EP Wealth Advisors, LLC - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,149 filers reported holding VANGUARD TAX MANAGED INTL FD in Q4 2018. The put-call ratio across all filers is 0.38 and the average weighting 1.9%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$30,005,103
-3.4%
686,302
+39410.8%
0.46%
+3.8%
Q2 2023$31,054,678
+10291.6%
1,737
+12.5%
0.45%
+8860.0%
Q1 2023$298,843
-99.4%
1,544
-99.9%
0.01%
-99.5%
Q4 2022$52,031,018
+119.0%
1,239,719
+89.7%
0.94%
+74.0%
Q3 2022$23,759,000
-39.2%
653,442
-31.8%
0.54%
-38.8%
Q2 2022$39,068,000
+35.2%
957,544
+59.1%
0.88%
+38.6%
Q1 2022$28,903,000
-7.1%
601,776
-1.3%
0.64%
-13.7%
Q4 2021$31,128,000
+408.3%
609,643
+402.6%
0.74%
+338.1%
Q3 2021$6,124,000
+6.9%
121,301
+9.1%
0.17%
+5.7%
Q2 2021$5,727,000
+7.7%
111,156
+2.7%
0.16%
-5.9%
Q1 2021$5,316,000
+11.2%
108,246
+6.9%
0.17%
+0.6%
Q4 2020$4,780,000
-54.1%
101,260
-60.2%
0.17%
-62.5%
Q3 2020$10,414,000
-18.5%
254,625
-22.7%
0.45%
-17.9%
Q2 2020$12,776,000
+5.7%
329,352
-9.2%
0.55%
-7.8%
Q1 2020$12,088,000
-33.2%
362,560
-11.7%
0.59%
-20.5%
Q4 2019$18,100,000
+643.9%
410,811
+593.7%
0.74%
+515.7%
Q3 2019$2,433,000
+4.6%
59,219
+6.2%
0.12%
-16.6%
Q2 2019$2,325,000
+2.2%
55,737
-9.1%
0.14%
-17.1%
Q4 2018$2,274,000
+33.6%
61,287
+55.8%
0.18%
+31.6%
Q3 2018$1,702,000
+25.9%
39,331
+24.8%
0.13%
+3.9%
Q2 2018$1,352,000
-3.1%
31,5240.0%0.13%
-5.2%
Q1 2018$1,395,000
+2.6%
31,524
+4.0%
0.14%
-5.6%
Q4 2017$1,360,000
+24.5%
30,322
+20.5%
0.14%
+13.5%
Q3 2017$1,092,000
-4.2%
25,161
-8.8%
0.13%
-10.0%
Q2 2017$1,140,000
+48.1%
27,592
+40.8%
0.14%
+32.1%
Q1 2017$770,000
+0.4%
19,594
-6.6%
0.11%
-5.4%
Q4 2016$767,000
+2.8%
20,981
+5.2%
0.11%
-4.3%
Q3 2016$746,000
+5.7%
19,935
-0.1%
0.12%
+3.5%
Q2 2016$706,000
+35.0%
19,957
+36.8%
0.11%
+41.2%
Q1 2016$523,000
+124.5%
14,585
+122.9%
0.08%
+81.8%
Q3 2015$233,0006,5430.04%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 2018
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