FineMark National Bank & Trust - 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
FineMark National Bank & Trust ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$1,898,541
-7.4%
43,425
-2.2%
0.08%
-1.2%
Q2 2023$2,050,576
+55.0%
44,404
+51.6%
0.08%
+47.4%
Q1 2023$1,323,345
+11.1%
29,297
+3.2%
0.06%
+5.6%
Q4 2022$1,191,108
+15.4%
28,3800.0%0.05%
+10.2%
Q3 2022$1,032,000
-19.4%
28,380
-9.6%
0.05%
-14.0%
Q2 2022$1,281,000
-16.5%
31,401
-1.7%
0.06%
-6.6%
Q1 2022$1,534,000
-7.1%
31,928
-1.2%
0.06%
-1.6%
Q4 2021$1,651,000
+6.5%
32,332
+5.3%
0.06%
-6.1%
Q3 2021$1,550,000
+1.2%
30,707
+3.3%
0.07%
+6.5%
Q2 2021$1,532,000
+9.0%
29,732
+3.9%
0.06%
+5.1%
Q1 2021$1,405,000
+3.5%
28,615
-0.4%
0.06%
-3.3%
Q4 2020$1,357,000
+393.5%
28,736
+360.4%
0.06%
+335.7%
Q4 2019$275,000
+26.7%
6,241
+17.4%
0.01%
+7.7%
Q1 2019$217,000
-37.6%
5,315
-33.9%
0.01%
-38.1%
Q3 2018$348,000
-9.1%
8,038
-10.1%
0.02%
-8.7%
Q2 2018$383,000
+10.1%
8,938
+13.6%
0.02%
+4.5%
Q1 2018$348,000
-7.2%
7,869
-5.8%
0.02%
-8.3%
Q4 2017$375,000
+63.0%
8,354
+58.0%
0.02%
+60.0%
Q3 2017$230,000
+12.2%
5,289
+1.3%
0.02%0.0%
Q1 2017$205,000
+632.1%
5,219
+572.6%
0.02%
+650.0%
Q4 2016$28,000
-9.7%
776
-5.0%
0.00%
-33.3%
Q3 2016$31,000
+14.8%
817
+5.4%
0.00%0.0%
Q2 2016$27,000
-53.4%
775
-52.2%
0.00%
-57.1%
Q1 2016$58,000
-36.3%
1,623
-34.3%
0.01%
-36.4%
Q4 2015$91,000
-6.2%
2,471
-9.0%
0.01%
-15.4%
Q3 2015$97,000
-14.2%
2,715
-5.1%
0.01%
-13.3%
Q2 2015$113,000
-33.1%
2,860
-32.5%
0.02%
-34.8%
Q1 2015$169,000
+5.0%
4,2370.0%0.02%
-4.2%
Q4 2014$161,000
+8.8%
4,237
+14.3%
0.02%0.0%
Q3 2014$148,000
+2.1%
3,708
+8.9%
0.02%0.0%
Q2 2014$145,000
+3.6%
3,406
+0.7%
0.02%
-7.7%
Q1 2014$140,000
+4.5%
3,381
+5.4%
0.03%
-7.1%
Q4 2013$134,000
+5.5%
3,2070.0%0.03%
-9.7%
Q3 2013$127,000
+11.4%
3,2070.0%0.03%
-8.8%
Q2 2013$114,0003,2070.03%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 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