Institute for Wealth Management, LLC. - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,783 filers reported holding VANGUARD TAX MANAGED INTL FD in Q4 2021. The put-call ratio across all filers is 1.62 and the average weighting 1.7%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$1,215,339
-9.3%
27,798
-4.2%
0.22%
-3.1%
Q2 2023$1,339,588
-3.3%
29,008
-5.4%
0.23%
-14.4%
Q1 2023$1,384,981
+11.9%
30,662
+4.0%
0.26%
+1.5%
Q4 2022$1,237,720
-10.9%
29,491
-22.8%
0.26%
-16.7%
Q3 2022$1,389,000
-14.4%
38,215
-3.9%
0.31%
-2.2%
Q2 2022$1,623,000
-17.1%
39,785
-2.4%
0.32%
+0.6%
Q1 2022$1,958,000
-7.4%
40,763
-1.6%
0.32%
-8.1%
Q4 2021$2,115,000
-5.6%
41,415
-6.7%
0.34%
-12.2%
Q3 2021$2,241,000
-6.4%
44,376
-4.5%
0.39%
-6.4%
Q2 2021$2,394,000
+3.8%
46,458
-1.1%
0.42%
-4.3%
Q1 2021$2,307,000
+8.5%
46,977
+4.3%
0.44%
+3.8%
Q4 2020$2,127,000
+18.0%
45,044
+2.2%
0.42%
+2.9%
Q3 2020$1,802,000
+3.7%
44,055
-1.7%
0.41%
-3.3%
Q2 2020$1,738,000
-5.2%
44,814
-18.5%
0.42%
-24.8%
Q1 2020$1,833,000
+12.5%
54,993
+48.7%
0.56%
+53.5%
Q4 2019$1,629,000
-36.9%
36,981
-41.1%
0.37%
-43.5%
Q3 2019$2,581,000
+5.8%
62,834
+7.5%
0.65%
+20.6%
Q2 2019$2,439,000
-16.6%
58,475
-18.2%
0.54%
-15.1%
Q1 2019$2,924,00071,5280.64%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 2021
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 2,373,285$119,827,00080.66%
SCHRODERS IS Ltd 5,021,060$253,513,00077.10%
TFO Wealth Partners, LLC 4,842,156$244,480,00048.32%
Ebor Charitable Trust 335,626$16,946,00031.70%
WealthNavi Inc. 26,980,196$1,362,230,00028.03%
Standard Family Office LLC 1,474,136$74,429,00021.59%
Cliffwater LLC 1,595,538$80,559,00021.14%
GP Brinson Investments LLC 541,082$27,319,00020.68%
Ally Invest Advisors Inc. 2,956,521$149,275,00018.78%
Aufman Associates Inc 445,784$22,508,00018.51%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders