# VANGUARD TAX-MANAGED FDS (VEA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VEA/

- Reporting holders: 181
- Reported value: $2.8B
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $406.9M | 5,824,638 | 9.7% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $287.5M | 4,071,099 | 2.0% | 16 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $181.8M | 2,575,255 | 2.8% | 20 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $156.2M | 2,212,542 | 6.3% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $112.9M | 1,607,247 | 1.4% | 26 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $104.7M | 1,482,965 | 2.8% | 32 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $83.1M | 1,176,580 | 6.9% | 26 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $81.1M | 1,148,916 | 4.4% | 32 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $74.7M | 1,057,699 | 5.4% | 32 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $60.9M | 862,689 | 4.8% | 28 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $56.8M | 803,966 | 4.9% | 32 |
| [Whitcomb & Hess, Inc.](https://holderbook.com/funds/1813577-whitcomb-hess-inc/) | $56.4M | 798,473 | 12.1% | 22 |
| [Attessa Capital LLC](https://holderbook.com/funds/2020560-attessa-capital-llc/) | $49.2M | 696,154 | 21.1% | 8 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $45.9M | 649,613 | 3.5% | 24 |
| [GP Brinson Investments LLC](https://holderbook.com/funds/1860928-gp-brinson-investments-llc/) | $45.5M | 643,764 | 19.4% | 23 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $44.2M | 626,462 | 7.2% | 20 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $42.3M | 598,587 | 0.9% | 32 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $39.9M | 565,376 | 1.1% | 22 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $36.5M | 516,490 | 2.6% | 31 |
| [CYPRESS FINANCIAL PLANNING LLC](https://holderbook.com/funds/1937021-cypress-financial-planning-llc/) | $34.3M | 486,271 | 9.2% | 18 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $33.5M | 474,485 | 0.8% | 32 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $28.2M | 399,440 | 0.8% | 16 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $26.4M | 374,265 | 8.0% | 12 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $25.4M | 360,296 | 10.2% | 19 |
| [Echo45 Advisors LLC](https://holderbook.com/funds/1908617-echo45-advisors-llc/) | $24.8M | 351,516 | 11.3% | 20 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 181 | $2.8B |
| Q2 2026 | 3,012 | $187.0B |
| Q1 2026 | 2,890 | $158.8B |
| Q4 2025 | 2,830 | $149.6B |
| Q3 2025 | 2,577 | $138.5B |
| Q2 2025 | 2,553 | $128.6B |
| Q1 2025 | 2,476 | $111.2B |
| Q4 2024 | 2,411 | $121.3B |
| Q3 2024 | 2,211 | $110.0B |
| Q2 2024 | 2,163 | $103.8B |
| Q1 2024 | 2,159 | $108.5B |
| Q4 2023 | 2,133 | $92.4B |