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Who Owns VANGUARD TAX-MANAGED FDS (VEA)? -- Institutional Holders (2026-06-30)

3,062 institutions reported holding $172.26B of VANGUARD TAX-MANAGED FDS (VEA) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($14.37B), Betterment LLC ($9.88B), Creative Planning ($8.33B), ENVESTNET ASSET MANAGEMENT INC ($6.28B), MORGAN STANLEY ($5.24B). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$14.37B201.6MAdded
2Betterment LLC$9.88B138.7MAdded
3Creative Planning$8.33B117.0MTrimmed
4ENVESTNET ASSET MANAGEMENT INC$6.28B88.1MAdded
5MORGAN STANLEY$5.24B73.5MTrimmed
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.76B66.8MAdded
7Wealthfront Advisers LLC$4.15B58.2MAdded
8WELLS FARGO & COMPANY/MN$4.13B58.0MTrimmed
9JONES FINANCIAL COMPANIES LLLP$4.01B56.8MAdded
10NORTHERN TRUST CORP$3.83B53.8MAdded
11WealthNavi Inc.$3.53B49.5MAdded
12Royal Bank of Canada$3.31B46.4MTrimmed
13Mariner, LLC$2.64B37.1MAdded
14Corient Private Wealth LLC$2.64B37.0MAdded
15MERCER GLOBAL ADVISORS INC /ADV$2.60B36.6MAdded
16GOLDMAN SACHS GROUP INC$2.26B31.7MAdded
17UBS Group AG$2.20B30.9MAdded
18CAPTRUST FINANCIAL ADVISORS$2.18B30.6MTrimmed
19LPL Financial LLC$2.02B28.4MAdded
20VANGUARD GROUP INC$1.85B25.9MAdded
21SEI INVESTMENTS CO$1.77B24.9MAdded
22Baird Financial Group, Inc.$1.60B22.5MAdded
23Cerity Partners LLC$1.53B21.4MAdded
24TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$1.44B20.3MAdded
25COMMONWEALTH EQUITY SERVICES, LLC$1.19B16.7MTrimmed

Source: SEC Form 13F filings · as of 2026-06-30