APPLETON PARTNERS INC/MA - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 794 filers reported holding VANGUARD TAX MANAGED INTL FD in Q1 2017. The put-call ratio across all filers is 0.67 and the average weighting 2.0%.

Quarter-by-quarter ownership
APPLETON PARTNERS INC/MA ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q4 2023$2,804
+9.5%
58,542
-0.1%
0.23%
-0.9%
Q3 2023$2,561
-3.2%
58,574
+2.2%
0.23%
+2.2%
Q2 2023$2,646
+1.2%
57,294
-1.0%
0.22%
-4.3%
Q1 2023$2,615
+7.4%
57,890
-0.2%
0.23%
+0.9%
Q4 2022$2,435
-99.9%
58,020
+2.6%
0.23%
+12.1%
Q3 2022$2,057,000
-12.1%
56,560
-1.4%
0.21%
-6.8%
Q2 2022$2,341,000
-12.8%
57,368
+2.7%
0.22%
+0.9%
Q1 2022$2,684,000
+7.7%
55,879
+14.5%
0.22%
+16.5%
Q4 2021$2,491,000
-1.0%
48,792
-2.1%
0.19%
-10.5%
Q3 2021$2,516,000
-4.2%
49,825
-2.2%
0.21%
-6.2%
Q2 2021$2,626,000
-2.5%
50,970
-7.1%
0.22%
-10.4%
Q1 2021$2,694,000
+1.9%
54,865
-2.0%
0.25%
-3.8%
Q4 2020$2,644,000
+7.0%
56,000
-7.4%
0.26%
-4.8%
Q3 2020$2,472,000
+3.6%
60,444
-1.7%
0.27%
-4.5%
Q2 2020$2,386,000
+5.5%
61,512
-9.3%
0.29%
-8.6%
Q1 2020$2,262,000
-26.8%
67,846
-3.2%
0.31%
-7.7%
Q4 2019$3,089,000
+7.1%
70,119
-0.1%
0.34%
-2.6%
Q3 2019$2,884,000
-5.8%
70,197
-4.4%
0.35%
-7.9%
Q2 2019$3,062,000
-5.9%
73,402
-7.8%
0.38%
-12.3%
Q1 2019$3,254,000
-25.9%
79,612
-21.6%
0.43%
-34.5%
Q4 2018$4,392,0000.0%101,4930.0%0.66%
+12.5%
Q3 2018$4,392,000
-16.8%
101,493
-17.5%
0.58%
-22.6%
Q2 2018$5,278,000
-10.8%
123,030
-8.0%
0.76%
-15.8%
Q1 2018$5,920,000
-15.8%
133,777
-14.7%
0.90%
-17.7%
Q4 2017$7,032,000
-4.1%
156,762
-7.2%
1.09%
-11.7%
Q3 2017$7,330,000
+13.2%
168,848
+7.7%
1.24%
+13.4%
Q2 2017$6,477,000
+20.2%
156,746
+14.3%
1.09%
+9.8%
Q1 2017$5,389,000137,1370.99%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q1 2017
NameSharesValueWeighting ↓
YALE UNIVERSITY 4,406,986$239,252,00082.03%
Michael & Susan Dell Foundation 2,601,770$134,043,00073.37%
TFO Wealth Partners, LLC 4,842,305$251,170,00049.67%
Ebor Charitable Trust 335,626$17,291,00032.06%
WealthNavi Inc. 23,430,398$1,207,134,00027.75%
Cliffwater LLC 1,618,088$83,364,00021.96%
Hernani Holdings LLC 1,968,966$101,441,00021.82%
GP Brinson Investments LLC 541,082$27,877,00019.78%
Ally Invest Advisors Inc. 2,659,419$137,013,00018.94%
Wind River Trust Co 997,281$51,380,00018.70%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders