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Disclosery

VEA VANGUARD TAX-MANAGED FDS

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SHS (fund)

2,527 managers (2,554 13F filers) reported a position in VEA shares at 2025-06-30, 2,217,351,193 shares in all. 160 filers opened a position and 84 filers sold out during the quarter.

Managers
2,527
13F filers
2,554
New
160
Added
1,214
Reduced
889
Sold out
84
Shares held by filers
2,217,351,193

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/194,545,244$11.1B0.89%+5,747,23313F-HRTimelineGroup
Betterment LLC134,083,394$7.64B16.28%+100,42513F-HRTimeline
Creative Planningin group Creative Planning132,070,439$7.53B6.43%-6,275,86413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding111,496,057$6.36B-249,948Timeline
MORGAN STANLEYin group MORGAN STANLEY65,818,077$3.75B0.24%+6,556,44513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN62,842,959$3.58B0.79%-2,460,59613F-HRTimelineGroup
Wealthfront Advisers LLC56,554,758$3.22B8.3%-3,816,63713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55,051,672$3.14B2.29%-4,576,54213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP49,517,444$2.81B2.13%-4,603,90813F-HRTimelineGroup
WealthNavi Inc.48,247,711$2.75B27.7%-1,541,82813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP46,658,720$2.66B0.37%+4,058,81513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA42,455,981$2.42B0.47%+1,269,07813F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC30,654,506$1.75B2.52%+1,027,07413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,897,196$1.7B0.28%-4,360,66813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding29,785,113$1.7B+3,038,105Timeline
MERCER GLOBAL ADVISORS INC /ADV28,615,408$1.63B3.66%+196,05413F-HRTimeline
LPL Financial LLC28,085,455$1.6B0.53%+1,079,03913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO25,743,436$1.47B1.7%-1,454,17213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS24,996,434$1.43B3.18%+4,314,59713F-HRTimeline
Wealthspire Advisors, LLC22,786,946$1.3B7.3%+272,16613F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding21,446,898$1.22B+1,708,158Timeline
TIAAgroup of 3 filers holding20,061,267$1.14B-2,437,060Timeline
Corient Private Wealth LPin group Corient Private Wealth LP21,027,645$1.13B1.5%+2,559,77713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,733,723$1.07B1.41%+104,18513F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding17,616,619$1B+849,179Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,199,318$981M1.72%-210,59113F-HRTimelineGroup
FMR LLCin group FMR LLC15,796,065$901M0.05%-305,94213F-HRTimelineGroup
Jasper Ridge Partners, L.P.15,306,034$873M21.84%+4,147,93713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,083,630$803M0.15%-434,86913F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC14,076,338$802M10.04%+533,74913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,583,212$774M0.27%+672,33713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,803,884$730M0.05%+569,65913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,466,019$711M0.18%+279,85613F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.11,849,460$676M17.46%+2,202,05713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,599,538$661M0.83%-4,009,54713F-HRTimelineGroup
Valmark Advisers, Inc.11,462,597$653M9.1%-277,59013F-HRTimeline
Facet Wealth, Inc.11,378,664$640M14.54%+1,651,94113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …10,270,231$586M0.52%+1,989,78313F-HRTimelineGroup
SCS Capital Management LLC10,220,446$583M6.46%-190,84813F-HRTimeline
HighTower Advisors, LLC9,925,236$566M0.71%-431,00613F-HRTimeline
Fisher Asset Management, LLC9,282,597$529M0.21%+1,070,60513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,080,383$461M0.3%-85,56713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,880,481$449M0.44%+1,234,46113F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP7,644,326$436M3%-475,85513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,627,543$435M1.26%+5,61613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC7,576,249$432M7.25%+385,93013F-HRTimeline
HBK Sorce Advisory LLC7,502,020$428M11.59%+100,52013F-HRTimeline
Employees Retirement System of Texas6,687,831$381M3.1%+1,057,87013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,647,285$379M1.41%-5,96213F-HRTimelineGroup
JMG Financial Group, Ltd.6,281,277$358M10.86%+108,26813F-HRTimeline
Cetera Investment Advisers5,797,391$331M0.56%+328,53313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,785,694$330M1.13%-237,09813F-HRTimelineGroup
Modera Wealth Management, LLC5,697,243$325M4.02%+20,43113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,623,089$321M0.76%+1,686,94313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding5,254,822$300M+677,218Timeline
CITIGROUP INCin group CITIGROUP INC5,022,561$286M0.2%-346,61313F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co4,928,060$281M3.46%-190,78013F-HRTimelineGroup
COUNTRY TRUST BANK4,920,244$281M6.29%+293,79713F-HRTimeline
Ballentine Partners, LLC4,770,360$272M4.1%+333,06013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding4,713,070$269M+54,982Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,917,471$264M1.05%+204,45613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB4,517,468$258M4.58%+375,37413F-HRTimeline
Ally Invest Advisors Inc.4,490,716$256M19.96%-9,50113F-HRTimeline
TFO Wealth Partners, LLC4,424,274$252M44.39%+42,79813F-HRTimeline
State of Tennessee, Department of Treas…4,367,054$249M0.89%-306,76413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,210,359$240M0.43%+689,70313F-HR/ATimelineGroup
Linscomb Wealth, Inc.4,191,473$239M10.98%+31,84813F-HRTimeline
MAI Capital Management4,032,047$230M1.6%+211,47913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,009,275$229M0.41%+325,42313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.4,001,734$228M0.07%-181,36513F-HRTimeline
WIT, LLC3,964,405$226M5.6%-56,52913F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC3,955,066$225M1.62%+794,31813F-HR/ATimelineGroup
BANK OF HAWAII3,830,808$218M11.52%-1,19413F-HRTimeline
Cambridge Investment Research Advisors,…3,806,944$217M0.66%+1,038,60513F-HRTimeline
NEPC LLC3,760,469$214M5.43%+919,66113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,746,357$214M0.47%+422,35513F-HR/ATimelineGroup
Truepoint, Inc.3,708,006$211M5.26%-308,22613F-HRTimeline
Janney Montgomery Scott LLC3,611,618$206M0.54%-45,68713F-HRTimeline
D.A. DAVIDSON & CO.3,605,323$206M1.45%-5,87813F-HRTimeline
Wedmont Private Capital3,577,671$205M8.75%+271,28113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding3,500,386$200M+185,663Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,384,016$193M0.31%-3,289,75713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,342,537$191M0.28%+531,17813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC3,302,906$188M3.08%+959,81913F-HRTimeline
BLB&B Advisors, LLC3,251,331$185M8.66%-26,62513F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV3,220,210$184M4.05%+2,06613F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,174,782$182M0.3%+1,382,83913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,120,846$178M5.19%+56,05413F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC3,080,951$176M2.37%-58,02413F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC3,035,339$173M0.11%-2,381,66613F-HRTimeline
SYNOVUS FINANCIAL CORP2,988,394$170M2.08%+38,43613F-HRTimeline
BLAIR WILLIAM & CO/IL2,956,837$169M0.47%-14,41613F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC2,848,681$162M9.44%+15,91513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,794,752$159M1.15%+345,15013F-HR/ATimelineGroup
Foster Group, Inc.2,741,381$156M5.35%-34,08513F-HRTimeline
Tanglewood Wealth Management, Inc.2,739,624$156M15.4%+642,94413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,707,671$154M5.25%+276,97413F-HRTimelineGroup
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP2,673,330$152M4.62%-592,44013F-HRTimelineGroup
Acropolis Investment Management, LLC2,603,492$148M8.15%-25,78813F-HRTimeline
Johnson Financial Group, LLC2,482,065$142M13.41%+158,52713F-HRTimeline
BOK Financial Private Wealth, Inc.2,279,124$130M8.67%+918,41713F-HRTimeline
Orion Porfolio Solutions, LLC2,256,038$129M1.1%+23,46913F-HR/ATimeline
EASTERN BANK2,211,554$126M2.4%+52,40013F-HRTimeline
OAKWORTH CAPITAL, INC.2,201,201$125M8.09%+254,33613F-HRTimeline
First Financial Bankshares Inc2,162,894$123M2.76%+2,86713F-HRTimeline
Farther Finance Advisors, LLC2,140,323$122M2.44%+1,041,46913F-HRTimeline
Summit Trail Advisors, LLC2,139,798$122M2.09%new13F-HRTimeline
Steele Capital Management, Inc.2,114,289$121M5.78%+26,53413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,104,786$120M0.09%+1,859,66813F-HRTimelineGroup
NewEdge Advisors, LLC2,100,250$120M0.62%+80,87413F-HRTimeline
DAVIS R M INC2,087,843$119M2.21%+180,38013F-HRTimeline
Aptus Capital Advisors, LLC2,065,183$118M1.16%+73,13713F-HRTimeline
NorthCoast Asset Management LLC2,063,162$118M0.5%+96,08313F-HRTimeline
Glenmede Investment Management, LP2,042,402$116M0.59%13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,040,018$116M7.33%+126,36013F-HRTimelineGroup
Hirtle & Co., LLC2,019,031$115M4.36%-222,38413F-HRTimeline
Clark Asset Management, LLC1,991,957$114M15.48%+136,87413F-HRTimeline
Empowered Funds, LLC1,983,512$113M1.28%+27,32413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,949,929$111M0.02%+1,119,77013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC1,944,613$111M7.79%+162,44713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,889,732$108M5.93%+45,27013F-HRTimeline
Robertson Stephens Wealth Management, L…1,842,120$105M3.64%+34,99213F-HRTimeline
Fusion Family Wealth, LLC1,834,811$105M8.84%-18,97413F-HRTimeline
Badgley Phelps Wealth Managers, LLC1,811,109$103M2.29%-25,63013F-HRTimeline
EVOKE WEALTH, LLC1,760,494$100M2.35%+107,46213F-HRTimeline
PDS Planning, Inc1,758,878$100M7.47%+67,39413F-HRTimeline
OLD NATIONAL BANCORP /IN/1,749,308$99.7M1.78%+304,14913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,741,118$99.2M0.11%+909,44913F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,738,251$99.1M0.22%-15,40713F-HR/ATimelineGroup
JOHNSON INVESTMENT COUNSEL INC1,728,951$98.6M0.89%+294,03113F-HRTimeline
DT Investment Partners, LLC1,710,161$97.5M8.76%+145,80913F-HRTimeline
COMERICA BANK1,700,295$96.9M0.38%-36,94613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,692,060$96.5M+77,634Timeline
Litman Gregory Wealth Management LLC1,666,845$95M7.47%-20,44613F-HRTimeline
Cresset Asset Management, LLC1,619,232$92.3M0.46%-17,52913F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB1,580,727$90.1M2.4%+44,32613F-HRTimeline
Pure Financial Advisors, LLC1,568,128$89.4M1.57%-63,57413F-HRTimeline
Arbor Investment Advisors, LLC1,566,146$89.3M11.44%+22,98713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD1,557,137$88.8M0.4%+6,00013F-HRTimelineGroup
TD Waterhouse Canada Inc.1,552,091$88.3M0.63%+267,34213F-HRTimeline
REBALANCE, LLC1,543,270$88M5.98%-210,82813F-HRTimeline
SOFI WEALTH, LLC1,536,797$87.6M5.35%+18,79413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,533,577$87.4M2.29%+47,68313F-HRTimelineGroup
Midwest Trust Co1,454,549$82.9M1.15%13F-HRTimeline
Mountain Capital Investment Advisors In…1,447,923$82.5M15.85%+719,32913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,429,066$81.5M5.38%+38,63013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,422,417$81.1M1.3%+641,79613F-HRTimelineGroup
CHOREO, LLC1,371,357$78.2M1.09%-23,22413F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…1,357,275$77.4M0.72%+665,94513F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC1,350,161$77M0.44%+109,10513F-HRTimelineGroup
WHITTIER TRUST CO1,336,292$76.2M0.92%-37,03513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,325,529$75.6M5.23%+17,26913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,319,839$75.2M1.64%+24,79813F-HRTimeline
CONNABLE OFFICE INC1,318,862$75.2M7.44%-34,43213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA1,294,700$73.8M0.15%new13F-HRTimelineGroup
Waverly Advisors, LLC1,287,178$73.4M0.81%-23,08413F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV1,284,284$73.2M10.19%-18,60613F-HRTimeline
Apella Capital, LLC1,282,443$72.5M1.96%+41,49413F-HRTimeline
Gilbert & Cook, Inc.1,262,916$72M9.73%-22,98313F-HRTimeline
Wallington Asset Management, LLC1,259,181$71.8M10.1%+325,36513F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,252,494$71.4M7.97%+31,34513F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO1,250,000$71.3M2.6%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,248,261$71.2M15.38%-10,23013F-HRTimeline
Atria Investments, Inc1,240,653$70.7M0.84%-60,52713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,234,441$70.4M0.04%+72,82213F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK1,234,193$70.4M0.42%-28,50913F-HRTimelineGroup
PROFFITT & GOODSON INC1,233,662$70.3M10.72%+101,04713F-HRTimeline
LVW Advisors, LLC1,232,520$70.3M7.87%+1,145,76513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,218,939$69.5M0.98%-30,69513F-HRTimeline
Human Investing LLC1,218,237$69.4M10.93%+42,37613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,211,637$69.1M0.36%+501,91813F-HRTimelineGroup
Tanager Wealth Management LLP1,197,908$68.3M8.05%-107,96113F-HRTimeline
Inherent Management Corp.1,171,437$66.8M33.84%+650,00013F-HRTimeline
Beacon Pointe Advisors, LLC1,148,980$65.5M0.68%+11,79213F-HRTimeline
Vision Capital Management, Inc.1,148,795$65.5M8.61%+60,61113F-HRTimeline
Arvest Bank Trust Division1,137,410$64.8M3.78%-10,95413F-HRTimeline
Adventist Health System/ West1,131,440$64.5M9.58%013F-HRTimeline
West Financial Advisors, LLC1,129,493$64.4M11.2%+21,77413F-HRTimeline
WestHill Financial Advisors, Inc.1,123,325$64M13.58%-2,56313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,122,532$64M0.35%+59,78113F-HRTimeline
BOKF, NAin group BOKF, NA1,114,964$63.6M1.03%+73,39813F-HRTimelineGroup
SIGNATUREFD, LLC1,108,580$63.2M1.08%-35,65413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,104,693$63M2.85%-80,13513F-HRTimelineGroup
Legacy Private Trust Co.1,100,230$62.7M4.05%+56,48213F-HRTimeline
Connecticut Wealth Management, LLC1,097,155$62.5M2.98%+12,77613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,083,431$61.8M0.74%+36,73713F-HRTimeline
Compound Planning, Inc.1,070,509$61M2.31%+154,51113F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,066,471$60.8M4.56%+105,32013F-HRTimelineGroup
JFG Wealth Management, LLC1,053,909$60.1M12.57%+47,78013F-HRTimeline
TD Asset Management Inc1,052,664$60M0.05%+119,46013F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co1,045,750$59.6M1.33%+844,05013F-HRTimelineGroup
Pinnacle Financial Partners Inc1,038,845$59.2M1.25%-27,69713F-HRTimeline
Trilogy Capital Inc.1,032,154$58.8M2.86%-2,82013F-HRTimeline
Strategic Investment Advisors / MI1,024,115$58.4M5.68%-12,21713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,015,989$57.9M0.1%-614,85213F-HRTimelineGroup
Klingman & Associates, LLC1,005,173$57.3M3.16%+42,11613F-HRTimeline
McKinley Carter Wealth Services, Inc.999,160$57M3.17%-16,80113F-HRTimeline
Avion Wealth997,292$56.9M12.96%-53,47813F-HR/ATimeline
CENTRAL TRUST Co991,745$56.5M1.3%+113,58913F-HRTimeline
UMB Bank, n.a.990,266$56.5M0.88%-14,10913F-HR/ATimeline