PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 56 filers reported holding VANGUARD TAX MANAGED INTL FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$855,703
-5.3%
19,5720.0%0.08%
-3.6%
Q2 2023$903,851
+1.4%
19,572
-0.8%
0.08%
-2.3%
Q1 2023$891,220
+7.3%
19,730
-0.3%
0.09%
+2.4%
Q4 2022$830,517
+15.8%
19,788
+0.3%
0.08%
+6.3%
Q3 2022$717,000
-11.3%
19,731
-0.3%
0.08%
-10.2%
Q2 2022$808,000
-15.0%
19,7930.0%0.09%
-2.2%
Q1 2022$951,000
-5.9%
19,7930.0%0.09%
-9.1%
Q4 2021$1,011,000
+2.3%
19,793
+1.1%
0.10%
-2.9%
Q3 2021$988,000
-2.1%
19,5770.0%0.10%
-1.9%
Q2 2021$1,009,000
-31.9%
19,577
-35.1%
0.10%
-42.9%
Q1 2021$1,481,000
+2.7%
30,161
-1.3%
0.18%
-7.6%
Q4 2020$1,442,000
-0.3%
30,551
-13.6%
0.20%
-12.8%
Q3 2020$1,446,000
+8.5%
35,352
+2.8%
0.23%
+3.7%
Q2 2020$1,333,000
+30.0%
34,377
+6.9%
0.22%
+7.4%
Q1 2020$1,025,000
-16.4%
32,172
+15.6%
0.20%
+1.0%
Q4 2019$1,226,000
-3.9%
27,824
-10.4%
0.20%
-10.3%
Q3 2019$1,276,000
-16.6%
31,056
-15.0%
0.22%
-20.0%
Q2 2019$1,530,000
-1.0%
36,520
-2.2%
0.28%
-5.1%
Q1 2019$1,546,000
+8.0%
37,338
-3.2%
0.30%
-3.6%
Q4 2018$1,431,000
-42.1%
38,582
-32.3%
0.31%
-39.9%
Q3 2018$2,472,000
+3.0%
56,983
+0.8%
0.51%
+0.4%
Q2 2018$2,400,000
-4.5%
56,545
-1.0%
0.51%
-7.0%
Q1 2018$2,513,000
-11.8%
57,111
-7.5%
0.54%
-9.3%
Q4 2017$2,849,000
+5.5%
61,719
-0.8%
0.60%
+1.7%
Q3 2017$2,701,000
+3.1%
62,212
+0.3%
0.59%
-1.3%
Q2 2017$2,621,000
+15.5%
62,015
+6.3%
0.60%
+8.9%
Q1 2017$2,270,000
+2.1%
58,365
-1.2%
0.55%
-1.1%
Q4 2016$2,223,000
+18.0%
59,103
+14.4%
0.56%
+11.0%
Q3 2016$1,884,000
+4.0%
51,649
+2.5%
0.50%
+3.3%
Q2 2016$1,811,000
+1.9%
50,376
+0.6%
0.48%
-1.6%
Q1 2016$1,777,000
+4.3%
50,085
+0.4%
0.49%
-4.3%
Q4 2015$1,703,000
-2.1%
49,874
+6.4%
0.52%
+1.6%
Q3 2015$1,739,000
+3.1%
46,886
+13.1%
0.51%
+8.8%
Q2 2015$1,687,000
+11.4%
41,469
+12.4%
0.47%
+12.3%
Q1 2015$1,515,000
+18.5%
36,889
+6.2%
0.42%
+13.4%
Q4 2014$1,279,000
-1.1%
34,721
+0.5%
0.37%
-6.4%
Q3 2014$1,293,000
-13.2%
34,536
-2.7%
0.39%
-12.1%
Q2 2014$1,490,000
-1.6%
35,477
-2.8%
0.44%
-6.5%
Q1 2014$1,514,000
-1.9%
36,499
-3.1%
0.48%
-7.0%
Q4 2013$1,544,000
+2.2%
37,672
-1.2%
0.51%
-4.3%
Q3 2013$1,511,000
-6.0%
38,136
-11.1%
0.54%
-8.5%
Q2 2013$1,608,00042,8760.58%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 2023
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