VEA — Vanguard Tax-Managed Fds Institutional Holders · Q3 2026

Name: Who Owns VEA? 187 Institutions Hold $2.83B (Q3 2026)
Creator: ko.io

Who owns Vanguard Tax-Managed Fds (VEA)? 187 institutions reported holding $2.83B in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Wedmont Private Capital ($406.9M), Farther Finance Advisors, LLC ($287.5M), Eastern Bank ($181.8M).

Rank	Institution	Value	Shares	Change
1	Wedmont Private Capital	$406.9M	5.8M	Added
2	Farther Finance Advisors, LLC	$287.5M	4.1M	Added
3	EASTERN BANK	$181.8M	2.6M	Added
4	Acropolis Investment Management, LLC	$156.2M	2.2M	Trimmed
5	Apella Capital, LLC	$112.9M	1.6M	Trimmed
6	MassMutual Private Wealth & Trust, FSB	$104.7M	1.5M	Trimmed
7	MOODY NATIONAL BANK TRUST DIVISION	$83.1M	1.2M	Added
8	Legacy Private Trust Co.	$81.1M	1.1M	Added
9	KWMG, LLC	$74.7M	1.1M	Added
10	Heartwood Wealth Advisors LLC	$60.9M	862,689	Trimmed
11	Trust Co	$56.8M	803,966	Added
12	Whitcomb & Hess, Inc.	$56.4M	798,473	Added
13	Matrix Trust Co	$52.5M	743,918	Trimmed
14	Attessa Capital LLC	$49.2M	696,154	Added
15	Galvin, Gaustad & Stein, LLC	$45.9M	649,613	Added
16	GP Brinson Investments LLC	$45.5M	643,764	Trimmed
17	Conrad Siegel Investment Advisors, Inc.	$44.2M	626,462	Added
18	Valeo Financial Advisors, LLC	$42.3M	598,587	Added
19	Avidian Wealth Enterprises, LLC	$39.9M	565,376	Trimmed
20	TOMPKINS FINANCIAL CORP	$36.5M	516,490	Added
21	CYPRESS FINANCIAL PLANNING LLC	$34.3M	486,271	Trimmed
22	SigFig Wealth Management, LLC	$33.5M	474,485	Trimmed
23	PARK NATIONAL CORP /OH/	$28.2M	399,440	Added
24	BURKETT FINANCIAL SERVICES, LLC	$26.4M	374,265	Added
25	Aletheian Wealth Advisors LLC	$25.4M	360,296	Added

Source: SEC Form 13F filings · as of 2026-09-30