VANGUARD TAX-MANAGED FDS (VEA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,912
Reporting holders
$163.9B
Reported value
0.1%
Held as options
+115
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $14.4B | 201,617,733 | 0.93% | 31q | +1.5%+$209.6M |
| Creative Planning | $8.3B | 116,981,979 | 4.87% | 31q | -2.9%-$244.8M |
| ENVESTNET ASSET MANAGEMENT INC | $6.3B | 88,111,242 | 1.48% | 31q | +2.4%+$145.3M |
| Corient Private Wealth LP | $5.3B | 74,095,177 | 3.38% | 15q | +122.0%+$2.9B |
| MORGAN STANLEY | $5.2B | 73,490,701 | 0.28% | 35q | -13.2%-$792.9M |
| MERCER GLOBAL ADVISORS INC /ADV | $5.2B | 73,079,138 | 3.23% | 30q | +104.5%+$2.7B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.8B | 66,823,471 | 2.54% | 31q | +4.2%+$190.6M |
| Wealthfront Advisers LLC | $4.1B | 58,220,511 | 7.97% | 31q | +0.9%+$38.0M |
| WELLS FARGO & COMPANY/MN | $4.1B | 57,998,723 | 0.67% | 31q | -52.8%-$4.6B |
| JONES FINANCIAL COMPANIES LLLP | $4.0B | 56,820,243 | 1.61% | 31q | +3.3%+$128.6M |
| NORTHERN TRUST CORP | $3.8B | 53,763,923 | 0.45% | 31q | HELD |
| ROYAL BANK OF CANADA | $3.3B | 46,391,963 | 0.49% | 31q | -1.9%-$65.7M |
| Mariner, LLC | $2.6B | 37,068,072 | 2.77% | 31q | +4.2%+$106.9M |
| Jasper Ridge Partners, L.P. | $2.3B | 31,959,908 | 24.28% | 31q | +51.3%+$771.8M |
| GOLDMAN SACHS GROUP INC | $2.3B | 31,653,334 | 0.20% | 31q | +17.6%+$338.1M |
| UBS Group AG | $2.2B | 30,895,904 | 0.28% | 31q | +0.8%+$16.4M |
| CAPTRUST FINANCIAL ADVISORS | $2.2B | 30,587,929 | 3.33% | 31q | -5.4%-$124.1M |
| LPL Financial LLC | $2.0B | 28,400,304 | 0.45% | 31q | +2.2%+$43.1M |
| SEI INVESTMENTS CO | $1.8B | 24,855,847 | 1.56% | 31q | +0.5%+$8.8M |
| Baird Financial Group, Inc. | $1.6B | 22,461,369 | 2.20% | 31q | +4.5%+$69.6M |
| Cerity Partners LLC | $1.5B | 21,440,111 | 1.85% | 31q | +5.0%+$72.5M |
| Vanguard Global Advisers, LLC | $1.5B | 21,202,907 | 0.70% | 2q | +1.1%+$15.8M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.4B | 20,266,641 | 4.97% | 2q | +1.4%+$20.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2B | 16,668,145 | 1.49% | 31q | -0.6%-$7.4M |
| RAYMOND JAMES FINANCIAL INC | $1.2B | 16,278,745 | 0.31% | 7q | +3.8%+$42.2M |
| JPMORGAN CHASE & CO | $1.1B | 15,957,899 | 0.06% | 31q | +2.0%+$22.1M |
| AMERIPRISE FINANCIAL INC | $1.1B | 15,745,161 | 0.23% | 31q | -44.8%-$910.9M |
| Wealthspire Advisors, LLC | $1.1B | 15,662,182 | 6.14% | 31q | +7.5%+$78.3M |
| Facet Wealth, Inc. | $1.1B | 15,511,173 | 15.84% | 23q | +11.2%+$111.0M |
| FMR LLC | $1.1B | 15,510,513 | 0.05% | 31q | HELD |
| RWA WEALTH PARTNERS, LLC | $1.1B | 15,098,458 | 10.30% | 31q | +3.3%+$34.6M |
| Nicholas Hoffman & Company, LLC. | $926.3M | 13,000,607 | 19.55% | 31q | +1.0%+$9.0M |
| Bank of New York Mellon Corp | $919.7M | 12,907,577 | 0.15% | 31q | -2.0%-$19.2M |
| Valmark Advisers, Inc. | $864.0M | 12,125,742 | 9.17% | 31q | HELD |
| Focus Partners Wealth | $849.2M | 11,918,550 | 0.87% | 11q | +43.8%+$258.7M |
| HighTower Advisors, LLC | $828.8M | 11,632,063 | 0.80% | 22q | HELD |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $787.6M | 11,054,365 | 10.35% | 15q | +1.7%+$13.2M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $780.8M | 10,957,948 | 5.78% | 31q | HELD |
| US BANCORP \DE\ | $741.8M | 10,411,578 | 0.81% | 31q | -9.7%-$79.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $730.1M | 10,246,137 | 0.57% | 31q | +3.4%+$24.2M |
| Fisher Asset Management, LLC | $680.5M | 9,551,551 | 0.20% | 31q | HELD |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $672.0M | 9,431,210 | 9.70% | 31q | -1.8%-$12.0M |
| MML INVESTORS SERVICES, LLC | $652.0M | 9,151,096 | 1.33% | 31q | +20.4%+$110.5M |
| SCS Capital Management LLC | $648.9M | 9,107,726 | 6.13% | 31q | -2.1%-$14.0M |
| REGIONS FINANCIAL CORP | $643.4M | 9,030,217 | 3.84% | 31q | +11.0%+$63.7M |
| PNC Financial Services Group, Inc. | $628.2M | 8,817,419 | 0.31% | 31q | +9.1%+$52.2M |
| STIFEL FINANCIAL CORP | $597.2M | 8,382,284 | 0.50% | 31q | +3.7%+$21.5M |
| CIBC Bancorp USA Inc. | $593.0M | 8,337,316 | 0.72% | 2q | +23.1%+$111.3M |
| Cetera Investment Advisers | $580.7M | 8,149,716 | 0.53% | 31q | +5.0%+$27.6M |
| HBK Sorce Advisory LLC | $570.6M | 7,886,050 | 10.82% | 31q | +0.8%+$4.7M |
| Savant Capital, LLC | $559.9M | 8,233,142 | 1.64% | 31q | +116.1%+$300.8M |
| COUNTRY TRUST BANK | $541.4M | 7,598,857 | 9.48% | 31q | +2.7%+$14.3M |
| HUNTINGTON NATIONAL BANK | $529.1M | 7,426,228 | 2.57% | 31q | +1.1%+$6.0M |
| MAI Capital Management | $501.8M | 7,043,460 | 1.89% | 31q | +52.3%+$172.4M |
| WIT, LLC | $479.3M | 6,727,096 | 7.66% | 23q | -1.8%-$8.6M |
| JMG Financial Group, Ltd. | $445.6M | 6,253,672 | 10.76% | 31q | HELD |
| KEYBANK NATIONAL ASSOCIATION/OH | $441.0M | 6,188,985 | 1.45% | 31q | -1.1%-$4.7M |
| OSAIC HOLDINGS, INC. | $422.3M | 5,925,426 | 0.50% | 26q | +19.1%+$67.7M |
| ASSETMARK, INC | $409.5M | 5,747,711 | 0.70% | 31q | +8.4%+$31.8M |
| M&T Bank Corp | $400.3M | 5,618,163 | 1.17% | 31q | -0.7%-$2.8M |
| Pathstone Holdings, LLC | $390.9M | 5,486,055 | 1.14% | 11q | +2.8%+$10.5M |
| ALLIANCEBERNSTEIN L.P. | $386.8M | 6,036,446 | 0.13% | 31q | +2.5%+$9.3M |
| Acropolis Investment Management, LLC | $375.8M | 5,554,629 | 7.85% | 31q | +99.5%+$187.5M |
| Modera Wealth Management, LLC | $374.6M | 5,257,397 | 4.00% | 31q | -1.7%-$6.3M |
| Wedmont Private Capital | $374.3M | 5,272,522 | 10.27% | 19q | +11.2%+$37.7M |
| FIFTH THIRD BANCORP | $362.6M | 5,088,641 | 0.59% | 31q | HELD |
| Beacon Pointe Advisors, LLC | $361.0M | 5,066,216 | 1.68% | 31q | +1.9%+$6.9M |
| Ballentine Partners, LLC | $357.3M | 5,015,310 | 4.37% | 31q | HELD |
| VOYA INVESTMENT MANAGEMENT LLC | $350.8M | 4,923,744 | 0.30% | 21q | HELD |
| Rockefeller Capital Management L.P. | $347.1M | 4,871,595 | 0.53% | 31q | +2.3%+$7.8M |
| WESTWOOD HOLDINGS GROUP INC | $344.7M | 4,837,702 | 2.60% | 31q | HELD |
| Fiduciary Trust Co | $338.9M | 4,756,065 | 3.69% | 31q | HELD |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $328.4M | 4,609,141 | 2.46% | 4q | -3.2%-$11.0M |
| Ally Invest Advisors Inc. | $325.3M | 4,566,227 | 19.64% | 31q | HELD |
| BlackRock, Inc. | $317.8M | 4,460,771 | 0.00% | 8q | +9.7%+$28.1M |
| BRIDGES INVESTMENT MANAGEMENT INC | $317.3M | 4,453,914 | 3.86% | 31q | +0.5%+$1.7M |
| VANGUARD ADVISERS INC | $311.6M | 4,372,783 | 1.06% | 2q | +9.6%+$27.3M |
| NEPC LLC | $306.3M | 4,298,995 | 5.72% | 25q | -4.2%-$13.4M |
| BLAIR WILLIAM & CO/IL | $305.7M | 4,291,023 | 0.80% | 31q | +11.1%+$30.6M |
| TRUIST FINANCIAL CORP | $301.7M | 4,234,171 | 0.36% | 31q | +3.0%+$8.8M |
| TFO Wealth Partners, LLC | $301.6M | 4,233,276 | 32.81% | 6q | -1.4%-$4.3M |
| Pinnacle Financial Partners, Inc. | $290.8M | 4,082,103 | 1.98% | 3q | +3.1%+$8.9M |
| Wilmington Savings Fund Society, FSB | $285.0M | 3,999,723 | 6.36% | 35q | -2.5%-$7.3M |
| State of Tennessee, Department of Treasury | $283.5M | 3,979,237 | 0.84% | 31q | -5.8%-$17.4M |
| FARMERS & MERCHANTS INVESTMENTS INC | $267.6M | 3,755,844 | 6.48% | 31q | +2.9%+$7.6M |
| Linscomb Wealth, Inc. | $265.7M | 3,728,468 | 11.51% | 31q | -4.3%-$12.0M |
| BLB&B Advisors, LLC | $254.8M | 3,576,217 | 9.33% | 31q | +1.8%+$4.5M |
| TD Waterhouse Canada Inc. | $253.8M | 3,603,602 | 0.67% | 19q | +7.2%+$17.0M |
| D.A. DAVIDSON & CO. | $251.5M | 3,530,275 | 1.39% | 31q | -1.2%-$3.0M |
| Farther Finance Advisors, LLC | $250.5M | 3,516,435 | 1.96% | 15q | +9.2%+$21.2M |
| Johnson Financial Group, LLC | $240.8M | 3,379,862 | 12.97% | 31q | -7.5%-$19.6M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $230.5M | 3,235,751 | 2.89% | 21q | +25.9%+$47.4M |
| VICTORY CAPITAL MANAGEMENT INC | $227.4M | 3,191,494 | 0.13% | 31q | -6.4%-$15.6M |
| Truepoint, Inc. | $227.2M | 3,188,877 | 4.74% | 31q | -7.7%-$19.0M |
| BANK OF MONTREAL /CAN/ | $220.7M | 3,097,927 | 0.07% | 31q | -34.4%-$115.6M |
| Tanglewood Wealth Management, Inc. | $210.5M | 2,953,730 | 17.90% | 19q | +1.4%+$2.9M |
| Freestone Capital Holdings, LLC | $208.5M | 2,926,097 | 5.41% | 31q | -0.8%-$1.6M |
| Robertson Stephens Wealth Management, LLC | $207.9M | 2,917,758 | 5.12% | 31q | +9.3%+$17.7M |
| Foster Group, Inc. | $205.5M | 2,884,528 | 5.46% | 23q | +1.8%+$3.6M |
| Orion Porfolio Solutions, LLC | $203.7M | 2,859,219 | 1.56% | 31q | +18.3%+$31.5M |
Showing the largest 100 of 2,994 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,912 | $163.9B | 2,301,799,041 | 168 | 1,240 | 835 | 0.1% |
| Q1 2026 | 2,797 | $144.7B | 2,257,989,792 | 163 | 1,218 | 841 | 0.1% |
| Q4 2025 | 2,732 | $136.2B | 2,185,131,422 | 131 | 1,222 | 668 | 0.0% |
| Q3 2025 | 2,487 | $123.0B | 2,052,822,342 | 111 | 1,073 | 670 | 0.0% |
| Q2 2025 | 2,441 | $114.9B | 2,017,225,584 | 164 | 1,049 | 764 | 0.0% |
| Q1 2025 | 2,354 | $99.0B | 1,945,604,214 | 147 | 959 | 791 | 0.0% |
| Q4 2024 | 2,282 | $91.1B | 1,905,651,907 | 89 | 1,058 | 562 | 0.0% |
| Q3 2024 | 2,085 | $97.4B | 1,847,430,271 | 104 | 852 | 649 | 0.0% |
| Q2 2024 | 2,040 | $91.7B | 1,855,848,778 | 95 | 905 | 638 | 0.0% |
| Q1 2024 | 2,017 | $96.1B | 1,916,020,024 | 105 | 889 | 635 | 0.0% |
| Q4 2023 | 1,986 | $81.0B | 1,696,008,990 | 114 | 771 | 613 | 0.0% |
| Q3 2023 | 1,790 | $74.2B | 1,695,545,518 | 61 | 832 | 534 | 0.0% |
| Q2 2023 | 1,777 | $75.6B | 1,640,368,254 | 86 | 753 | 585 | 0.0% |
| Q1 2023 | 1,694 | $73.0B | 1,634,684,471 | 97 | 683 | 570 | 0.0% |
| Q4 2022 | 1,573 | $63.9B | 1,518,556,752 | 122 | 594 | 543 | 0.0% |
| Q3 2022 | 1,722 | $65.1B | 1,775,918,731 | 79 | 758 | 591 | 0.0% |
| Q2 2022 | 1,763 | $70.1B | 1,716,060,133 | 86 | 812 | 587 | 0.0% |
| Q1 2022 | 1,820 | $81.2B | 1,693,820,355 | 88 | 869 | 527 | 0.0% |
| Q4 2021 | 1,814 | $83.6B | 1,639,713,086 | 104 | 862 | 357 | 0.0% |
| Q3 2021 | 1,566 | $76.8B | 1,524,577,923 | 69 | 759 | 391 | 0.0% |
| Q2 2021 | 1,556 | $77.1B | 1,509,332,358 | 84 | 756 | 393 | 0.0% |
| Q1 2021 | 1,518 | $71.5B | 1,456,569,969 | 93 | 678 | 432 | 0.0% |
| Q4 2020 | 1,469 | $67.5B | 1,428,907,901 | 97 | 566 | 429 | 0.1% |
| Q3 2020 | 1,299 | $57.2B | 1,398,426,276 | 84 | 492 | 459 | 0.0% |
| Q2 2020 | 1,262 | $53.5B | 1,380,626,690 | 81 | 408 | 592 | 0.0% |
| Q1 2020 | 1,258 | $47.4B | 1,433,122,754 | 83 | 459 | 558 | 0.0% |
| Q4 2019 | 1,353 | $60.8B | 1,380,036,133 | 73 | 497 | 384 | 0.0% |
| Q3 2019 | 1,194 | $55.1B | 1,339,564,353 | 43 | 457 | 427 | 0.0% |
| Q2 2019 | 1,200 | $55.9B | 1,345,982,016 | 66 | 492 | 407 | 0.0% |
| Q1 2019 | 1,191 | $54.2B | 1,325,217,877 | 86 | 427 | 449 | 0.0% |
| Q4 2018 | 1,153 | $48.8B | 1,308,774,900 | 9 | 21 | 28 | 0.0% |