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Disclosery

VEA VANGUARD TAX-MANAGED FDS

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SHS (fund)

2,455 managers (2,479 13F filers) reported a position in VEA shares at 2025-03-31, 2,173,821,928 shares in all. 164 filers opened a position and 79 filers sold out during the quarter.

Managers
2,455
13F filers
2,479
New
164
Added
1,147
Reduced
912
Sold out
79
Shares held by filers
2,173,821,928

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/188,798,011$9.6B0.85%+13,404,89713F-HRTimelineGroup
Creative Planningin group Creative Planning138,346,303$7.03B6.61%-4,934,77713F-HRTimelineGroup
Betterment LLC133,982,969$6.81B16.16%-3,502,20713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding111,746,005$5.68B-172,521Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN65,303,555$3.32B0.8%+44,76913F-HRTimelineGroup
Wealthfront Advisers LLC60,371,395$3.07B8.24%+1,778,34513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59,628,214$3.03B2.48%+1,840,64013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY59,261,632$3.01B0.22%-769,12513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP54,121,352$2.77B2.48%-7,341,06713F-HR/ATimelineGroup
WealthNavi Inc.49,789,539$2.53B28.16%+362,54313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP42,599,905$2.17B0.32%+1,425,05113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,186,903$2.09B0.47%+40,49813F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,257,864$1.74B0.33%-3,225,27013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC29,627,432$1.51B2.51%+962,69313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV28,419,354$1.44B3.31%+3,493,52713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO27,197,608$1.38B1.78%-540,68913F-HR/ATimelineGroup
LPL Financial LLC27,006,416$1.37B0.53%-34,18313F-HRTimeline
UBS Group AGin group UBS Group AG26,747,008$1.36B0.3%-25,08413F-HRTimelineGroup
Wealthspire Advisors, LLC22,514,780$1.14B6.84%+11,830,89113F-HRTimeline
TIAAgroup of 3 filers holding22,498,327$1.14B+253,129Timeline
CAPTRUST FINANCIAL ADVISORS20,681,837$1.05B2.64%+1,734,35313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding19,738,740$1B+909,502Timeline
COMMONWEALTH EQUITY SERVICES, LLC18,629,538$947M1.34%+2,261,95913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,467,868$939M1.53%+1,595,66313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,409,909$885M1.7%+121,88813F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding16,767,440$852M-73,232Timeline
FMR LLCin group FMR LLC16,102,007$818M0.05%-151,58613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\15,609,085$793M1.06%-8,203,66813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,518,499$738M0.15%-2,045,95013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC13,542,589$688M8.68%+2,313,20413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,910,875$656M0.25%+1,134,34913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,234,225$622M0.05%+572,31713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,186,163$619M0.17%-3,242,86913F-HRTimelineGroup
Valmark Advisers, Inc.11,740,187$597M9.01%+96,19813F-HRTimeline
Jasper Ridge Partners, L.P.11,158,097$567M18.23%+421,60813F-HRTimeline
SCS Capital Management LLC10,411,294$529M6.73%+3,377,98913F-HR/ATimeline
HighTower Advisors, LLC10,356,242$526M0.71%-218,81413F-HRTimeline
Facet Wealth, Inc.9,726,723$522M13.53%+1,738,63213F-HRTimeline
Nicholas Hoffman & Company, LLC.9,647,403$490M18.64%+1,258,25613F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …8,280,448$421M0.4%+2,013,56113F-HRTimelineGroup
Fisher Asset Management, LLC8,211,992$417M0.18%+3,129,93613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,165,950$415M0.22%+678,93613F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP8,120,181$413M3.08%+345,95313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,621,927$387M1.29%+423,17013F-HRTimeline
HBK Sorce Advisory LLC7,401,500$376M11.04%+534,20613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC7,190,319$365M6.82%-363,96413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,673,773$339M0.61%+6,637,26313F-HR/ATimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,653,247$338M1.35%-255,28413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,646,020$338M0.36%+385,59113F-HRTimelineGroup
JMG Financial Group, Ltd.6,173,009$314M10.58%+188,66313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,022,792$306M1.12%-7,80913F-HRTimelineGroup
Modera Wealth Management, LLC5,676,812$289M3.9%-112,06513F-HRTimeline
Employees Retirement System of Texas5,629,961$286M2.59%+1,923,80013F-HRTimeline
Cetera Investment Advisers5,468,858$278M0.54%+711,87913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC5,417,005$275M0.28%-442,08013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,369,174$273M0.21%-741,34113F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co5,118,840$260M3.41%-124,60413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,713,015$241M1.04%-405,40713F-HRTimelineGroup
State of Tennessee, Department of Treas…4,673,818$238M0.91%-2,81813F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding4,658,088$237M-762,183Timeline
COUNTRY TRUST BANK4,626,447$235M5.92%+153,23613F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding4,577,604$233M-173,085Timeline
Ally Invest Advisors Inc.4,500,217$229M19.59%-14,56013F-HRTimeline
Ballentine Partners, LLC4,437,300$226M3.91%+44,60313F-HRTimeline
TFO Wealth Partners, LLC4,381,476$223M44.17%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,183,099$213M0.08%+1,003,08013F-HRTimeline
Linscomb Wealth, Inc.4,159,625$211M10.53%+136,48013F-HRTimeline
Wilmington Savings Fund Society, FSB4,142,094$211M3.93%-94,69313F-HRTimeline
WIT, LLC4,020,934$204M5.82%013F-HRTimeline
Truepoint, Inc.4,016,232$204M5.54%-1,451,77113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,936,146$200M0.55%-157,59313F-HRTimelineGroup
BANK OF HAWAII3,832,002$195M11.19%-123,52913F-HRTimeline
MAI Capital Management3,820,568$194M1.47%+233,34213F-HRTimeline
Janney Montgomery Scott LLC3,657,305$186M0.53%-109,63813F-HRTimeline
D.A. DAVIDSON & CO.3,611,201$184M1.47%+38,01713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,520,656$179M0.4%-1,083,95213F-HRTimelineGroup
Ellevest, Inc.3,512,926$179M11.9%-417,70513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,324,002$169M0.42%+231,13913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding3,314,723$168M+62,596Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,683,852$168M0.36%+6,90913F-HRTimelineGroup
BLB&B Advisors, LLC3,277,956$167M8.48%+128,78413F-HRTimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP3,265,770$166M5.35%-26,91313F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV3,218,144$164M4.7%+421,78613F-HR/ATimeline
Wedmont Private Capital3,306,390$163M8.37%+178,01113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC3,160,748$161M1.21%+201,33613F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC3,138,975$160M2.3%-6,46913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,064,792$156M4.95%+57,87813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,971,253$151M0.46%-181,75513F-HRTimeline
SYNOVUS FINANCIAL CORP2,949,958$150M1.94%+93,52713F-HRTimeline
NEPC LLC2,840,808$144M4%+546,82713F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC2,832,766$144M9%+58,54313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,811,359$143M0.23%+187,51013F-HRTimelineGroup
Foster Group, Inc.2,775,466$141M5.28%+49,53413F-HRTimeline
Cambridge Investment Research Advisors,…2,768,339$141M0.47%+229,73913F-HRTimeline
Acropolis Investment Management, LLC2,629,280$134M7.93%+8,04313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,449,602$125M1.05%+294,50513F-HR/ATimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,430,697$124M4.63%-238,38713F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC2,343,087$119M2.54%+708,08013F-HRTimeline
Johnson Financial Group, LLC2,323,538$118M12.46%+78,87413F-HRTimeline
Hirtle & Co., LLC2,241,415$114M4.44%+1,116,59013F-HRTimeline
Orion Porfolio Solutions, LLC2,232,569$113M1.11%+207,84813F-HRTimeline
Orion Portfolio Solutions, LLC2,232,569$113M1.11%+207,84813F-HR/ATimeline
First Financial Bankshares Inc2,160,027$110M2.37%+22,83513F-HRTimeline
EASTERN BANK2,159,154$110M2.15%+169,00913F-HRTimeline
Tanglewood Wealth Management, Inc.2,096,680$107M11.99%+647,44313F-HRTimeline
Steele Capital Management, Inc.2,087,755$106M5.52%+18,27113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,027,331$103M0.55%-43,18213F-HRTimelineGroup
NewEdge Advisors, LLC2,019,376$103M0.61%+82,16813F-HRTimeline
Aptus Capital Advisors, LLC1,992,046$101M1.15%+188,96013F-HRTimeline
NorthCoast Asset Management LLC1,967,079$100M0.5%+41,41713F-HR/ATimeline
Empowered Funds, LLC1,956,188$99.4M1.42%-30,29813F-HRTimeline
OAKWORTH CAPITAL, INC.1,946,865$99M6.89%+65,06613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,913,658$97.3M6.85%+1,017,41713F-HRTimelineGroup
CCM INVESTMENT GROUP, LLC1,896,362$97.2M10.27%-24,62213F-HRTimeline
DAVIS R M INC1,907,463$97M1.94%+122,86813F-HRTimeline
Clark Asset Management, LLC1,855,083$94.3M15.81%+245,16313F-HRTimeline
Fusion Family Wealth, LLC1,853,785$94.2M8.66%+116,20213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,844,462$93.8M5.73%-8,90313F-HRTimeline
Badgley Phelps Wealth Managers, LLC1,836,739$93.4M2.25%-28,00313F-HRTimeline
Monashee Investment Management LLC1,832,100$93.1M11.02%+95,50013F-HRTimeline
Atria Wealth Solutions, Inc.1,827,627$92.9M1.12%-136,48913F-HRTimeline
Robertson Stephens Wealth Management, L…1,807,128$91.9M3.44%+223,55613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,791,943$91.1M0.17%-110,01813F-HRTimeline
Plante Moran Financial Advisors, LLC1,782,166$90.6M7.79%-132,84613F-HRTimeline
REBALANCE, LLC1,754,098$89.2M6.57%+4,63813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,753,658$88.7M0.2%-446,17813F-HR/ATimelineGroup
COMERICA BANK1,737,241$88.3M0.37%-67,29313F-HRTimeline
PDS Planning, Inc1,691,484$86M7.25%+56,29013F-HRTimeline
Litman Gregory Wealth Management LLC1,687,291$85.8M7.36%-90,35513F-HRTimeline
EVOKE WEALTH, LLC1,653,032$84M2.19%+100,26813F-HRTimeline
Cresset Asset Management, LLC1,636,761$83.2M0.42%+51,79013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,630,841$83.2M0.14%-79,77713F-HRTimelineGroup
Pure Financial Advisors, LLC1,631,702$82.9M1.73%-3,76513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,614,426$82.1M-6,625Timeline
DT Investment Partners, LLC1,564,352$79.5M7.67%-3,27113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD1,551,137$78.8M0.42%+6,93513F-HRTimelineGroup
Arbor Investment Advisors, LLC1,543,159$78.4M10.73%+28,60013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,536,401$78.1M2.26%+84,47213F-HRTimeline
SOFI WEALTH, LLC1,518,003$77.2M5.8%-4,341,89913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,485,894$75.5M2.26%+36,84613F-HRTimelineGroup
FINANCIAL COUNSELORS INC1,474,245$74.9M1.14%+114,66313F-HRTimeline
OLD NATIONAL BANCORP /IN/1,445,159$73.5M1.93%+85,33813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,434,920$72.9M0.7%+43,35713F-HRTimeline
CHOREO, LLC1,394,581$70.9M1.1%-133,06913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,390,436$70.7M5.1%+94,71813F-HRTimeline
WHITTIER TRUST CO1,373,327$69.8M0.97%-9,85813F-HRTimeline
BOK Financial Private Wealth, Inc.1,360,707$69.2M5.2%+176,01713F-HRTimeline
CONNABLE OFFICE INC1,353,294$68.8M7.32%+179,98613F-HRTimeline
Waverly Advisors, LLC1,310,262$66.6M0.81%+376,72713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,308,260$66.5M4.99%+48,98113F-HRTimeline
Tanager Wealth Management LLP1,305,869$66.4M8.63%-10,39613F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV1,302,890$66.2M10.15%-55,27413F-HRTimeline
Atria Investments, Inc1,301,180$66.1M0.85%+90,74913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,295,041$65.8M1.65%-8,40413F-HRTimeline
Gilbert & Cook, Inc.1,285,899$65.4M9.48%+58,34713F-HRTimeline
TD Waterhouse Canada Inc.1,284,749$65.3M0.53%-9,25013F-HRTimeline
Marcum Wealth, LLC1,276,298$64.9M5.61%-18,44413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,262,702$64.2M0.41%+18,01513F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…1,258,491$64M15.63%+22,97613F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO1,250,000$63.5M2.59%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,249,634$63.5M0.94%+113,86413F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC1,241,056$63.1M0.37%-56,00513F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC1,221,149$62.1M7.32%+175,73813F-HRTimeline
Apella Capital, LLC1,240,949$60.9M2.09%-22,18813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,184,828$60.2M3.31%-18,69413F-HRTimelineGroup
Human Investing LLC1,175,861$59.8M10.52%+47,84313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,161,619$59M0.03%+23,57413F-HRTimelineGroup
Arvest Bank Trust Division1,148,364$58.4M3.69%-2,50013F-HRTimeline
Cornerstone Planning Group LLC1,128,827$58.3M13.95%+63,77913F-HRTimeline
SIGNATUREFD, LLC1,144,234$58.2M1.1%-24,17513F-HRTimeline
Beacon Pointe Advisors, LLC1,137,188$57.8M0.65%-36,55013F-HRTimeline
PROFFITT & GOODSON INC1,132,615$57.6M9.47%+37,90613F-HRTimeline
Adventist Health System/ West1,131,440$57.5M9.08%013F-HRTimeline
Geneos Wealth Management Inc.778,064$57.4M0.84%+474,66013F-HRTimeline
WestHill Financial Advisors, Inc.1,125,888$57.2M13.09%+54,66913F-HRTimeline
West Financial Advisors, LLC1,107,719$56.3M10.7%+34,84513F-HRTimeline
Farther Finance Advisors, LLC1,098,854$56.1M1.43%+445,96513F-HRTimeline
Vision Capital Management, Inc.1,088,184$55.3M7.97%+33,11413F-HRTimeline
Sequoia Financial Advisors, LLC1,087,885$55.3M0.43%+461,19113F-HRTimeline
Connecticut Wealth Management, LLC1,084,379$55.1M2.89%-25,86013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,062,751$54M0.33%+29,43913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,046,694$53.2M0.73%+21,11913F-HRTimeline
Legacy Private Trust Co.1,043,748$53.1M3.65%-6413F-HRTimeline
BOKF, NAin group BOKF, NA1,041,566$52.9M0.94%+29,98413F-HRTimelineGroup
Pinnacle Financial Partners Inc1,066,542$52.8M1.06%+26,23313F-HRTimeline
Strategic Investment Advisors / MI1,036,332$52.7M5.58%+71,09113F-HRTimeline
Trilogy Capital Inc.1,034,974$52.6M2.76%-57,35813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,017,938$51.7M3.1%-14,31413F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.1,015,961$51.6M3.18%-905,22213F-HRTimeline
JFG Wealth Management, LLC1,006,129$51.1M11.62%+101,32713F-HRTimeline
UMB Bank, n.a.1,004,375$51.1M0.84%-128,95913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avion Wealth1,050,770$50.2M12.89%+1,69213F-HRTimeline
Pine Ridge Advisers LLC983,491$50M4.28%+9,56513F-HRTimeline
KWMG, LLC978,392$49.7M5.06%+7,27013F-HRTimeline
Wealth Architects, LLC978,300$49.7M5.49%+14,95413F-HR/ATimeline
Kathmere Capital Management, LLC966,077$49.1M4.17%+32,28813F-HRTimeline
Klingman & Associates, LLC963,057$49M3%+80,59113F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co961,151$48.9M4.09%-36,04413F-HRTimelineGroup
Welch & Forbes LLC959,008$48.7M0.64%+43,18413F-HRTimeline
Jacobsen Capital Management953,489$48.5M21.06%-35,38513F-HRTimeline