13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
VEA

VANGUARD TAX-MANAGED FDS

3,069 institutions still hold VANGUARD TAX-MANAGED FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921943858·Exchange Traded Fund·3,069 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.4%
vs prior quarter
13F value held
$71.5B
46.0% inst. owned
of float
Holders
3,069
-70 QoQ
filers reporting
Activity
+26 / −61
+890 added · −876 reduced
this quarter
Concentration
17.80%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

3,069 institutions reported VEA in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 17.8% of the visible book. -70 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$12.7B198.7M0.93%Q1 202602
Creative Planning
CIK 0001540235
$7.7B120.4M5.23%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5.5B86.1M1.48%Q1 202604
MORGAN STANLEY
CIK 0000895421
$5.4B84.6M0.33%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$4.1B64.1M2.53%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3.9B61.4M0.74%Q1 202607
Wealthfront Advisers LLC
CIK 0001763921
$3.7B57.7M8.11%Q1 202608
NORTHERN TRUST CORP
CIK 0000073124· Index
$3.4B53.7M0.45%Q1 202609
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3.4B55.0M1.64%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$3.0B47.3M0.53%Q1 202611
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2.3B35.7M3.39%Q1 202612
Mariner, LLC
CIK 0001373442
$2.3B35.6M2.66%Q1 202613
Corient Private Wealth LLC
CIK 0001948780
$2.1B33.4M2.99%Q1 202614
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$2.1B32.3M3.61%Q1 202615
UBS Group AG
CIK 0001610520
$2.0B30.7M0.29%Q1 202616
LPL Financial LLC
CIK 0001403438
$1.8B27.8M0.47%Q1 202617
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1.7B26.9M0.20%Q1 202618
SEI INVESTMENTS CO
CIK 0000350894
$1.6B24.7M1.46%Q1 202619
Baird Financial Group, Inc.
CIK 0001648711
$1.4B21.5M2.15%Q1 202620
Jasper Ridge Partners, L.P.
CIK 0001453381
$1.4B21.1M30.13%Q1 2026
Page 1 of 154
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