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

VANGUARD TAX-MANAGED FDS

3,102 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·3,102 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$79.0B
visible holders
Holders
3,102
filers reporting
Concentration
16.11%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

Vanguard Tax-Managed FTSE Developed Markets ETF (VEA) Q1 2026 institutional ownership is a $137.4B book across 2,797 holders. Bank of America is the largest holder at $12.7B (198.7M shares, -3.0% shares, -$123M); Creative Planning is second at $7.7B (120.4M shares, -1.1%); Envestnet is third at $5.5B (86.1M shares, +11.2%, +$743M); Morgan Stanley is fourth at $5.4B (84.6M shares, -6.5%); Northwestern Mutual is fifth at $4.1B (64.1M shares, +4.3%, +$245M). The Q1 2026 flow was net-trim: Envestnet (+$743M), RBC (+$391M), UBS Group (+$246M), Northern Trust (+$194M), Mariner (+$217M), CAPTRUST (+$187M), Ameriprise (+$130M), Baird (+$120M), and Jasper Ridge (+$118M) were net buyers. Corient Private Wealth cut -$1.3B (-52.4%, from $2.5B to $2.1B) as the largest seller. Bank of America -$123M; Creative Planning -$41M; Morgan Stanley -$231M; Wells Fargo -$83M; Wealthfront +$30M; Goldman Sachs -$39M; SEI Investments -$19M; LPL Financial -$2M; RWA Wealth Partners -$24M. Two new openers: Vanguard Global Advisers ($1.3B, NEW) and TIAA-CREF ($1.3B, NEW). The 75.50 whaleScore reflects AUM. Smart-money-signal read: VEA's Q1 2026 holder picture shows modest net-trimming from RIAs and bank-affiliated managers, with Corient's -52.4% cut the most notable reduction. Envestnet's +$743M add is the strongest conviction signal, likely reflecting algorithm-driven rebalancing. The Vanguard Global Advisers and TIAA-CREF new opens are reporting artifacts from structural changes rather than new allocations. Overall, VEA flows reflect routine ETF rotation with no discrete smart-money signal.

The mega-holders (all with meaningful activity):

  • Bank of America: $12.7B (9.2% of AUM, 198.7M shares, -3.0% shares, -$123M) -- the largest holder, slight trim.
  • Creative Planning: $7.7B (5.6%, 120.4M shares, -1.1%, -$41M) -- second, RIA platform, slight trim.
  • Envestnet Asset Management: $5.5B (4.0%, 86.1M shares, +11.2%, +$743M) -- third, the largest buyer, an RIA-and-platform-allocation firm.
  • Morgan Stanley: $5.4B (3.9%, 84.6M shares, -6.5%, -$231M) -- fourth, reduction.
  • Northwestern Mutual Wealth Management: $4.1B (3.0%, 64.1M shares, +4.3%, +$245M) -- fifth, increase.

Tier 2 ($1-4B): Wells Fargo ($3.9B, -3.4%, -$83M), Wealthfront Advisers ($3.7B, -0.4%), Northern Trust ($3.4B, +4.8%, +$194M), Jones Financial ($3.4B, +3.7%, +$112M), RBC ($3.0B, +14.7%, +$391M), Mercer Global Advisers ($2.3B, +5.0%, +$115M), Mariner ($2.3B, +8.6%, +$217M), Corient Private Wealth ($2.1B, -52.4%, -$1.3B), CAPTRUST ($2.1B, +9.9%, +$187M), UBS Group ($2.0B, +15.0%, +$246M), LPL Financial ($1.8B, -0.3%), Goldman Sachs ($1.7B, -2.4%, -$39M), SEI Investments ($1.6B, -1.2%), Baird ($1.4B, +9.5%, +$120M), Jasper Ridge ($1.4B, +9.7%, +$118M), Ameriprise ($914M, +16.5%, +$130M).

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
Betterment LLC
CIK 0001633901
$8.8B137.9M16.74%Q1 202603
Creative Planning
CIK 0001540235
$7.7B120.4M5.23%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5.5B86.1M1.48%Q1 202605
MORGAN STANLEY
CIK 0000895421
$5.4B84.6M0.33%Q1 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$4.1B64.1M2.53%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3.9B61.4M0.74%Q1 202608
Wealthfront Advisers LLC
CIK 0001763921
$3.7B57.7M8.11%Q1 202609
NORTHERN TRUST CORP
CIK 0000073124· Index
$3.4B53.7M0.45%Q1 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3.4B55.0M1.64%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$3.0B47.3M0.53%Q1 202612
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2.3B35.7M3.39%Q1 202613
Mariner, LLC
CIK 0001373442
$2.3B35.6M2.66%Q1 202614
Corient Private Wealth LLC
CIK 0001948780
$2.1B33.4M2.99%Q1 202615
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$2.1B32.3M3.61%Q1 202616
UBS Group AG
CIK 0001610520
$2.0B30.7M0.29%Q1 202617
LPL Financial LLC
CIK 0001403438
$1.8B27.8M0.47%Q1 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1.7B26.9M0.20%Q1 202619
SEI INVESTMENTS CO
CIK 0000350894
$1.6B24.7M1.46%Q1 202620
Baird Financial Group, Inc.
CIK 0001648711
$1.4B21.5M2.15%Q1 2026
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