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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/175,393,114$8.39B0.78%+10,807,52713F-HRTimelineGroup
Creative Planningin group Creative Planning143,281,080$6.85B6.66%-1,837,66313F-HRTimelineGroup
Betterment LLC137,485,176$6.57B15.67%+10,132,16813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding111,918,526$5.35B+1,863,723Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN65,258,786$3.12B0.75%+2,478,15413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP61,462,419$2.94B2.79%-5,608,63913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY60,030,757$2.87B0.2%+672,43613F-HR/ATimelineGroup
Wealthfront Advisers LLC58,593,050$2.8B8.19%+3,355,94613F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…57,787,574$2.76B2.33%+3,878,79313F-HRTimelineGroup
WealthNavi Inc.49,426,996$2.36B27.48%+3,331,39513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP41,174,854$1.97B0.28%-396,48713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,146,405$1.97B0.43%-296,30113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,483,134$1.79B0.34%-5,137,42413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC28,664,739$1.37B2.3%+825,03013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO27,738,297$1.33B1.7%+931,79913F-HRTimelineGroup
LPL Financial LLC27,040,599$1.29B0.53%+4,757,30113F-HRTimeline
UBS Group AGin group UBS Group AG26,772,092$1.28B0.29%+130,31613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV24,925,827$1.19B2.91%+3,324,64813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\23,812,753$1.14B1.49%+8,608,17213F-HRTimelineGroup
TIAAgroup of 3 filers holding22,381,279$1.07B-551,648Timeline
CAPTRUST FINANCIAL ADVISORS18,947,484$906M2.59%+2,515,50113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding18,829,238$900M+856,215Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,288,021$827M1.58%+769,57713F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding16,840,672$805M+1,274,082Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp16,564,449$792M0.15%+957,25813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP16,872,205$785M1.3%-537,84313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC16,367,579$783M1.14%+510,85813F-HRTimeline
FMR LLCin group FMR LLC16,253,593$777M0.05%-101,22813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,429,032$739M0.19%-1,695,89413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,776,526$563M0.21%13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,661,908$558M0.04%+824,11413F-HRTimelineGroup
Valmark Advisers, Inc.11,643,989$557M8.63%+659,71313F-HRTimeline
RWA WEALTH PARTNERS, LLC11,229,385$537M6.62%+351,97613F-HRTimeline
Jasper Ridge Partners, L.P.10,736,489$513M16.26%-2,995,22513F-HRTimeline
Wealthspire Advisors, LLC10,683,889$511M5.08%+826,78113F-HRTimeline
HighTower Advisors, LLC10,575,056$506M0.69%+76,60113F-HRTimeline
Nicholas Hoffman & Company, LLC.8,389,147$401M16.05%+975,13313F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Facet Wealth, Inc.7,988,091$401M10.64%+672,15713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP7,774,228$372M2.73%+2,333,73713F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC7,554,283$361M7%+588,87813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,487,014$358M0.24%-2,07413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,198,757$344M1.19%+361,58913F-HRTimeline
SCS Capital Management LLC7,033,305$336M6.94%-85,62213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,908,531$330M1.27%-253,09113F-HRTimelineGroup
HBK Sorce Advisory LLC6,867,294$328M9.91%+149,38313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …6,266,887$300M0.26%+2,537,55213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,260,429$299M0.31%-1,656,76313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC6,110,515$292M0.28%+181,63913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp6,030,601$288M0.97%+65,54313F-HRTimelineGroup
JMG Financial Group, Ltd.5,984,346$286M9.76%+116,38113F-HRTimeline
SOFI WEALTH, LLC5,859,902$280M19.21%+698,67113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC5,859,085$280M0.28%-12,47113F-HRTimeline
Modera Wealth Management, LLC5,788,877$277M3.34%+248,55713F-HRTimeline
Truepoint, Inc.5,468,003$261M7%+289,00813F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding5,420,271$259M+955,525Timeline
Fiduciary Trust Coin group Fiduciary Trust Co5,243,444$251M3.31%-69,93913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,118,422$245M1.08%+102,46213F-HRTimelineGroup
Fisher Asset Management, LLC5,082,056$243M0.1%+113,91213F-HRTimeline
Cetera Investment Advisers4,756,979$227M0.48%+174,09213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding4,750,689$227M+1,581,716Timeline
State of Tennessee, Department of Treas…4,676,636$224M0.81%-1,471,56613F-HRTimeline
Ally Invest Advisors Inc.4,514,777$216M18.71%+374,75513F-HRTimeline
COUNTRY TRUST BANK4,473,211$214M5.34%+43,63413F-HRTimeline
Ballentine Partners, LLC4,392,697$210M3.6%+72,81513F-HRTimeline
Wilmington Savings Fund Society, FSB4,236,787$203M3.65%+94,56913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,604,608$202M0.45%+981,49513F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,093,739$196M0.53%+1,135,85713F-HRTimelineGroup
Linscomb Wealth, Inc.4,023,145$192M9.58%+114,73513F-HRTimeline
WIT, LLC4,020,934$192M6.16%+4,016,91313F-HR/ATimeline
BANK OF HAWAII3,955,531$189M10.47%-1,708,73913F-HRTimeline
Ellevest, Inc.3,930,631$188M10.86%+35,57813F-HRTimeline
Janney Montgomery Scott LLC3,766,943$180M0.5%+38,58813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,676,943$177M0.32%+71,29613F-HRTimelineGroup
Employees Retirement System of Texas3,706,161$177M1.51%013F-HR/ATimeline
MAI Capital Management3,587,226$172M1.28%+213,53013F-HRTimeline
D.A. DAVIDSON & CO.3,573,184$171M1.39%+116,38913F-HRTimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP3,292,683$157M5.07%+164,69713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding3,252,127$156M-50,332Timeline
ALLIANCEBERNSTEIN L.P.3,180,019$152M0.05%-210,94513F-HRTimeline
BLAIR WILLIAM & CO/IL3,153,008$151M0.44%+31,31213F-HRTimeline
BLB&B Advisors, LLC3,149,172$151M7.68%+144,88313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,145,444$150M2.1%+99,55913F-HRTimeline
Wedmont Private Capital3,128,379$149M7.85%-34,46113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,092,863$148M0.38%-79,90013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,006,914$144M4.51%+47,58613F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,959,412$142M1.09%+341,65113F-HRTimelineGroup
SYNOVUS FINANCIAL CORP2,856,431$137M1.74%-14,48113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV2,796,358$134M4.28%-207,61713F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC2,774,223$133M8.68%+132,37213F-HRTimelineGroup
Foster Group, Inc.2,725,932$130M4.97%+162,05513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,669,084$128M4.42%+96,30913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,623,849$125M0.2%+183,24513F-HRTimelineGroup
Acropolis Investment Management, LLC2,621,237$125M7.4%+46,03613F-HRTimeline
Cambridge Investment Research Advisors,…2,538,600$121M0.41%+21,09913F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC2,470,258$118M1.36%-10,82113F-HRTimelineGroup
NEPC LLC2,293,981$110M2.94%+234,74813F-HRTimeline
Johnson Financial Group, LLC2,244,664$107M12.57%-105,88913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,199,836$107M0.21%-11,89013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,155,097$103M0.81%+341,68113F-HRTimelineGroup
First Financial Bankshares Inc2,137,192$102M2.21%+8,19913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,070,513$99M0.51%+132,00913F-HRTimelineGroup
Steele Capital Management, Inc.2,069,484$99M5.15%+47,99013F-HRTimeline
Orion Porfolio Solutions, LLC2,024,721$96.8M0.97%+54,81113F-HRTimeline
Orion Portfolio Solutions, LLC2,024,721$96.8M0.97%+54,81113F-HRTimeline
EASTERN BANK1,990,145$95.2M1.77%-75,61913F-HRTimeline
Empowered Funds, LLC1,986,486$95M1.39%+108,68313F-HRTimeline
Atria Wealth Solutions, Inc.1,964,116$93.9M1.03%+35,76913F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC1,953,606$93.4M4.31%+53,56813F-HRTimeline
NewEdge Advisors, LLC1,937,208$92.6M0.56%+81,85413F-HRTimeline
NorthCoast Asset Management LLC1,925,662$92.1M0.45%+109,61813F-HR/ATimeline
McKinley Carter Wealth Services, Inc.1,921,183$91.9M5.62%+55,25513F-HRTimeline
CCM INVESTMENT GROUP, LLC1,920,984$91.8M10.02%13F-HRTimeline
Plante Moran Financial Advisors, LLC1,915,012$91.6M7.61%+130,94113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,901,961$91M0.17%+57,07313F-HR/ATimeline
OAKWORTH CAPITAL, INC.1,881,799$90M6.19%+21,26213F-HRTimeline
Badgley Phelps Wealth Managers, LLC1,864,742$89.2M2.08%-39,20113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,853,365$88.6M5.2%+20,17713F-HRTimeline
COMERICA BANK1,804,534$86.3M0.35%+79,53913F-HR/ATimeline
Aptus Capital Advisors, LLC1,803,086$86.2M1.03%+494,19413F-HRTimeline
DAVIS R M INC1,784,595$85.3M1.67%+193,10013F-HRTimeline
Litman Gregory Wealth Management LLC1,777,646$85M7.37%-11,79613F-HRTimeline
REBALANCE, LLC1,749,460$83.7M6.25%+52,65113F-HRTimeline
Fusion Family Wealth, LLC1,737,583$83.1M7.62%+43,41913F-HRTimeline
Monashee Investment Management LLC1,736,600$83M11.39%+39,00013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,710,618$81.6M0.13%+71,39013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,652,522$79M0.12%+1,575,74613F-HRTimelineGroup
Pure Financial Advisors, LLC1,635,467$78.2M1.78%+160,61613F-HRTimeline
PDS Planning, Inc1,635,194$78.2M6.95%+63,56713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,635,007$78.2M1.67%+22,62613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,621,051$77.5M+106,221Timeline
Clark Asset Management, LLC1,609,920$77M14.38%+268,56213F-HRTimeline
Cresset Asset Management, LLC1,584,971$75.8M0.37%-29,18113F-HRTimeline
Robertson Stephens Wealth Management, L…1,583,572$75.7M2.7%+266,76513F-HRTimeline
DT Investment Partners, LLC1,567,623$75M6.34%+9,68813F-HRTimeline
EVOKE WEALTH, LLC1,552,764$74.3M2.07%+66,47513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD1,544,202$73.8M0.37%-29,99513F-HRTimelineGroup
CHOREO, LLC1,527,650$73M1.05%+25,54213F-HRTimeline
Arbor Investment Advisors, LLC1,514,559$72.4M10.21%+18,10213F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,451,929$69.4M1.95%+99,55313F-HRTimeline
Tanglewood Wealth Management, Inc.1,449,237$69.3M7.98%-204,15513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,449,048$69.3M2.12%+62,41413F-HRTimelineGroup
EP Wealth Advisors, LLC1,392,566$66.6M0.54%+710,43613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,391,563$66.5M0.65%+152,55513F-HRTimeline
WHITTIER TRUST CO1,383,185$66.1M0.87%-75,25013F-HRTimeline
OLD NATIONAL BANCORP /IN/1,359,821$65M1.54%+26,66613F-HRTimeline
FINANCIAL COUNSELORS INC1,359,582$65M0.95%+139,81913F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV1,358,164$64.9M9.98%+5,68013F-HRTimeline
Tanager Wealth Management LLP1,316,265$62.9M8.17%+97,64413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,303,445$62.3M1.48%+22,82413F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC1,297,061$62M0.39%+281,60113F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,295,718$62M4.58%+29,33413F-HRTimeline
Marcum Wealth, LLC1,294,742$61.9M5.37%+50,34813F-HRTimeline
TD Waterhouse Canada Inc.1,293,999$61.9M0.5%+62,35313F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC1,266,361$60.6M1.38%+780,83013F-HRTimeline
Apella Capital, LLC1,263,137$60.4M2.32%+54,54613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,259,279$60.2M4.5%+33,16613F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO1,250,000$59.8M2.38%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,244,687$59.5M0.37%-3,02113F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…1,235,515$59.1M14.41%+63,76213F-HRTimeline
Gilbert & Cook, Inc.1,227,552$58.7M8.28%+17,19113F-HRTimeline
Atria Investments, Inc1,210,431$57.9M0.72%-53,09013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,203,522$57.6M3.24%+71,63813F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,198,197$57.3M0.01%+991,25613F-HRTimelineGroup
Morningstar Investment Services LLCin group Morningstar Investment Manage…1,193,067$57.1M5.19%-5,741,10113F-HRTimelineGroup
BOK Financial Private Wealth, Inc.1,184,690$56.7M4.11%-33,42813F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co1,178,750$56.4M1.28%+133,00013F-HRTimelineGroup
Beacon Pointe Advisors, LLC1,173,738$56.1M0.62%-39,95013F-HRTimeline
CONNABLE OFFICE INC1,173,308$56.1M5.81%-40,02913F-HRTimeline
SIGNATUREFD, LLC1,168,409$55.9M1.06%-5,55613F-HRTimeline
Arvest Bank Trust Division1,150,864$55M3.32%+35,56213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,138,045$54.4M0.03%+95,47213F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP1,135,770$54.3M0.79%+84,06913F-HRTimeline
UMB Bank, n.a.1,133,334$54.2M0.86%-77,77913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Adventist Health System/ West1,131,440$54.1M8.37%013F-HRTimeline
Human Investing LLC1,128,018$53.9M9.57%+63,84613F-HRTimeline
Hirtle & Co., LLC1,124,825$53.8M2.26%-14,02713F-HRTimeline
Cornerstone Planning Group LLC1,065,048$53.2M13.06%+51,80413F-HRTimeline
Connecticut Wealth Management, LLC1,110,239$53.1M2.61%+87,44813F-HRTimeline
Edge Capital Group, LLC1,103,335$52.8M2.7%+41,64013F-HRTimeline
PROFFITT & GOODSON INC1,094,709$52.3M8.68%+22,58913F-HRTimeline
Trilogy Capital Inc.1,092,332$52.2M2.69%+21,55413F-HRTimeline
Pinnacle Financial Partners Inc1,040,309$52M1.05%+8,89113F-HRTimeline
West Financial Advisors, LLC1,072,874$51.3M9.89%+70,30513F-HRTimeline
WestHill Financial Advisors, Inc.1,071,219$51.2M11.47%+29,94213F-HRTimeline
Vision Capital Management, Inc.1,055,070$50.5M7.41%+20,24213F-HRTimeline
Avion Wealth1,049,078$50.2M12.89%-15,69913F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,045,411$50M6%+190,69413F-HRTimeline
Legacy Private Trust Co.1,043,812$49.9M3.27%+12,32113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,033,312$49.4M0.31%+31,63413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,032,289$49.4M+56,758Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,032,252$49.4M3.08%-29,28613F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,025,575$49M0.69%-14,31513F-HRTimeline
BOKF, NAin group BOKF, NA1,011,582$48.1M0.81%-29,79213F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co997,195$47.7M4.1%+110,33413F-HRTimelineGroup
Jacobsen Capital Management988,874$47.3M20.13%+10,32413F-HRTimeline
Pine Ridge Advisers LLC973,926$46.6M4.14%+429,03513F-HRTimeline
KWMG, LLC971,122$46.4M4.78%+30,76613F-HRTimeline
Strategic Investment Advisors / MI965,241$46.2M4.9%+47,94313F-HRTimeline
Wealth Architects, LLC963,346$46.1M5.2%+75,79713F-HRTimeline
Sepio Capital, LP950,795$45.5M3.64%-194,86913F-HRTimeline