Retirement Planning Group, LLC - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,877 filers reported holding VANGUARD TAX MANAGED INTL FD in Q3 2023. The put-call ratio across all filers is 0.63 and the average weighting 1.7%.

Quarter-by-quarter ownership
Retirement Planning Group, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$2,125,301
-5.0%
48,611
+0.4%
0.23%
+1.3%
Q2 2023$2,236,098
+2.3%
48,421
+0.1%
0.22%
-4.3%
Q1 2023$2,185,511
+8.5%
48,384
+0.8%
0.23%
+1.3%
Q4 2022$2,013,763
+15.2%
47,981
-0.2%
0.23%
+4.5%
Q3 2022$1,748,000
-11.2%
48,076
-0.4%
0.22%
-9.5%
Q2 2022$1,969,000
-21.7%
48,265
-7.8%
0.24%
-11.6%
Q1 2022$2,515,000
-7.0%
52,353
-1.1%
0.28%
+5.4%
Q4 2021$2,704,000
+2.7%
52,948
+1.5%
0.26%
-12.7%
Q3 2021$2,634,000
-1.8%
52,178
+0.3%
0.30%
-2.9%
Q2 2021$2,681,000
+10.0%
52,036
+4.9%
0.31%
-8.3%
Q1 2021$2,437,000
-12.5%
49,624
-15.9%
0.34%
-16.6%
Q4 2020$2,784,000
+15.6%
58,974
+0.2%
0.40%
+2.5%
Q3 2020$2,408,000
+0.9%
58,885
-4.3%
0.39%
-10.3%
Q2 2020$2,386,000
+8.9%
61,503
-6.4%
0.44%
-16.3%
Q1 2020$2,192,000
-29.3%
65,733
-6.6%
0.52%
-15.2%
Q4 2019$3,101,000
+8.6%
70,383
+1.3%
0.62%
+2.2%
Q3 2019$2,855,000
-16.4%
69,504
-15.2%
0.60%
-22.1%
Q2 2019$3,417,000
+1.5%
81,922
-0.5%
0.78%
-4.7%
Q1 2019$3,366,000
+7.2%
82,352
-2.7%
0.81%
-3.1%
Q4 2018$3,141,000
-12.4%
84,652
+2.2%
0.84%
-9.2%
Q3 2018$3,586,000
+0.7%
82,865
-0.1%
0.92%
-3.6%
Q2 2018$3,560,000
-4.4%
82,973
-1.4%
0.96%
-5.1%
Q1 2018$3,724,000
-4.0%
84,153
-2.7%
1.01%
-4.5%
Q4 2017$3,878,000
+1.5%
86,450
-1.8%
1.06%
-2.9%
Q3 2017$3,822,000
-8.5%
88,053
-12.9%
1.09%
-13.0%
Q2 2017$4,175,000
+2.7%
101,043
-2.3%
1.25%
+1.5%
Q1 2017$4,066,000
+1.0%
103,456
-6.1%
1.24%
-4.0%
Q4 2016$4,025,000
-3.4%
110,153
-1.1%
1.29%
-4.5%
Q3 2016$4,165,000
-20.5%
111,329
-24.9%
1.35%
-24.2%
Q2 2016$5,242,000
-2.9%
148,240
-1.5%
1.78%
-7.0%
Q1 2016$5,398,000
-4.9%
150,459
-2.7%
1.91%
-8.9%
Q4 2015$5,677,000
-1.6%
154,602
-4.5%
2.10%
-17.1%
Q3 2015$5,769,000
-7.4%
161,870
+3.0%
2.53%
-0.7%
Q2 2015$6,229,000
-16.8%
157,090
-16.4%
2.55%
-14.6%
Q1 2015$7,486,000
-67.5%
187,950
-69.1%
2.98%
-58.0%
Q4 2014$23,034,000
-3.6%
608,074
+1.1%
7.10%
-4.7%
Q3 2014$23,899,000
-3.9%
601,243
+2.9%
7.45%
-1.0%
Q2 2014$24,876,000
+5.5%
584,091
+2.2%
7.53%
-1.1%
Q1 2014$23,590,000
+9.5%
571,611
+10.6%
7.61%
-0.6%
Q4 2013$21,546,000
+11.2%
516,946
+5.6%
7.66%
+9.0%
Q3 2013$19,374,000
+20.3%
489,478
+8.2%
7.03%
+6.1%
Q2 2013$16,102,000452,3016.62%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q3 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