WELCH & FORBES LLC - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 641 filers reported holding VANGUARD TAX MANAGED INTL FD in Q2 2016. The put-call ratio across all filers is 3.78 and the average weighting 2.0%.

Quarter-by-quarter ownership
WELCH & FORBES LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$35,859,841
-1.8%
820,216
+3.8%
0.59%
+3.0%
Q2 2023$36,505,629
+4.3%
790,507
+2.0%
0.58%
-2.9%
Q1 2023$34,990,180
+12.1%
774,633
+4.1%
0.59%
+5.9%
Q4 2022$31,224,427
+52.5%
743,970
+32.1%
0.56%
+40.0%
Q3 2022$20,474,000
-4.4%
563,081
+7.3%
0.40%
+2.0%
Q2 2022$21,409,000
-9.3%
524,712
+6.8%
0.39%
+5.4%
Q1 2022$23,603,000
-1.0%
491,419
+5.3%
0.37%
+4.2%
Q4 2021$23,832,000
+7.9%
466,734
+6.7%
0.36%
-2.7%
Q3 2021$22,089,000
+13.5%
437,486
+15.8%
0.37%
+11.6%
Q2 2021$19,465,000
+11.0%
377,810
+5.8%
0.33%
+1.5%
Q1 2021$17,542,000
+16.7%
357,199
+12.2%
0.32%
+10.2%
Q4 2020$15,035,000
+17.0%
318,484
+1.4%
0.29%
+6.1%
Q3 2020$12,845,000
+9.6%
314,067
+3.9%
0.28%
+0.7%
Q2 2020$11,723,000
+20.2%
302,222
+3.3%
0.28%
+1.1%
Q1 2020$9,750,000
-5.2%
292,452
+25.2%
0.27%
+18.8%
Q4 2019$10,288,000
+1.5%
233,507
-5.4%
0.23%
-5.4%
Q3 2019$10,135,000
-3.4%
246,710
-1.9%
0.24%
-5.1%
Q2 2019$10,492,000
-4.3%
251,544
-6.3%
0.26%
-7.3%
Q1 2019$10,967,000
+6.3%
268,350
-3.5%
0.28%
-5.5%
Q4 2018$10,313,000
-18.5%
277,981
-5.0%
0.29%
-3.6%
Q3 2018$12,655,000
-0.7%
292,461
-1.5%
0.30%
-8.2%
Q2 2018$12,742,000
-2.4%
297,006
+0.6%
0.33%
-2.4%
Q1 2018$13,059,000
-0.1%
295,095
+1.3%
0.34%
-3.4%
Q4 2017$13,068,000
+12.8%
291,281
+9.1%
0.35%
+14.4%
Q3 2017$11,588,000
+12.9%
266,935
+7.4%
0.30%
+6.3%
Q2 2017$10,267,000
+13.4%
248,467
+7.9%
0.29%
+10.8%
Q1 2017$9,050,000
+31.1%
230,277
+21.9%
0.26%
+25.1%
Q4 2016$6,904,000
+25.0%
188,917
+28.0%
0.21%
+8.4%
Q3 2016$5,521,000
+7.2%
147,591
+1.4%
0.19%
+21.7%
Q2 2016$5,149,000
+32.6%
145,614
+34.5%
0.16%
+29.8%
Q1 2016$3,884,000
+7.0%
108,282
+9.5%
0.12%
+4.3%
Q4 2015$3,629,000
+18.0%
98,849
+14.6%
0.12%
+12.6%
Q3 2015$3,075,000
-3.8%
86,272
+7.0%
0.10%
+4.0%
Q2 2015$3,196,000
+3.8%
80,605
+4.3%
0.10%
+7.6%
Q1 2015$3,078,000
+13.5%
77,285
+8.0%
0.09%
+15.0%
Q4 2014$2,711,000
-4.4%
71,542
+0.3%
0.08%
-8.0%
Q3 2014$2,836,000
-5.8%
71,347
+0.9%
0.09%
-8.4%
Q2 2014$3,012,000
+2.6%
70,717
-0.6%
0.10%
+2.2%
Q1 2014$2,936,000
+502.9%
71,157
+510.2%
0.09%
+520.0%
Q4 2013$487,000
+71.5%
11,662
+62.5%
0.02%
+50.0%
Q3 2013$284,000
+12.3%
7,175
+1.1%
0.01%
+11.1%
Q2 2013$253,0007,1000.01%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q2 2016
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