Homrich & Berg - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 635 filers reported holding VANGUARD TAX MANAGED INTL FD in Q4 2015. The put-call ratio across all filers is 0.76 and the average weighting 2.1%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2021$7,866,000
+11.1%
155,796
+13.4%
0.18%
+6.7%
Q2 2021$7,080,000
+4.6%
137,422
-0.3%
0.16%
-5.7%
Q1 2021$6,771,000
+2.1%
137,881
-1.8%
0.18%
-6.9%
Q4 2020$6,629,000
+266.0%
140,421
+217.1%
0.19%
+203.2%
Q3 2020$1,811,000
+13.8%
44,287
+7.9%
0.06%
-3.1%
Q2 2020$1,592,000
+58.1%
41,039
+35.8%
0.06%
+12.3%
Q1 2020$1,007,000
-30.3%
30,210
-7.9%
0.06%
-14.9%
Q4 2019$1,445,000
+11.2%
32,807
+3.6%
0.07%0.0%
Q3 2019$1,300,000
-8.0%
31,657
-6.5%
0.07%
-10.7%
Q2 2019$1,413,000
-9.6%
33,872
-11.4%
0.08%
-7.4%
Q1 2019$1,563,000
-42.4%
38,247
-47.7%
0.08%
-49.4%
Q4 2018$2,713,000
-57.0%
73,139
-49.9%
0.16%
-58.0%
Q3 2018$6,314,000
+191.5%
145,917
+189.0%
0.38%
+142.7%
Q2 2018$2,166,000
+8.8%
50,496
+12.3%
0.16%
+13.8%
Q1 2018$1,990,000
+13.5%
44,982
+15.1%
0.14%
+15.0%
Q4 2017$1,753,000
+28.6%
39,082
+24.4%
0.12%
+11.1%
Q3 2017$1,363,000
+3.8%
31,404
-1.2%
0.11%
-6.1%
Q2 2017$1,313,000
+3.9%
31,779
-1.2%
0.12%
+5.5%
Q1 2017$1,264,000
-43.1%
32,152
-47.1%
0.11%
-45.8%
Q4 2016$2,223,000
-15.4%
60,835
-13.4%
0.20%
-16.6%
Q3 2016$2,627,000
+5.9%
70,209
+0.1%
0.24%
+2.1%
Q2 2016$2,481,000
+4.7%
70,163
+6.2%
0.24%
+0.9%
Q1 2016$2,370,000
-68.2%
66,066
-67.4%
0.23%
-65.5%
Q4 2015$7,448,000
-10.5%
202,823
-13.1%
0.68%
-22.5%
Q3 2015$8,322,000
-22.1%
233,512
-13.3%
0.88%
-16.1%
Q2 2015$10,678,000
-2.5%
269,312
-2.1%
1.04%
-2.9%
Q1 2015$10,957,000
-18.0%
275,095
-22.0%
1.08%
-20.5%
Q4 2014$13,357,000
+390.3%
352,620
+414.5%
1.35%
+392.0%
Q3 2014$2,724,000
-9.4%
68,532
-2.9%
0.28%
-19.4%
Q2 2014$3,005,000
+25.5%
70,562
+21.6%
0.34%
+9.3%
Q1 2014$2,394,000
+4.4%
58,016
+5.4%
0.31%
-2.2%
Q4 2013$2,294,000
+9.6%
55,041
+4.1%
0.32%
-3.6%
Q3 2013$2,093,000
+3.2%
52,884
-7.2%
0.33%
-10.1%
Q2 2013$2,028,00056,9640.37%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 2015
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