OPTIMUM INVESTMENT ADVISORS - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,537 filers reported holding VANGUARD TAX MANAGED INTL FD in Q3 2021. The put-call ratio across all filers is 0.63 and the average weighting 1.7%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q4 2023$454,016
+15.1%
9,478
+5.1%
0.23%
+12.9%
Q3 2023$394,451
-2.8%
9,022
+2.7%
0.20%
+1.5%
Q2 2023$405,876
+5.0%
8,789
+2.7%
0.20%
-2.0%
Q1 2023$386,416
+7.1%
8,555
-0.5%
0.20%
+4.1%
Q4 2022$360,809
+19.1%
8,597
+3.3%
0.20%
+19.6%
Q3 2022$303,000
-9.8%
8,326
+1.0%
0.16%
-3.0%
Q2 2022$336,000
-15.2%
8,241
-0.0%
0.17%
+0.6%
Q1 2022$396,000
-11.8%
8,245
-6.2%
0.17%
-4.6%
Q4 2021$449,000
-9.8%
8,787
-11.0%
0.18%
-16.7%
Q3 2021$498,000
-2.7%
9,869
-0.6%
0.21%
+31.2%
Q2 2021$512,000
+18.0%
9,930
+12.4%
0.16%
+26.0%
Q1 2021$434,000
+0.5%
8,838
-3.4%
0.13%
-3.1%
Q4 2020$432,000
+20.7%
9,153
+4.6%
0.13%
+9.2%
Q3 2020$358,0000.0%8,752
-5.2%
0.12%
-4.0%
Q2 2020$358,000
+12.6%
9,228
-3.4%
0.12%
-3.8%
Q1 2020$318,000
-41.5%
9,552
-22.7%
0.13%
-19.3%
Q4 2019$544,000
+8.6%
12,352
+1.2%
0.16%
+1.9%
Q3 2019$501,000
+4.6%
12,200
+6.3%
0.16%
+1.9%
Q2 2019$479,000
-1.0%
11,476
-3.2%
0.16%
-2.5%
Q1 2019$484,000
+6.6%
11,854
-3.1%
0.16%
+1.9%
Q4 2018$454,000
-11.8%
12,238
+2.7%
0.16%
+9.9%
Q3 2018$515,000
-7.0%
11,911
-7.8%
0.14%
-11.2%
Q2 2018$554,000
+13.5%
12,914
+17.2%
0.16%
+11.9%
Q1 2018$488,000
+13.5%
11,022
+14.9%
0.14%
+4.4%
Q4 2017$430,000
+53.0%
9,595
+48.5%
0.14%
+45.7%
Q3 2017$281,000
+7.7%
6,463
+2.2%
0.09%
+4.4%
Q2 2017$261,000
+944.0%
6,326
+890.0%
0.09%
+1025.0%
Q1 2015$25,000
-13.8%
639
-16.8%
0.01%
-11.1%
Q4 2014$29,000
-3.3%
7680.0%0.01%
-10.0%
Q3 2014$30,000
-9.1%
7680.0%0.01%
-9.1%
Q2 2014$33,000
+200.0%
768
+200.0%
0.01%
+175.0%
Q1 2014$11,0000.0%2560.0%0.00%0.0%
Q4 2013$11,000
+10.0%
2560.0%0.00%0.0%
Q3 2013$10,0002560.00%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q3 2021
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 2,373,285$119,827,00080.66%
SCHRODERS IS Ltd 5,021,060$253,513,00077.10%
TFO Wealth Partners, LLC 4,842,156$244,480,00048.32%
Ebor Charitable Trust 335,626$16,946,00031.70%
WealthNavi Inc. 26,980,196$1,362,230,00028.03%
Standard Family Office LLC 1,474,136$74,429,00021.59%
Cliffwater LLC 1,595,538$80,559,00021.14%
GP Brinson Investments LLC 541,082$27,319,00020.68%
Ally Invest Advisors Inc. 2,956,521$149,275,00018.78%
Aufman Associates Inc 445,784$22,508,00018.51%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders