VANGUARD TAX-MANAGED FDS (VEA)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
181
Reporting holders
$2.8B
Reported value
0.0%
Calls
0.0%
Puts
-2,831
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Wedmont Private Capital | $406.9M | 5,824,638 | 9.73% | 20q | +10.5%+$38.6M |
| Farther Finance Advisors, LLC | $287.5M | 4,071,099 | 2.03% | 16q | +15.8%+$39.2M |
| EASTERN BANK | $181.8M | 2,575,255 | 2.76% | 20q | +0.8%+$1.5M |
| Acropolis Investment Management, LLC | $156.2M | 2,212,542 | 6.28% | 32q | -60.2%-$236.0M |
| Apella Capital, LLC | $112.9M | 1,607,247 | 1.43% | 26q | -6.4%-$7.8M |
| MassMutual Private Wealth & Trust, FSB | $104.7M | 1,482,965 | 2.76% | 32q | -2.7%-$2.9M |
| MOODY NATIONAL BANK TRUST DIVISION | $83.1M | 1,176,580 | 6.86% | 26q | +7.9%+$6.1M |
| Legacy Private Trust Co. | $81.1M | 1,148,916 | 4.44% | 32q | +1.9%+$1.5M |
| KWMG, LLC | $74.7M | 1,057,699 | 5.38% | 32q | +3.5%+$2.5M |
| Heartwood Wealth Advisors LLC | $60.9M | 862,689 | 4.81% | 28q | HELD |
| Trust Co | $56.8M | 803,966 | 4.94% | 32q | +1.0%+$538.4K |
| Whitcomb & Hess, Inc. | $56.4M | 798,473 | 12.08% | 22q | +0.8%+$448.6K |
| Attessa Capital LLC | $49.2M | 696,154 | 21.09% | 8q | +5.4%+$2.5M |
| Galvin, Gaustad & Stein, LLC | $45.9M | 649,613 | 3.45% | 24q | +0.5%+$247.4K |
| GP Brinson Investments LLC | $45.5M | 643,764 | 19.42% | 23q | -17.2%-$9.5M |
| Conrad Siegel Investment Advisors, Inc. | $44.2M | 626,462 | 7.16% | 20q | +1.9%+$815.6K |
| Valeo Financial Advisors, LLC | $42.3M | 598,587 | 0.89% | 32q | +3.5%+$1.4M |
| Avidian Wealth Enterprises, LLC | $39.9M | 565,376 | 1.11% | 22q | -1.7%-$699.9K |
| TOMPKINS FINANCIAL CORP | $36.5M | 516,490 | 2.57% | 31q | +2.0%+$707.3K |
| CYPRESS FINANCIAL PLANNING LLC | $34.3M | 486,271 | 9.19% | 18q | -0.8%-$289.3K |
| SigFig Wealth Management, LLC | $33.5M | 474,485 | 0.84% | 32q | HELD |
| PARK NATIONAL CORP /OH/ | $28.2M | 399,440 | 0.77% | 16q | +89.7%+$13.3M |
| BURKETT FINANCIAL SERVICES, LLC | $26.4M | 374,265 | 7.97% | 12q | HELD |
| Aletheian Wealth Advisors LLC | $25.4M | 360,296 | 10.21% | 19q | +4.2%+$1.0M |
| Echo45 Advisors LLC | $24.8M | 351,516 | 11.31% | 20q | HELD |
| Coastline Trust Co | $23.9M | 337,792 | 2.22% | 32q | +3.2%+$739.6K |
| Vilga Financial Planning LLC | $23.6M | 334,906 | 14.11% | 2q | +0.9%+$206.5K |
| Kearns & Associates LLC | $23.2M | 328,777 | 10.67% | 20q | HELD |
| ATMOS ADVISORY, LLC | $22.7M | 321,626 | 12.09% | 20q | +0.5%+$116.4K |
| Marathon Mission, Inc. | $22.2M | 313,945 | 11.18% | 14q | +0.9%+$190.6K |
| CoreCap Advisors, LLC | $21.1M | 299,043 | 0.61% | 9q | +1.0%+$209.4K |
| Green Ridge Wealth Planning LLC | $20.2M | 285,552 | 8.09% | 4q | +5.0%+$961.8K |
| RIVERSEDGE ADVISORS, LLC | $19.0M | 268,475 | 2.33% | 30q | HELD |
| Hiley Hunt Wealth Management | $18.1M | 256,008 | 7.02% | 12q | +2.2%+$384.4K |
| CENTRAL BANK & TRUST CO | $17.4M | 247,003 | 2.49% | 26q | HELD |
| Kaydan Wealth Management, Inc. | $16.1M | 227,604 | 5.52% | 7q | -49.0%-$15.5M |
| Horizons Wealth Management | $15.1M | 214,408 | 9.44% | 17q | +0.9%+$131.3K |
| Retirement Wealth Solutions LLC | $15.1M | 213,390 | 7.96% | 8q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $14.5M | 205,477 | 0.17% | 3q | +3.0%+$420.8K |
| Frisco Financial Planning LLC | $13.9M | 197,054 | 10.83% | 8q | -2.3%-$329.0K |
| First Heartland Consultants, Inc. | $13.3M | 188,796 | 0.89% | 32q | -3.1%-$424.4K |
| PFW Advisors LLC | $13.3M | 188,593 | 3.95% | 14q | HELD |
| Grove Bank & Trust | $13.0M | 184,403 | 1.29% | 32q | +1.5%+$190.4K |
| WALLER FINANCIAL PLANNING GROUP, INC | $11.1M | 156,500 | 2.24% | 32q | HELD |
| Roth Financial Partners LLC | $10.8M | 152,923 | 3.23% | 24q | -1.1%-$125.8K |
| Rosenberg Matthew Hamilton | $10.7M | 151,998 | 1.92% | 27q | -1.2%-$129.1K |
| Emprise Bank | $9.7M | 137,704 | 3.72% | 11q | -2.4%-$235.5K |
| OxenFree Capital LLC | $9.7M | 135,769 | 4.17% | 3q | +5.0%+$458.2K |
| Midwest Financial Partners Investments, Inc. | $9.5M | 134,015 | 3.64% | 4q | +28.7%+$2.1M |
| Veery Capital, LLC | $8.9M | 126,007 | 2.37% | 24q | +1.9%+$165.2K |
| STEPH & CO | $8.7M | 123,832 | 2.23% | 28q | -1.4%-$120.6K |
| ECLECTIC ASSOCIATES INC /ADV | $8.7M | 123,415 | 0.97% | 24q | HELD |
| Graves Light Lenhart Wealth, Inc. | $7.9M | 111,457 | 0.74% | 32q | HELD |
| Strong Retirement Solutions LLC | $7.2M | 101,854 | 4.04% | 4q | -14.5%-$1.2M |
| Bank of New Hampshire | $7.1M | 100,405 | 1.53% | 22q | -1.8%-$133.1K |
| Adelphi Trust Co | $7.1M | 99,975 | 4.65% | 4q | +4.1%+$278.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $6.7M | 94,881 | 0.43% | 11q | +7.6%+$473.1K |
| FC Advisory LLC | $6.6M | 93,199 | 1.72% | 25q | +2.8%+$177.9K |
| SAPIENT CAPITAL LLC | $6.5M | 91,722 | 0.09% | 12q | -45.8%-$5.5M |
| Whitaker-Myers Wealth Managers, LTD. | $6.4M | 91,127 | 1.05% | 5q | -16.3%-$1.3M |
| Trinity Financial Advisors LLC | $5.8M | 82,628 | 1.50% | 24q | -5.0%-$309.8K |
| Peterson Wealth Advisors, LLC | $5.7M | 80,171 | 0.66% | 25q | -3.5%-$202.7K |
| BOS Asset Management, LLC | $5.2M | 74,246 | 1.22% | 16q | -1.0%-$52.7K |
| Venture Visionary Partners LLC | $5.2M | 73,491 | 0.14% | 24q | +29.2%+$1.2M |
| Sincerus Advisory, LLC | $5.1M | 72,554 | 3.34% | 8q | +3.5%+$171.2K |
| Pathway Financial Advisors LLC | $5.0M | 70,764 | 0.55% | 31q | +44.9%+$1.5M |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $4.5M | 64,245 | 3.03% | 12q | -2.3%-$108.3K |
| Bath Savings Trust Co | $4.4M | 62,220 | 0.45% | 24q | +1.9%+$80.7K |
| Monument Capital Management | $4.3M | 60,678 | 0.89% | 26q | -1.2%-$52.2K |
| ROCKLAND TRUST CO | $4.2M | 59,026 | 0.16% | 5q | -1.6%-$66.2K |
| General Partner, Inc. | $3.9M | 55,579 | 2.10% | 16q | HELD |
| Montecito Bank & Trust | $3.9M | 55,095 | 0.59% | 31q | +1.5%+$59.2K |
| CogentBlue Wealth Advisors, LLC | $3.9M | 54,729 | 3.59% | 8q | -5.3%-$215.7K |
| ELEVATION WEALTH PARTNERS, LLC | $3.9M | 54,717 | 1.09% | 15q | +1.8%+$67.9K |
| COLLECTIVE FAMILY OFFICE LLC | $3.8M | 53,710 | 0.78% | 24q | -1.9%-$72.1K |
| RTD Financial Advisors, Inc. | $3.6M | 51,222 | 0.40% | 20q | -1.5%-$53.5K |
| Arbor Wealth Advisors LLC | $3.4M | 48,376 | 2.13% | 12q | +3.7%+$122.9K |
| INSPIRION WEALTH ADVISORS, LLC | $3.4M | 47,834 | 0.38% | 32q | +0.5%+$17.8K |
| Adirondack Capital Advisors, LLC | $3.0M | 42,957 | 1.57% | 4q | +4.0%+$117.1K |
| Gridiron Partners, LLC | $2.9M | 40,444 | 1.43% | 12q | +49.5%+$945.9K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $2.8M | 39,653 | 0.19% | 8q | +83.7%+$1.3M |
| Sherry Group, Inc. | $2.8M | 39,032 | 2.58% | 4q | HELD |
| DAVIDSON TRUST CO | $2.7M | 38,398 | 1.07% | 28q | HELD |
| Exchange Bank | $2.6M | 36,624 | 1.60% | 14q | +17.3%+$381.4K |
| GAMMA Investing LLC | $2.3M | 32,704 | 0.08% | 12q | +1.7%+$39.4K |
| Everhart Financial Group, Inc. | $2.2M | 31,786 | 0.14% | 24q | +1.9%+$41.4K |
| Bangor Savings Bank | $2.2M | 31,508 | 0.17% | 32q | -21.4%-$605.4K |
| McNaughton Wealth Management, LLC | $2.2M | 31,100 | 0.77% | 28q | +6.6%+$135.4K |
| Breakwater Capital Group | $2.1M | 29,878 | 0.25% | 16q | HELD |
| Sunburst Financial Group, LLC | $2.0M | 28,799 | 0.32% | 20q | HELD |
| Seven Bridges Advisors LLC | $2.0M | 28,245 | 0.90% | 2q | HELD |
| HALL LAURIE J TRUSTEE | $1.9M | 26,669 | 0.60% | 30q | HELD |
| Capital Advisors Wealth Management, LLC | $1.7M | 24,221 | 0.19% | 23q | +0.8%+$13.7K |
| Hardin Capital Partners, LLC | $1.7M | 23,955 | 0.83% | 10q | HELD |
| Prosperity Planning, Inc. | $1.7M | 23,678 | 0.37% | 19q | HELD |
| CHAPIN DAVIS, INC. | $1.6M | 22,346 | 0.30% | 16q | +4.7%+$71.4K |
| Vann Equity Management LLC | $1.5M | 21,735 | 0.91% | 3q | HELD |
| KFA Private Wealth Group, LLC | $1.5M | 21,109 | 0.35% | 13q | +14.8%+$192.3K |
| MKD WEALTH COACHES, LLC | $1.5M | 20,609 | 1.20% | 2q | +17.5%+$216.8K |
| Pioneer Wealth Management Group | $1.4M | 20,263 | 0.34% | 15q | +1.3%+$18.8K |
Showing the largest 100 of 184 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 181 | $2.8B | 39,309,681 | 4 | 70 | 46 | 0.0% |
| Q2 2026 | 3,012 | $187.0B | 2,624,717,627 | 171 | 1,292 | 862 | 0.1% |
| Q1 2026 | 2,890 | $158.8B | 2,477,567,914 | 168 | 1,257 | 866 | 0.1% |
| Q4 2025 | 2,830 | $149.6B | 2,399,942,831 | 135 | 1,264 | 695 | 0.0% |
| Q3 2025 | 2,577 | $138.5B | 2,288,961,069 | 116 | 1,114 | 691 | 0.0% |
| Q2 2025 | 2,553 | $128.6B | 2,257,725,832 | 167 | 1,095 | 796 | 0.0% |
| Q1 2025 | 2,476 | $111.2B | 2,186,311,952 | 160 | 1,007 | 827 | 0.0% |
| Q4 2024 | 2,411 | $121.3B | 2,530,848,774 | 101 | 1,112 | 593 | 0.0% |
| Q3 2024 | 2,211 | $110.0B | 2,087,115,286 | 118 | 894 | 687 | 0.0% |
| Q2 2024 | 2,163 | $103.8B | 2,104,346,896 | 102 | 963 | 672 | 0.0% |
| Q1 2024 | 2,159 | $108.5B | 2,161,897,155 | 113 | 948 | 679 | 0.0% |
| Q4 2023 | 2,133 | $92.4B | 1,935,290,417 | 120 | 833 | 664 | 0.0% |
| Q3 2023 | 1,939 | $100.1B | 2,287,715,327 | 79 | 889 | 573 | 0.0% |
| Q2 2023 | 1,937 | $87.5B | 1,898,358,473 | 90 | 830 | 624 | 0.0% |
| Q1 2023 | 1,884 | $85.7B | 1,915,281,541 | 111 | 758 | 628 | 0.0% |
| Q4 2022 | 1,855 | $84.1B | 1,998,400,575 | 142 | 711 | 632 | 0.0% |
| Q3 2022 | 1,725 | $65.1B | 1,776,608,918 | 79 | 759 | 593 | 0.0% |
| Q2 2022 | 1,766 | $70.1B | 1,716,756,572 | 86 | 813 | 587 | 0.0% |
| Q1 2022 | 1,823 | $81.2B | 1,694,500,707 | 88 | 870 | 528 | 0.0% |
| Q4 2021 | 1,817 | $83.6B | 1,640,392,717 | 104 | 863 | 357 | 0.0% |
| Q3 2021 | 1,567 | $76.8B | 1,525,109,189 | 69 | 760 | 391 | 0.0% |
| Q2 2021 | 1,557 | $77.1B | 1,509,842,863 | 84 | 757 | 393 | 0.0% |
| Q1 2021 | 1,519 | $71.5B | 1,457,074,181 | 93 | 679 | 432 | 0.0% |
| Q4 2020 | 1,470 | $67.5B | 1,429,405,470 | 97 | 567 | 429 | 0.1% |
| Q3 2020 | 1,300 | $57.2B | 1,398,897,806 | 84 | 493 | 459 | 0.0% |
| Q2 2020 | 1,263 | $53.5B | 1,381,058,380 | 82 | 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% |