UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,149 filers reported holding VANGUARD TAX MANAGED INTL FD in Q4 2018. The put-call ratio across all filers is 0.38 and the average weighting 1.9%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$27,329,179
-43.0%
625,096
-39.8%
0.18%
-31.7%
Q2 2023$47,985,809
-0.3%
1,039,104
-2.5%
0.26%
-2.6%
Q1 2023$48,119,400
+6.8%
1,065,296
-0.7%
0.27%
+6.3%
Q4 2022$45,045,160
+17.3%
1,073,270
+1.6%
0.25%
+11.5%
Q3 2022$38,401,000
-11.1%
1,056,122
-0.3%
0.23%
-4.2%
Q2 2022$43,219,000
-17.4%
1,059,278
-2.8%
0.24%
-6.7%
Q1 2022$52,349,000
-9.3%
1,089,927
-3.6%
0.25%
-4.5%
Q4 2021$57,737,000
+0.6%
1,130,776
-0.5%
0.27%
-7.3%
Q3 2021$57,369,000
-4.4%
1,136,241
-2.4%
0.29%
-5.0%
Q2 2021$60,009,000
+7.9%
1,164,763
+2.8%
0.30%
-1.9%
Q1 2021$55,632,000
+3.7%
1,132,806
-0.3%
0.31%
-4.6%
Q4 2020$53,665,000
+8.1%
1,136,724
-6.4%
0.32%
-0.3%
Q3 2020$49,658,000
+3.8%
1,214,120
-1.6%
0.32%
-6.9%
Q2 2020$47,860,000
+10.1%
1,233,817
-5.3%
0.35%
-3.1%
Q1 2020$43,458,000
-26.3%
1,303,480
-2.6%
0.36%
-5.5%
Q4 2019$58,950,000
+4.4%
1,337,959
-2.6%
0.38%
-3.8%
Q3 2019$56,442,000
-12.3%
1,373,965
-11.0%
0.40%
-6.2%
Q2 2019$64,370,000
+9.1%
1,543,263
+6.9%
0.42%
+1.4%
Q1 2019$59,008,000
+3.5%
1,443,803
-6.1%
0.42%
-8.4%
Q4 2018$57,026,000
-9.8%
1,537,101
+5.2%
0.45%
+1.8%
Q3 2018$63,253,000
+0.4%
1,461,815
-0.5%
0.44%
-5.3%
Q2 2018$63,027,000
-0.5%
1,469,164
+2.6%
0.47%
-2.7%
Q1 2018$63,354,000
+6.4%
1,431,730
+7.9%
0.48%
+2.8%
Q4 2017$59,544,000
+4.8%
1,327,332
+1.4%
0.47%
-2.5%
Q3 2017$56,831,000
+6.7%
1,309,162
+1.6%
0.48%
+1.0%
Q2 2017$53,241,000
+3.3%
1,288,497
-1.8%
0.48%
-0.6%
Q1 2017$51,564,000
+3.7%
1,312,049
-3.6%
0.48%
-0.6%
Q4 2016$49,709,000
-1.6%
1,360,411
+0.8%
0.48%
-1.4%
Q3 2016$50,494,000
+9.7%
1,349,740
+2.6%
0.49%
+4.5%
Q2 2016$46,049,000
-1.9%
1,315,686
+0.6%
0.47%
-9.3%
Q1 2016$46,919,000
-6.2%
1,307,661
-4.0%
0.52%
-10.1%
Q4 2015$49,996,000
+12.5%
1,361,550
+9.2%
0.58%
+7.9%
Q3 2015$44,425,000
-1.2%
1,246,502
+9.9%
0.53%
+2.3%
Q2 2015$44,959,000
-0.8%
1,133,894
+3.5%
0.52%
-6.0%
Q1 2015$45,318,000
-36.0%
1,095,435
-41.4%
0.55%
+4.1%
Q4 2014$70,826,000
+504.5%
1,869,726
+534.3%
0.53%
+162.1%
Q3 2014$11,716,000
+113.5%
294,751
+128.7%
0.20%
+99.0%
Q2 2014$5,488,000
+57.5%
128,865
+52.6%
0.10%
+37.8%
Q1 2014$3,484,000
+1310.5%
84,425
+1326.1%
0.07%
+825.0%
Q4 2013$247,0005,9200.01%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 2018
NameSharesValueWeighting ↓
Hillview Capital Advisors, LLC 449,622$19,455,00075.22%
KALEIDOSCOPE CAPITAL LP 683,133$29,559,00044.39%
SCS Capital Management LLC 18,458,602$798,704,00027.24%
Wind River Trust Co 1,460,283$63,186,00026.04%
VPR Management LLC 1,238,562$53,593,00025.74%
Jasper Ridge Partners, L.P. 10,414,881$450,652,00024.69%
DeGreen Capital Management LLC 1,112,174$48,123,00022.58%
Omnia Family Wealth, LLC 1,123,053$48,772,00022.34%
McCutchen Group LLC 1,539,739$66,868,00021.76%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 3,940,352$170,499,00021.19%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders