Who Owns VANGUARD TAX-MANAGED FDS (VEA)? -- Institutional Holders (2026-06-30)
1,793 institutions reported holding $41.35B of VANGUARD TAX-MANAGED FDS (VEA) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($6.28B), WealthNavi Inc. ($3.53B), COMMONWEALTH EQUITY SERVICES, LLC ($1.19B), Facet Wealth, Inc. ($1.11B), Nicholas Hoffman & Company, LLC. ($926.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $6.28B | 88.1M | Added |
| 2 | WealthNavi Inc. | $3.53B | 49.5M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.19B | 16.7M | Trimmed |
| 4 | Facet Wealth, Inc. | $1.11B | 15.5M | Added |
| 5 | Nicholas Hoffman & Company, LLC. | $926.3M | 13.0M | Added |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $787.6M | 11.1M | Added |
| 7 | Fisher Asset Management, LLC | $680.5M | 9.6M | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $572.0M | 8.0M | Added |
| 9 | COUNTRY TRUST BANK | $541.4M | 7.6M | Added |
| 10 | JMG Financial Group, Ltd. | $445.6M | 6.3M | Trimmed |
| 11 | KEYBANK NATIONAL ASSOCIATION/OH | $441.0M | 6.2M | Trimmed |
| 12 | ASSETMARK, INC | $409.5M | 5.7M | Added |
| 13 | M&T Bank Corp | $400.3M | 5.6M | Trimmed |
| 14 | Modera Wealth Management, LLC | $374.6M | 5.3M | Trimmed |
| 15 | Wedmont Private Capital | $374.3M | 5.3M | Added |
| 16 | Ballentine Partners, LLC | $357.3M | 5.0M | Trimmed |
| 17 | TRUIST FINANCIAL CORP | $301.7M | 4.2M | Added |
| 18 | BRYN MAWR TRUST Co | $285.0M | 4.0M | Trimmed |
| 19 | FARMERS & MERCHANTS INVESTMENTS INC | $267.6M | 3.8M | Added |
| 20 | Linscomb Wealth, Inc. | $265.7M | 3.7M | Trimmed |
| 21 | TD Waterhouse Canada Inc. | $253.8M | 3.6M | Added |
| 22 | D.A. DAVIDSON & CO. | $251.5M | 3.5M | Trimmed |
| 23 | Farther Finance Advisors, LLC | $250.5M | 3.5M | Added |
| 24 | Truepoint, Inc. | $227.2M | 3.2M | Trimmed |
| 25 | Tanglewood Wealth Management, Inc. | $210.5M | 3.0M | Added |
Source: SEC Form 13F filings · as of 2026-06-30