Resource Planning Group - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,537 filers reported holding VANGUARD TAX MANAGED INTL FD in Q3 2021. The put-call ratio across all filers is 0.63 and the average weighting 1.7%.

Quarter-by-quarter ownership
Resource Planning Group ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$5,819,712
-5.9%
142,321
-0.5%
4.93%
-1.5%
Q2 2023$6,182,715
-9.5%
143,091
-10.8%
5.01%
-9.8%
Q1 2023$6,833,770
+3.0%
160,498
-4.1%
5.55%
+4.5%
Q4 2022$6,635,926
+41.9%
167,319
+21.4%
5.32%
+30.7%
Q3 2022$4,677,000
-15.2%
137,844
-4.6%
4.07%
-11.5%
Q2 2022$5,518,000
-18.9%
144,442
-4.2%
4.60%
-6.0%
Q1 2022$6,803,000
-4.1%
150,846
+1.8%
4.89%
+2.7%
Q4 2021$7,097,000
+2.6%
148,192
+1.4%
4.76%
+9.5%
Q3 2021$6,918,000
+11.6%
146,217
+12.9%
4.35%
+21.1%
Q2 2021$6,199,000
+2.2%
129,531
-2.4%
3.59%
-9.7%
Q1 2021$6,064,000
+6.7%
132,691
+2.4%
3.98%
-1.7%
Q4 2020$5,685,000
+10.5%
129,622
-3.9%
4.04%
+3.6%
Q3 2020$5,143,000
+21.9%
134,947
+14.4%
3.90%
+23.6%
Q2 2020$4,220,000
+73.7%
118,009
+43.8%
3.16%
+49.3%
Q1 2020$2,430,000
-48.6%
82,081
-29.6%
2.11%
-22.0%
Q4 2019$4,732,000
+4.2%
116,613
+5.5%
2.71%
+2.1%
Q3 2019$4,540,000
+2.9%
110,517
+4.5%
2.66%
+2.4%
Q2 2019$4,411,000
+12.3%
105,764
+10.0%
2.59%
-0.1%
Q1 2019$3,929,000
+11.8%
96,137
+1.5%
2.60%
-1.0%
Q4 2018$3,514,000
+8.9%
94,726
+27.0%
2.62%
+4.0%
Q3 2018$3,228,00074,6012.52%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q3 2021
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