Apriem Advisors - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 669 filers reported holding VANGUARD TAX MANAGED INTL FD in Q3 2016. The put-call ratio across all filers is 0.90 and the average weighting 1.9%.

Quarter-by-quarter ownership
Apriem Advisors ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$26,860,779
+2.4%
614,382
+8.2%
3.94%
+0.1%
Q2 2023$26,220,529
+9.1%
567,790
+6.7%
3.93%
+2.2%
Q1 2023$24,036,114
+28.6%
532,126
+19.5%
3.85%
+18.7%
Q4 2022$18,695,627
+32.5%
445,452
+14.8%
3.24%
+27.4%
Q3 2022$14,106,000
+6460.9%
387,957
+8575.2%
2.54%
+7846.9%
Q1 2022$215,000
-6.5%
4,472
-0.8%
0.03%
-3.0%
Q4 2021$230,000
+0.9%
4,509
-0.1%
0.03%0.0%
Q3 2021$228,000
-2.1%
4,5130.0%0.03%
-5.7%
Q2 2021$233,000
+5.0%
4,5130.0%0.04%
+2.9%
Q1 2021$222,000
+1.4%
4,513
-2.9%
0.03%
-12.8%
Q4 2020$219,000
+68.5%
4,647
+53.3%
0.04%
+34.5%
Q2 2018$130,000
-38.4%
3,032
-35.4%
0.03%
-44.2%
Q4 2017$211,000
+379.5%
4,695
+319.2%
0.05%
+333.3%
Q1 2017$44,000
+7.3%
1,1200.0%0.01%0.0%
Q4 2016$41,000
-28.1%
1,120
-26.0%
0.01%
-29.4%
Q3 2016$57,000
+850.0%
1,514
+785.4%
0.02%
+750.0%
Q1 2016$6,000
-91.8%
171
-91.4%
0.00%
-92.3%
Q4 2015$73,000
-31.8%
2,000
-33.3%
0.03%
-35.0%
Q3 2015$107,000
+568.8%
3,000
+651.9%
0.04%
+566.7%
Q1 2015$16,000
+6.7%
3990.0%0.01%0.0%
Q4 2014$15,0003990.01%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q3 2016
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 2,342,944$112,532,00067.81%
TFO Wealth Partners, LLC 4,742,175$227,767,00045.13%
SCHRODERS IS Ltd 3,320,725$159,494,00035.01%
Ebor Charitable Trust 247,686$11,896,00032.22%
Claremont Financial Group, Inc. 149,581$7,107,00030.37%
WealthNavi Inc. 30,793,255$1,479,000,00027.81%
Hernani LP 2,313,836$111,134,00024.28%
MBB PUBLIC MARKETS I LLC 23,267,403$1,117,533,00023.00%
SOFI WEALTH, LLC 2,718,844$130,586,00019.81%
Cliffwater LLC 1,545,497$74,230,00019.47%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders