BOSTON FAMILY OFFICE LLC - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,281 filers reported holding VANGUARD TAX MANAGED INTL FD in Q3 2020. The put-call ratio across all filers is 0.91 and the average weighting 1.7%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$2,672
-7.5%
61,113
-2.3%
0.22%
-0.9%
Q2 2023$2,890
+11.6%
62,579
+9.2%
0.22%
+6.2%
Q1 2023$2,590
+7.6%
57,326
-0.0%
0.21%
+4.0%
Q4 2022$2,407
-99.9%
57,343
-1.7%
0.20%
+5.8%
Q3 2022$2,122,000
-22.5%
58,362
-13.0%
0.19%
-17.5%
Q2 2022$2,738,000
-19.1%
67,118
-4.7%
0.23%
-5.0%
Q1 2022$3,384,000
-5.8%
70,462
+0.2%
0.24%
+3.0%
Q4 2021$3,592,000
+8.5%
70,356
+7.3%
0.23%
-2.5%
Q3 2021$3,311,000
-3.5%
65,575
-1.5%
0.24%
-2.0%
Q2 2021$3,431,000
+0.2%
66,595
-4.5%
0.24%
-4.7%
Q1 2021$3,425,000
+0.2%
69,761
-3.7%
0.26%
-2.3%
Q4 2020$3,418,000
+14.7%
72,406
-0.6%
0.26%
-2.6%
Q3 2020$2,979,000
+7.0%
72,827
+1.4%
0.27%
-0.4%
Q2 2020$2,785,000
+104.6%
71,797
+75.9%
0.27%
+68.3%
Q1 2020$1,361,000
-26.0%
40,808
-2.3%
0.16%
-8.0%
Q4 2019$1,840,000
+7.6%
41,751
+0.3%
0.18%
-1.1%
Q3 2019$1,710,000
-7.2%
41,626
-5.8%
0.18%
-7.3%
Q2 2019$1,843,000
+2.0%
44,196
-0.0%
0.19%
-2.1%
Q1 2019$1,807,000
+9.0%
44,216
-1.0%
0.20%
-5.3%
Q4 2018$1,658,000
-16.6%
44,681
-2.8%
0.21%
-1.4%
Q3 2018$1,988,000
-5.6%
45,947
-6.4%
0.21%
-12.2%
Q2 2018$2,106,000
-3.4%
49,096
-0.4%
0.24%
-4.4%
Q1 2018$2,181,000
-2.2%
49,296
-0.8%
0.25%
+1.6%
Q4 2017$2,230,000
+4.6%
49,713
+1.2%
0.24%
+1.2%
Q3 2017$2,132,000
+13.8%
49,121
+8.3%
0.24%
+9.0%
Q2 2017$1,873,000
-4.1%
45,336
-8.8%
0.22%
-7.5%
Q1 2017$1,954,000
+4.8%
49,730
-2.6%
0.24%
-0.8%
Q4 2016$1,865,000
-14.8%
51,035
-12.8%
0.24%
-14.8%
Q3 2016$2,190,000
+3.4%
58,552
-2.2%
0.28%
+3.6%
Q2 2016$2,118,000
-19.1%
59,891
-17.9%
0.27%
-20.6%
Q1 2016$2,617,000
-26.4%
72,934
-24.7%
0.34%
-29.2%
Q4 2015$3,556,000
-21.3%
96,839
-23.7%
0.49%
-22.7%
Q3 2015$4,521,000
-11.5%
126,859
-1.6%
0.63%
-1.9%
Q2 2015$5,111,000
+11.1%
128,894
+11.6%
0.64%
+12.4%
Q1 2015$4,602,000
+4.4%
115,544
-0.7%
0.57%
+4.0%
Q4 2014$4,407,000
-2.9%
116,334
+1.9%
0.55%
-6.0%
Q3 2014$4,540,000
-6.0%
114,204
+0.7%
0.58%
-4.7%
Q2 2014$4,830,000
-48.4%
113,399
-50.0%
0.61%
-1.6%
Q1 2014$9,360,000
+98.3%
226,798
+100.3%
0.62%0.0%
Q4 2013$4,720,000
+3.9%
113,249
-1.3%
0.62%
-3.6%
Q3 2013$4,542,000
+9.5%
114,766
-1.5%
0.65%
+2.5%
Q2 2013$4,147,000116,4860.63%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q3 2020
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 1,883,769$82,358,38199.98%
TFO Wealth Partners, LLC 4,597,175$212,297,54844.37%
Ebor Charitable Trust 253,047$11,063,21533.31%
WealthNavi Inc. 39,205,089$1,714,04627.77%
Sterling Group Wealth Management, LLC 666,438$29,136,65727.57%
Jasper Ridge Partners, L.P. 10,088,323$441,061,46620.70%
PACK Private Wealth, LLC 640,272$27,557,30720.57%
SOFI WEALTH, LLC 3,709,839$162,194,17519.78%
Ally Invest Advisors Inc. 3,706,759$162,059,51918.95%
GP Brinson Investments LLC 547,920$23,955,06218.31%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders