GOULD ASSET MANAGEMENT LLC /CA/ - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,446 filers reported holding VANGUARD TAX MANAGED INTL FD in Q4 2020. The put-call ratio across all filers is 0.43 and the average weighting 1.7%.

Quarter-by-quarter ownership
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$6,713,250
-6.5%
153,551
-1.2%
1.90%
-5.4%
Q2 2023$7,178,034
+4.8%
155,436
+2.5%
2.00%
+2.7%
Q1 2023$6,850,076
+8.2%
151,651
+0.5%
1.95%
+2.5%
Q4 2022$6,332,895
+24.5%
150,891
+7.9%
1.90%
+10.3%
Q3 2022$5,085,000
-18.8%
139,851
-8.9%
1.73%
-14.3%
Q2 2022$6,262,000
+18.8%
153,492
+39.8%
2.01%
+33.3%
Q1 2022$5,273,000
-7.2%
109,776
-1.3%
1.51%
-5.1%
Q4 2021$5,681,000
+10.3%
111,271
+9.1%
1.59%
+0.2%
Q3 2021$5,151,000
+19.7%
102,021
+22.1%
1.59%
+29.8%
Q2 2021$4,304,000
-5.3%
83,541
-9.7%
1.22%
-11.8%
Q1 2021$4,544,000
+18.3%
92,532
+13.7%
1.39%
+18.5%
Q4 2020$3,842,000
+10.0%
81,382
-4.7%
1.17%
-0.8%
Q3 2020$3,493,000
+5.3%
85,412
-0.2%
1.18%
+1.4%
Q2 2020$3,318,000
+14.1%
85,547
-2.0%
1.16%
+4.9%
Q1 2020$2,909,000
-35.4%
87,255
-14.6%
1.11%
-25.9%
Q4 2019$4,503,000
-5.8%
102,205
-12.1%
1.50%
-11.5%
Q3 2019$4,778,000
-6.9%
116,315
-5.5%
1.69%
-8.8%
Q2 2019$5,134,000
+7.9%
123,095
+5.7%
1.85%
+4.1%
Q1 2019$4,760,000
+11.7%
116,465
+1.4%
1.78%
+0.5%
Q4 2018$4,261,000
-21.0%
114,865
-7.8%
1.77%
-17.7%
Q3 2018$5,391,000
+5.9%
124,594
+5.0%
2.15%
-2.1%
Q2 2018$5,090,000
+10.2%
118,649
+13.7%
2.20%
+8.6%
Q1 2018$4,617,000
+46.4%
104,343
+48.5%
2.02%
+48.0%
Q4 2017$3,153,000
-0.5%
70,278
-3.7%
1.37%
-4.0%
Q3 2017$3,169,000
+9.6%
72,993
+4.3%
1.42%
+2.2%
Q2 2017$2,891,000
+6.3%
69,958
+1.1%
1.40%
+2.1%
Q1 2017$2,720,000
+9.5%
69,214
+1.8%
1.37%
+7.2%
Q4 2016$2,484,000
-17.8%
67,990
-15.8%
1.27%
-21.8%
Q3 2016$3,021,000
+18.4%
80,745
+11.9%
1.63%
+19.2%
Q2 2016$2,551,000
+9.2%
72,155
+10.8%
1.37%
+8.6%
Q1 2016$2,336,000
+15.0%
65,095
+17.6%
1.26%
+15.6%
Q4 2015$2,032,000
+5.1%
55,330
+2.0%
1.09%
+0.9%
Q3 2015$1,934,000
+15.9%
54,260
+29.0%
1.08%
+27.7%
Q2 2015$1,668,00042,0750.84%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 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