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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
Round Rock Advisors LLC15,750$753K0.15%+1,95913F-HRTimeline
SteelPeak Wealth, LLC15,732$752K0.03%+5,82113F-HRTimeline
Viewpoint Capital Management LLC15,693$750K0.39%-1,05113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…14,875$750K0.28%-22213F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…14,964$747K0.01%013F-HRTimeline
Clayton Financial Group LLC15,585$745K0.27%+5,35913F-HRTimeline
RAINIER FAMILY WEALTH INC15,556$744K0.9%13F-HRTimeline
Jentner Corp15,542$743K0.22%-64213F-HRTimeline
Destiny Wealth Partners, LLC15,532$743K0.12%+68313F-HRTimeline
Venturi Wealth Management, LLC15,531$743K0.04%-5,65113F-HRTimeline
Ledyard National Bank15,527$743K0.07%+68113F-HRTimeline
Beckerman Institutional, LLC15,488$741K0.59%-13213F-HRTimeline
1832 Asset Management L.P.15,474$740K<0.01%013F-HRTimeline
Petix & Botte Co15,416$737K0.19%+1213F-HRTimeline
DEARBORN PARTNERS LLC15,403$737K0.03%+1,75613F-HRTimeline
OFC FINANCIAL PLANNING, LLC15,359$734K0.77%13F-HRTimeline
Strategic Financial Services, Inc.15,355$734K0.04%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC15,433$734K0.16%+6,99913F-HRTimeline
UPTICK PARTNERS, LLC15,330$733K0.27%-4,55313F-HRTimeline
Brand Asset Management Group, Inc.15,276$730K0.3%-18513F-HRTimeline
Elser Financial Planning, Inc15,232$728K0.05%+1513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.15,196$727K0.01%+55213F-HRTimelineGroup
Exchange Bank15,156$725K0.58%+24313F-HRTimeline
Compass Planning Associates Inc15,129$723K0.73%13F-HRTimeline
RDA Financial Network15,011$718K0.21%-68013F-HRTimeline
Zions Bancorporation, N.A.14,983$716K0.05%013F-HRTimeline
Santori & Peters, Inc.14,980$716K0.27%+4313F-HRTimeline
MTM Investment Management, LLC14,974$716K0.28%+73613F-HRTimeline
Causey Wealth LLC14,950$715K0.42%13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC14,892$712K0.24%-64913F-HRTimeline
S.A. Mason LLC14,876$711K0.37%013F-HRTimeline
Yoder Wealth Management, Inc.14,841$710K0.39%+5,56613F-HRTimeline
W1M Asset Management Ltd14,812$708K0.06%+3,52713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,775$707K0.1%+4213F-HRTimeline
Summit Wealth Partners, LLC14,762$706K0.14%+61513F-HRTimeline
DOHJ, LLC14,704$703K0.16%+81813F-HRTimeline
Williams Jones Wealth Management, LLC.14,696$703K0.01%+7,48413F-HRTimeline
Family Capital Management, Inc.14,688$702K0.42%+2,12313F-HRTimeline
Kelly Financial Services LLC14,645$700K0.25%-10,61613F-HR/ATimeline
COLTON GROOME FINANCIAL ADVISORS, LLC14,607$699K0.27%+1,36913F-HRTimeline
EVERETT HARRIS & CO /CA/14,591$698K0.01%+213F-HRTimeline
True Vision MN LLC14,573$697K0.41%new13F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC14,536$695K0.6%13F-HRTimeline
Aprio Wealth Management, LLC14,486$693K0.1%+1,30513F-HRTimeline
My Personal CFO, LLC14,474$692K0.35%+9513F-HRTimeline
Northstar Advisory Group, LLC14,469$692K0.35%-4413F-HRTimeline
Modus Advisors, LLC14,458$691K0.22%+1,43713F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…14,425$690K0.14%-14,47013F-HRTimeline
Investment Advisory Group, LLC14,377$688K0.23%+80013F-HRTimeline
TrueWealth Advisors, LLC14,369$687K0.23%-2,60013F-HRTimeline
Sequent Planning LLC14,358$687K0.25%-12713F-HRTimeline
Coppell Advisory Solutions LLC14,254$681K0.1%+10,40013F-HRTimeline
Mill Creek Capital Advisors, LLC14,213$680K0.02%-37613F-HRTimeline
Capital Advantage, Inc.14,201$679K0.12%+5713F-HRTimeline
Claro Advisors Inc.14,141$676K0.09%-4,03313F-HRTimeline
BigSur Wealth Management LLC14,100$674K0.19%new13F-HRTimeline
Leeward Financial Partners, LLC14,094$674K0.24%-102,08613F-HRTimeline
Sound View Wealth Advisors Group, LLC13,954$667K0.05%013F-HRTimeline
Pathway Financial Advisors LLC13,927$666K0.15%+8613F-HRTimeline
Northeast Financial Consultants Inc13,786$659K0.03%+57213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,726$656K0.02%13F-HRTimeline
Latitude Advisors, LLC13,714$656K0.37%-3313F-HRTimeline
Advance Capital Management, Inc.13,711$656K0.03%+1,71113F-HRTimeline
DecisionPoint Financial, LLC13,696$655K0.2%-1,24413F-HRTimeline
CONQUIS FINANCIAL LLC13,691$655K0.67%13F-HRTimeline
Dodds Wealth, LLC13,252$655K0.21%+29713F-HRTimeline
Cardinal Strategic Wealth Guidance13,650$653K0.21%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…13,635$652K0.18%-23813F-HRTimeline
Clarendon Private LLC13,580$649K0.68%13F-HRTimeline
SAGE RHINO CAPITAL LLC13,519$646K0.14%+7613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.13,494$645K0.04%013F-HRTimelineGroup
Icon Wealth Advisors, LLC13,459$644K0.05%+4,42113F-HRTimeline
Diversified Enterprises, LLC13,454$643K0.06%-1,85713F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC13,442$643K0.64%13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS13,428$642K0.28%+78413F-HRTimeline
Austin Wealth Management, LLC13,204$641K0.13%-29313F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)13,404$641K0.29%-613F-HRTimeline
WNY Asset Management, LLC13,381$640K0.08%+83013F-HRTimeline
Mayfair Advisory Group, LLC13,284$635K0.37%+5,22213F-HRTimeline
True North Advisors, LLC13,253$634K0.15%+6,10913F-HRTimeline
Rice Partnership, LLC13,150$629K0.12%013F-HRTimeline
Cahill Wealth Management, LLC13,141$628K0.32%+17413F-HRTimeline
First County Bank /CT/13,089$626K0.35%+1,99313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC13,054$624K0.06%-3913F-HRTimeline
Resonant Capital Advisors, LLC13,000$622K0.05%-18513F-HRTimeline
Intrua Financial, LLC12,997$622K0.1%-8,55813F-HRTimeline
PENNINGTON PARTNERS & CO., LLC12,963$620K0.31%13F-HRTimeline
Founders Financial Alliance, LLC12,921$618K0.17%-20913F-HRTimeline
Independence Bank of Kentucky12,905$617K0.09%+3,52513F-HRTimeline
Friedenthal Financial12,866$615K0.36%+17913F-HRTimeline
Waterfront Wealth Inc.12,830$614K0.15%-4,75013F-HRTimeline
HBW ADVISORY SERVICES LLC12,821$613K0.06%+36413F-HRTimeline
Quantum Financial Advisors, LLC12,810$613K0.09%013F-HRTimeline
Missouri Trust & Investment Co12,800$612K0.21%+1,19913F-HRTimeline
Annex Advisory Services, LLC12,761$610K0.02%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC12,703$607K0.21%-64213F-HRTimeline
MeadowBrook Investment Advisors LLC12,696$607K0.54%013F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.12,688$607K0.25%-28,76413F-HRTimeline
Independent Wealth Network Inc.12,680$606K0.25%-28313F-HRTimeline
River Wealth Advisors LLC12,674$606K0.08%-14513F-HRTimeline
Confluence Wealth Services, Inc.12,182$606K0.04%-43413F-HRTimeline
EAGLE GLOBAL ADVISORS LLC12,623$604K0.02%+30113F-HRTimeline
St. Clair Advisors, LLC12,616$603K0.17%-12613F-HRTimeline
Maridea Wealth Management LLC12,600$603K0.19%13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC12,594$602K<0.01%-9,30513F-HRTimelineGroup
VAN DEN BERG MANAGEMENT I, INC12,584$602K0.17%-76113F-HRTimeline
Apeiron RIA LLC12,522$599K0.17%+58013F-HRTimeline
Abbot Financial Management, Inc.12,487$597K0.3%-77413F-HRTimeline
ROMANO BROTHERS AND COMPANY12,480$597K0.08%013F-HRTimeline
Vigilare Wealth Management12,460$596K0.24%+213F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co12,444$595K<0.01%013F-HRTimelineGroup
Arkos Global Advisors12,424$594K0.09%013F-HRTimeline
Skyline Advisors, Inc.12,417$594K0.23%+113F-HRTimeline
Elm Partners Management LLC12,402$593K0.04%+3,30513F-HRTimeline
Great Point Wealth Advisors, LLC12,341$590K0.13%013F-HRTimeline
Hemenway Trust Co LLC12,323$589K0.05%+6,63813F-HRTimeline
Farmers National Bank12,249$586K0.17%13F-HRTimeline
Fielder Capital Group LLC12,187$583K0.18%+4313F-HRTimeline
GODSEY & GIBB, INC12,181$582K0.06%+68813F-HRTimeline
Matisse Capital12,164$582K0.3%013F-HRTimeline
Meridian Wealth Partners, LLC12,141$581K0.09%+3,90513F-HRTimeline
Blue Barn Wealth, LLC12,078$578K0.3%+63213F-HRTimeline
Simplicity Wealth,LLC11,977$573K0.12%-1,84613F-HRTimeline
Fortis Capital Advisors, LLC10,907$571K0.2%+58413F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC11,944$571K0.08%-3,03113F-HRTimeline
Center For Asset Management LLC11,938$571K0.37%-23313F-HRTimeline
GeoWealth Management, LLC11,936$571K0.02%+4,24913F-HRTimeline
Tufton Capital Management11,856$567K0.11%-10013F-HRTimeline
Intelligence Driven Advisers, LLC11,855$567K0.11%-9,44413F-HRTimeline
Strategic Financial Partners, Ltd.11,847$567K0.29%-3513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS11,774$563K0.46%-75613F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…11,729$561K0.43%13F-HR/ATimelineGroup
HTG Investment Advisors, Inc.11,719$560K0.26%+1913F-HRTimeline
KKM Financial LLC11,445$559K0.23%+5,73213F-HRTimeline
Legacy Capital Wealth Partners, LLC11,620$556K0.14%-1513F-HRTimeline
WEBSTER BANK, N. A.11,619$556K0.06%-51713F-HRTimeline
Opulen Financial Group LLC11,602$555K0.5%13F-HRTimeline
Curtis Advisory Group, LLC11,571$553K0.15%+17913F-HRTimeline
WIMMER ASSOCIATES 1, LLC11,565$553K0.27%013F-HRTimeline
Jackson Creek Investment Advisors LLC11,550$552K0.17%-54213F-HRTimeline
Realta Investment Advisors11,481$551K0.23%new13F-HRTimeline
Snider Financial Group11,409$546K0.17%new13F-HRTimeline
Northwest Quadrant Wealth Management, L…11,389$545K0.12%+6,62313F-HRTimeline
W ADVISORS, LLC11,387$545K0.34%-50413F-HRTimeline
Bedel Financial Consulting, Inc.10,760$542K0.08%+6,96613F-HRTimeline
GRANDFIELD & DODD, LLC11,310$541K0.03%+1,31913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC11,294$540K0.16%-13413F-HRTimeline
IPG Investment Advisors LLC11,268$539K0.12%new13F-HRTimeline
Colonial River Investments, LLC11,265$539K0.26%-48113F-HRTimeline
Radnor Capital Management, LLC11,260$538K0.09%-3,64013F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC11,114$535K0.41%new13F-HRTimeline
Motiv8 Investments LLC11,181$535K0.38%-7,67213F-HRTimeline
Spinnaker Investment Group, LLC11,158$534K0.13%-57613F-HRTimeline
VIAWEALTH, LLC11,136$533K0.32%-7,06813F-HRTimeline
CHATHAM CAPITAL GROUP, INC.11,104$531K0.09%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…11,062$529K0.16%+2013F-HRTimeline
Capital World Investors11,049$528K<0.01%+4,43913F-HRTimeline
Shakespeare Wealth Management, LLC11,026$527K0.14%-20013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…11,020$527K0.22%13F-HRTimeline
Fort Vancouver Investment Management, L…11,007$526K0.45%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/10,856$519K0.51%13F-HRTimeline
HANOVER ADVISORS INC10,775$515K0.22%-31313F-HRTimeline
Benchmark Wealth Management, LLC10,766$515K0.25%+513F-HRTimeline
Burton Enright Welch10,725$513K0.11%+5913F-HRTimeline
BEAM WEALTH ADVISORS, INC.10,709$512K0.16%-2,04313F-HRTimeline
Oak Wealth Advisors LLC10,696$511K0.39%13F-HRTimeline
Valued Retirements, Inc.10,693$511K0.69%+71413F-HRTimeline
American Alpha Advisors, LLC10,625$508K0.46%-176,42913F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…10,585$506K0.17%+43813F-HRTimeline
Wealth Dimensions Group, Ltd.10,554$505K0.12%+2,90813F-HRTimeline
River Street Advisors LLC10,544$504K0.26%new13F-HRTimeline
Horan Securities, Inc.10,522$503K0.19%+36213F-HRTimeline
Redmond Asset Management, LLC10,448$500K0.12%+1,27113F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC10,446$500K0.09%-6613F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS10,365$496K0.19%013F-HRTimeline
David Wealth Management LLC10,360$495K0.41%13F-HRTimeline
Michels Family Financial, LLC10,337$494K0.45%13F-HRTimeline
Heritage Wealth Advisors10,333$494K0.02%+47213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding10,331$494K-3,009Timeline
Kagan Cocozza Asset Management10,314$493K0.41%13F-HRTimeline
Koss-Olinger Consulting, LLC10,307$493K0.04%+23213F-HRTimeline
Seneschal Advisors, LLC10,275$491K0.41%13F-HRTimeline
SIERRA OCEAN, LLC10,262$491K0.4%13F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP10,245$490K0.02%+1,00013F-HRTimeline
Carnegie Investment Counsel10,178$487K0.01%+5,34513F-HRTimeline
Cherry Creek Investment Advisors, Inc.10,177$487K0.24%+7413F-HRTimeline
Frontier Asset Management, LLC10,161$486K0.16%+14913F-HRTimeline
Guardian Asset Advisors, LLC10,121$484K0.31%+1,62013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC10,114$484K0.27%13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS10,108$483K0.21%-7,36413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,105$483K0.1%+4,77613F-HRTimeline
Ellsworth Advisors, LLC10,066$481K0.13%-94013F-HRTimeline
SkyOak Wealth, LLC10,035$480K0.1%+5,55313F-HRTimeline
Peak Asset Management, LLC10,004$478K0.09%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.10,000$478K0.13%013F-HRTimeline
WEALTH ALLIANCE, LLC9,947$476K0.06%+10913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…9,946$475K<0.01%+4,13013F-HR/ATimeline
Mustard Seed Financial, LLC9,859$471K0.38%+3313F-HRTimeline
Denver PWM, LLC9,826$470K0.18%013F-HRTimeline
Beacon Financial Advisory LLC9,709$464K0.15%-44913F-HRTimeline