SCOTIA CAPITAL INC.22,763$1.62M0.01%-13613F-HRTimeline
Tempo Wealth, LLC22,734$1.62M0.24%-1,01113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC22,725$1.62M0.13%+213F-HRTimeline
Family Capital Management, Inc.22,701$1.62M0.63%-2713F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC22,693$1.62M0.68%-34613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC22,672$1.62M0.18%+39413F-HRTimeline
RKL Wealth Management LLC22,658$1.61M0.13%-9613F-HRTimeline
HORAN Wealth, LLC22,628$1.61M0.2%-21,34013F-HR/ATimeline
Probity Advisors, Inc.22,588$1.61M0.23%-14413F-HRTimeline
Cannon Financial Strategists, Inc.22,528$1.61M0.18%+1,82313F-HRTimeline
Rydar Equities, Inc.22,874$1.6M0.9%+2,24213F-HRTimeline
WCG Wealth Advisors LLC22,322$1.59M0.04%-48113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.22,304$1.59M0.14%-1,43713F-HRTimeline
Clear Harbor Asset Management, LLC22,289$1.59M0.1%-46913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC22,229$1.58M0.39%-46513F-HRTimeline
Key Financial Inc22,213$1.58M0.26%+8613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT22,210$1.58M0.01%-5,51113F-HRTimeline
LexAurum Advisors, LLC22,124$1.58M0.18%+1,75613F-HRTimeline
FIRST AMERICAN BANK22,117$1.58M0.09%+2513F-HRTimeline
55 North Private Wealth, LLC22,086$1.57M0.31%-9,05313F-HRTimeline
NTV Asset Management LLC21,924$1.56M0.15%013F-HRTimeline
Curated Wealth Partners LLC21,914$1.56M0.18%+813F-HR/ATimeline
RDA Financial Network21,884$1.56M0.34%+1,39813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.21,858$1.56M0.05%+67413F-HRTimelineGroup
L & S Advisors Inc21,848$1.56M0.16%+14013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP21,845$1.56M<0.01%-7,59313F-HR/ATimelineGroup
Forvis Mazars Wealth Advisors, LLC21,844$1.56M0.03%-11213F-HRTimeline
Proactive Wealth Strategies LLC21,831$1.56M0.25%-4613F-HRTimeline
Lifeworks Advisors, LLC21,741$1.55M0.16%+13,62213F-HRTimeline
Vann Equity Management LLC21,687$1.55M0.94%+44013F-HRTimeline
Canvas Wealth Advisors, LLC21,625$1.54M0.21%+8313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC21,607$1.54M0.15%-41913F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …21,590$1.54M0.1%+2,86113F-HRTimeline
Fielder Capital Group LLC21,578$1.54M0.33%-113F-HRTimeline
Hemenway Trust Co LLC21,537$1.53M0.11%+7913F-HRTimeline
WealthTrak Capital Management LLC21,507$1.53M1.01%-25713F-HRTimeline
Revisor Wealth Management LLC21,498$1.53M0.37%+3,06213F-HRTimeline
Windsor Advisory Group, LLC21,479$1.53M1.11%new13F-HRTimeline
1832 Asset Management L.P.21,474$1.53M<0.01%013F-HRTimeline
CHAPIN DAVIS, INC.21,335$1.52M0.27%+36313F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/21,308$1.52M0.08%+5813F-HRTimeline
Traveka Wealth, LLC21,303$1.52M0.5%-46913F-HRTimeline
AMI INVESTMENT MANAGEMENT INC21,291$1.52M0.32%013F-HRTimeline
Forefront Wealth Partners, LLC21,276$1.52M0.47%+7,25613F-HRTimeline
Strategic Financial Services, Inc.21,201$1.51M0.07%013F-HRTimeline
Financial Strategies Group, Inc.21,434$1.51M0.24%-95713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC21,152$1.51M0.01%new13F-HRTimelineGroup
Strategies Wealth Advisors, LLC21,051$1.5M0.13%-2,13813F-HRTimeline
Diesslin Group, Inc.21,039$1.5M0.58%-1,38213F-HRTimeline
Brio Consultants, LLC20,994$1.5M0.18%-42513F-HRTimeline
Arsenal Capital Advisors LLC20,985$1.5M0.88%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC20,973$1.49M0.04%-2,76313F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO20,968$1.49M0.23%-6113F-HRTimeline
McClarren Financial Advisors, Inc.20,877$1.49M0.77%-7213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,827$1.48M<0.01%-121,32313F-HRTimelineGroup
STERLING INVESTMENT MANAGEMENT, LLC20,809$1.48M0.81%-2,42513F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC20,792$1.48M0.76%-20513F-HRTimeline
Accretive Wealth Partners, LLC20,785$1.48M0.36%-1,08713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.20,666$1.47M0.1%+10013F-HRTimelineGroup
Financial Perspectives, Inc20,632$1.47M0.36%+9013F-HRTimeline
Greenline Partners, LLC20,601$1.47M0.15%013F-HRTimeline
MontVue Capital Management, Inc.20,594$1.47M0.84%+1,88213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC20,591$1.47M0.39%013F-HRTimeline
Birchcreek Wealth Management, LLC20,518$1.46M0.57%+11113F-HRTimeline
ERn Financial, LLC20,489$1.46M0.24%-5,84413F-HRTimeline
SeaCrest Wealth Management, LLC20,462$1.46M0.16%-20,64113F-HRTimeline
Clarendon Private LLC20,447$1.46M0.94%+6,55513F-HRTimeline
Stanley-Laman Group, Ltd.20,366$1.45M0.15%+1513F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC20,270$1.44M0.9%+2,18113F-HRTimeline
EQ LLC20,261$1.44M0.35%-1,16313F-HRTimeline
Powers Advisory Group, LLC20,240$1.44M0.45%+3,94913F-HRTimeline
Hansen & Associates Financial Group, In…20,033$1.44M0.83%+2,73313F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC20,208$1.44M0.27%+5,05713F-HRTimeline
Cape Investment Advisory, Inc.20,208$1.44M0.38%-1,32813F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.20,099$1.43M1%+95613F-HRTimeline
RBF Capital, LLC20,000$1.43M0.06%013F-HRTimeline
Pioneer Wealth Management Group19,997$1.42M0.34%-11013F-HRTimeline
Kassira Wealth Management LLC19,991$1.42M1.14%+18013F-HRTimeline
Mainsail Financial Group, LLC19,933$1.42M0.48%+77413F-HRTimeline
Wealth Advisory Solutions, LLC19,929$1.42M0.29%-2,97913F-HRTimeline
Williams Jones Wealth Management, LLC.19,905$1.42M0.02%-1,30013F-HRTimeline
PFG Investments, LLC19,853$1.41M0.05%-45913F-HRTimeline
HANOVER ADVISORS INC19,844$1.41M0.51%-1,51613F-HRTimeline
Leonard Rickey Investment Advisors P.L.…19,781$1.41M0.22%-1,81013F-HRTimeline
FINANCIAL LIFE ADVISORS19,743$1.41M0.4%-52513F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC19,730$1.41M0.18%new13F-HR/ATimeline
UPTICK PARTNERS, LLC19,679$1.4M0.22%+90513F-HRTimeline
Antonelli Financial Advisors, LLC19,666$1.4M0.96%-1,58213F-HRTimeline
Palisade Asset Management, LLC19,577$1.39M0.13%+48013F-HRTimeline
Idaho Trust Co19,545$1.39M0.41%013F-HRTimeline
MBE Wealth Management, LLC19,540$1.39M0.49%+18913F-HRTimeline
JENNISON ASSOCIATES LLC19,527$1.39M<0.01%-25,59713F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC19,498$1.39M0.31%013F-HRTimeline
IKE Capital, LLC19,371$1.38M0.73%-1,83113F-HRTimeline
Heck Capital Advisors, LLC19,345$1.38M0.08%+1,05013F-HRTimeline
3Chopt Investment Partners, LLC19,341$1.38M0.26%-1,09313F-HRTimeline
LS Investment Advisors, LLC19,321$1.38M0.19%013F-HRTimeline
DV Trading LLC19,307$1.38M0.11%+16,09613F-HRTimeline
FIRST MERCHANTS CORP19,299$1.38M0.05%+3,73813F-HRTimeline
Winthrop Partners - WNY, LLC19,292$1.37M0.68%013F-HRTimeline
Breakwater Investment Management19,209$1.37M0.47%-53613F-HRTimeline
Keystone Financial Group19,154$1.36M0.08%+1,96713F-HRTimeline
Wealthquest Corp19,133$1.36M0.09%013F-HRTimeline
Golden State Wealth Management, LLC19,106$1.36M0.12%-19113F-HRTimeline
Fee-Only Financial Planning, L.C.18,894$1.35M0.72%-1,30013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC18,878$1.35M0.16%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA18,825$1.34M0.09%-87013F-HRTimeline
Guardian Asset Advisors, LLC18,820$1.34M0.62%+7,98113F-HRTimeline
NBH Bank18,812$1.34M0.56%13F-HRTimeline
Central Pacific Bank - Trust Division18,722$1.33M0.14%+16,78913F-HRTimeline
AMG Asset Management Group, Inc.18,713$1.33M0.83%-12313F-HRTimeline
Cambria Investment Management, L.P.18,713$1.33M0.07%+7,94113F-HRTimeline
Avos Capital Management, LLC18,707$1.33M0.55%-3,05113F-HRTimeline
Putney Financial Group LLC18,701$1.33M1.2%+51613F-HRTimeline
GreatBanc Trust CO18,650$1.33M0.82%-42013F-HRTimeline
Keeler Thomas Management LLC18,626$1.33M0.47%+14,94713F-HRTimeline
Douglass Winthrop Advisors, LLC18,619$1.33M0.02%+3,33413F-HRTimeline
SFM, LLC18,590$1.32M0.68%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…18,549$1.32M0.39%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC18,451$1.31M0.65%-68113F-HRTimeline
KFA Private Wealth Group, LLC18,385$1.31M0.32%+1,23513F-HRTimeline
ATX Financial Planning, LLC18,329$1.31M0.86%-1,64713F-HRTimeline
First County Bank /CT/18,287$1.3M0.61%+2,35713F-HRTimeline
Pacific Sage Partners, LLC18,271$1.3M0.19%+3,30813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO18,250$1.3M0.32%-2,76013F-HRTimeline
MTM Investment Management, LLC18,230$1.3M0.37%+1,31313F-HRTimeline
Laurel Wealth Advisors LLC18,198$1.3M0.13%013F-HRTimeline
PlanVest Financial, Inc18,078$1.29M0.86%+1,17213F-HRTimeline
Legacy Trust18,040$1.29M0.23%-28213F-HRTimeline
Parkwoods Wealth Partners, LLC17,988$1.28M0.21%+10,43913F-HRTimeline
Ketron Financial17,982$1.28M0.4%-99313F-HRTimeline
Bell Investment Advisors, Inc17,962$1.28M0.19%-24913F-HRTimeline
Halter Ferguson Financial Inc.17,953$1.28M0.21%013F-HRTimeline
Elevate Capital Advisors, LLC17,903$1.28M0.71%+12,58513F-HRTimeline
Immaculate Wealth Management LLC17,901$1.28M8.64%+73913F-HRTimeline
Quotient Wealth Partners, LLC17,898$1.28M0.03%-2,64113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC17,883$1.27M0.31%-14013F-HRTimeline
Heartland Bank & Trust Co17,874$1.27M0.26%013F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…17,873$1.27M0.77%13F-HRTimelineGroup
Cromwell Holdings LLC17,860$1.27M0.57%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC17,855$1.27M0.36%-7,09013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …25,598$1.27M0.09%+8,47013F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV17,593$1.25M0.16%-1,04213F-HRTimeline
COZAD ASSET MANAGEMENT INC17,569$1.25M0.08%+3,16013F-HRTimeline