VANGUARD TAX-MANAGED FDS

$VEA
13F holders
2,806
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
1trades
Convergence

Institutional holders

Top 10 of 2,806 · Source: 13F-HR
01
Crestline Management, LP
02
State Farm Mutual Automobile Insurance Co.
03
NorthRock Partners, LLC
04
Evensky & Katz LLC
05
Banyan Capital Management, Inc.
06
Marquette Asset Management, LLC
07
Madison Investment Advisors, LLC
08
Coastwise Capital Group, LLC
09
1834 Investment Advisors Co.
10
Wealthfront Advisers LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 2,806 13F holders · Pro →

Smart Money · top-200 alpha cohort

48 holders · Q1 2026

$VEA is held by 48 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 14.28%, with an average of 1.96% of portfolio. Largest holder: NerdWallet Wealth Partners, LLC at 14.28%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
NerdWallet Wealth Partners, LLC
14.28% NEW
α +11.3pts
02
Echo45 Advisors LLC
12.69% held
α +17.2pts
03
Linscomb Wealth, Inc.
11.11% NEW
α +32.6pts
04
Avant Financial Advisors LLC
8.35% NEW
α +10.5pts
05
Level Financial Advisors
7.41% held
α +30.9pts
06
Interactive Financial Advisors, Inc.
7.12% NEW
α +15.2pts
07
Truepoint, Inc.
4.94% held
α +21.4pts
08
Resolute Advisors LLC
3.85% ↑ +0.9pp
α +53.0pts
09
Seldon Capital LP
3.51% held
α +20.5pts
10
Pacific Financial Group Inc.
3.24% held
α +14.3pts
11
Plum Street Advisors, LLC
3.19% held
α +18.0pts
12
Narus Financial Partners, LLC
2.00% held
α +11.1pts
13
Certior Financial Group, LLC
1.56% NEW
α +11.1pts
14
Wincap Financial LLC
1.51% NEW
α +14.0pts
15
Walkner Condon Financial Advisors LLC
1.23% NEW
α +23.7pts
16
Pittenger & Anderson Inc.
1.16% NEW
α +21.3pts
17
Choate Investment Advisors
0.78% NEW
α +13.8pts
18
Delta Financial Advisors LLC
0.78% NEW
α +18.1pts
19
Motley Fool Wealth Management, LLC
0.72% NEW
α +15.3pts
20
Endeavor Private Wealth, Inc.
0.70% held
α +13.5pts
21
Courier Capital LLC
0.52% NEW
α +14.9pts
22
Principal Securities, Inc.
0.47% held
α +21.3pts
23
RFG Advisory, LLC
0.44% NEW
α +16.2pts
24
Condor Capital Management
0.43% NEW
α +23.6pts
25
Bradley Foster & Sargent INC
0.34% NEW
α +11.1pts
26
Svb Wealth LLC
0.29% held
α +29.6pts
27
Sulzberger Capital Advisors, Inc.
0.24% NEW
α +15.0pts
28
Retirement Investment Advisors, Inc.
0.21% held
α +16.2pts
29
Quantum Financial Planning Services, Inc.
0.17% held
α +28.9pts
30
Venture Visionary Partners LLC
0.12% NEW
α +10.3pts
31
Fulton Bank, N.a.
0.10% NEW
α +23.8pts
32
Impact Partnership Wealth, LLC
0.08% held
α +10.3pts
33
Shufro Rose & Co. LLC
0.07% held
α +32.3pts
34
Focused Wealth Management, Inc
0.06% held
α +19.2pts
35
Fiduciary Alliance LLC
0.06% held
α +16.8pts
36
LM Advisors LLC
0.05% held
α +15.5pts
37
Citigroup Inc.
0.05% held
α +26.3pts
38
Johnson Financial Group, Inc.
0.05% held
α +14.7pts
39
Collier Financial
0.05% held
α +14.2pts
40
Nisa Investment Advisors, LLC
0.05% held
α +16.6pts
41
Wellington Management Group LLP
0.02% held
α +10.5pts
42
GM Advisory Group, LLC
0.02% held
α +16.5pts
43
Costello Asset Management, INC
0.02% held
α +14.3pts
44
Greenwich Wealth Management LLC
0.02% held
α +12.7pts
45
ProVise Management Group, LLC
0.02% held
α +11.2pts
46
Premier Financial Group
0.01% held
α +25.3pts
47
Corsicana & Co.
0.01% held
α +20.0pts
48
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $VEA in the recent window.

Congress trades · last 90 days

7 disclosures · STOCK Act
Senate · Arkansas · Traded Mar 19
BOUGHT
$1K–$15K
Apr 14STOCK
Senate · Arkansas · Traded Nov 21
SOLD
$1K–$15K
Dec 8STOCK
Senate · Arkansas · Traded Nov 6
BOUGHT
$1K–$15K
Dec 8STOCK
House · Kentucky · Traded Sep 26
SOLD
$1K–$15K
Oct 16STOCK
Senate · Arkansas · Traded Aug 1
SOLD
$1K–$15K
Sep 12STOCK
House · Kentucky · Traded Mar 27
SOLD
$1K–$15K
May 1STOCK
Senate · Arkansas · Traded Sep 9
SOLD
$1K–$15K
Oct 18STOCK

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $VEA lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $VEA — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:22 UTC.