Sigma Planning Corp - 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
Sigma Planning Corp ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$6,523,396
-9.7%
149,208
-4.6%
0.24%
-5.4%
Q2 2023$7,224,732
-3.1%
156,447
-5.2%
0.26%
+4.4%
Q1 2023$7,455,153
+15.3%
165,046
+7.1%
0.25%
+7.4%
Q4 2022$6,464,770
+27.0%
154,033
+10.0%
0.23%
+19.1%
Q3 2022$5,091,000
-7.8%
140,013
+3.4%
0.19%
+1.0%
Q2 2022$5,524,000
-13.0%
135,394
+2.4%
0.19%
+1.1%
Q1 2022$6,349,000
-5.8%
132,192
+0.2%
0.19%
+1.1%
Q4 2021$6,739,000
+18.6%
131,979
+17.3%
0.19%
+9.9%
Q3 2021$5,680,000
+9.7%
112,503
+11.9%
0.17%
+11.0%
Q2 2021$5,180,000
+18.2%
100,551
+12.7%
0.15%
+10.0%
Q1 2021$4,382,000
+9.2%
89,222
+5.0%
0.14%
+2.9%
Q4 2020$4,011,000
-21.1%
84,966
-31.6%
0.14%
-32.3%
Q3 2020$5,082,000
+9.9%
124,256
+4.2%
0.20%
-1.0%
Q2 2020$4,624,000
+5.6%
119,194
-9.2%
0.20%
-21.9%
Q1 2020$4,377,000
-30.9%
131,295
-8.7%
0.26%
-2.6%
Q4 2019$6,338,000
+17.6%
143,854
+9.7%
0.27%
+3.1%
Q3 2019$5,389,000
-6.2%
131,193
-4.8%
0.26%
-12.5%
Q2 2019$5,747,000
+34.2%
137,773
+31.5%
0.30%
+21.8%
Q1 2019$4,283,000
+3.0%
104,806
-6.5%
0.24%
-19.5%
Q4 2018$4,158,000
-4.9%
112,086
+10.9%
0.30%
+17.5%
Q3 2018$4,374,000
-1.3%
101,087
-2.1%
0.26%
-13.5%
Q2 2018$4,430,000
+4.5%
103,251
+7.8%
0.30%
-4.2%
Q1 2018$4,239,000
+15.9%
95,796
+17.5%
0.31%
+9.9%
Q4 2017$3,659,000
+2.1%
81,559
-1.2%
0.28%
-4.7%
Q3 2017$3,585,000
+7.8%
82,575
+2.6%
0.30%
-5.1%
Q2 2017$3,325,000
+12.0%
80,470
+6.5%
0.31%
+8.7%
Q1 2017$2,968,000
+0.6%
75,524
-6.5%
0.29%
-10.9%
Q4 2016$2,950,000
+30.5%
80,746
+33.6%
0.32%
+20.1%
Q3 2016$2,261,000
+13.6%
60,441
+7.4%
0.27%
+3.5%
Q2 2016$1,990,000
+1.5%
56,279
+3.0%
0.26%
-3.4%
Q1 2016$1,960,000
-2.0%
54,619
+0.2%
0.27%
-4.3%
Q4 2015$2,001,000
+62.4%
54,488
+57.7%
0.28%
+43.6%
Q3 2015$1,232,000
-24.5%
34,559
-16.0%
0.20%
-13.3%
Q2 2015$1,632,000
+11.5%
41,157
+12.0%
0.22%
+16.0%
Q1 2015$1,464,000
+90.6%
36,762
+81.3%
0.19%
+90.2%
Q4 2014$768,00020,2730.10%
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