BSW Wealth Partners - 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
BSW Wealth Partners ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$3,671,636
-11.7%
83,981
-6.8%
0.82%
-5.9%
Q2 2023$4,159,827
-6.8%
90,079
-8.9%
0.87%
-5.0%
Q1 2023$4,464,054
+106926.0%
98,828
-0.6%
0.91%
+2.0%
Q4 2022$4,171
-99.9%
99,388
-27.0%
0.90%
-26.3%
Q3 2022$4,948,000
-9.7%
136,074
+1.4%
1.22%
-7.4%
Q2 2022$5,477,000
-25.5%
134,244
-12.3%
1.31%
-29.4%
Q1 2022$7,355,000
-8.6%
153,131
-2.8%
1.86%
-8.0%
Q4 2021$8,045,000
+1.5%
157,557
+0.3%
2.02%
-8.8%
Q3 2021$7,929,000
-3.9%
157,044
-2.0%
2.22%
-2.4%
Q2 2021$8,255,000
-6.1%
160,232
-10.5%
2.27%
-10.6%
Q1 2021$8,790,000
-17.3%
178,988
-20.5%
2.54%
-22.2%
Q4 2020$10,623,000
+14.7%
225,022
-0.6%
3.26%
-6.0%
Q3 2020$9,259,000
-0.6%
226,392
-5.7%
3.48%
+11.3%
Q2 2020$9,313,000
+10.1%
240,095
-5.4%
3.12%
-11.2%
Q1 2020$8,462,000
-35.5%
253,814
-14.8%
3.51%
-21.4%
Q4 2019$13,129,000
+6.4%
297,986
-0.8%
4.47%
-5.8%
Q3 2019$12,340,000
-7.7%
300,393
-6.3%
4.75%
-6.1%
Q2 2019$13,369,000
+1.3%
320,514
-0.7%
5.06%
-3.2%
Q1 2019$13,194,000
-23.6%
322,828
-30.7%
5.22%
-20.0%
Q4 2018$17,275,000
+293.4%
465,644
+358.8%
6.52%
+290.0%
Q3 2018$4,391,000
+6.2%
101,485
+5.3%
1.67%
-6.4%
Q2 2018$4,136,000
-1.9%
96,412
+1.2%
1.79%
-5.3%
Q1 2018$4,215,000
-1.9%
95,243
-0.5%
1.89%
+5.7%
Q4 2017$4,295,000
+4.3%
95,746
+0.9%
1.79%
-0.4%
Q3 2017$4,118,000
+4.6%
94,858
-0.4%
1.79%
+0.1%
Q2 2017$3,937,000
+6.3%
95,275
+1.1%
1.79%
-2.2%
Q1 2017$3,702,000
+6.2%
94,210
-1.2%
1.83%
+0.7%
Q4 2016$3,485,000
-96.3%
95,377
+2594.3%
1.82%
-44.3%
Q3 2016$94,623,000
+2741.5%
3,540
-96.2%
3.27%
+78.4%
Q2 2016$3,330,000
-6.7%
94,188
-5.3%
1.83%
-9.0%
Q1 2016$3,570,000
+47.4%
99,488
+50.9%
2.01%
+66.2%
Q4 2015$2,422,00065,9511.21%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 2020
NameSharesValueWeighting ↓
YALE UNIVERSITY 4,406,986$239,252,00082.03%
Michael & Susan Dell Foundation 2,601,770$134,043,00073.37%
TFO Wealth Partners, LLC 4,842,305$251,170,00049.67%
Ebor Charitable Trust 335,626$17,291,00032.06%
WealthNavi Inc. 23,430,398$1,207,134,00027.75%
Cliffwater LLC 1,618,088$83,364,00021.96%
Hernani Holdings LLC 1,968,966$101,441,00021.82%
GP Brinson Investments LLC 541,082$27,877,00019.78%
Ally Invest Advisors Inc. 2,659,419$137,013,00018.94%
Wind River Trust Co 997,281$51,380,00018.70%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders