Litman Gregory 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 1,877 filers reported holding VANGUARD TAX MANAGED INTL FD in Q3 2023. The put-call ratio across all filers is 0.63 and the average weighting 1.7%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$58,950,276
-2.5%
1,348,359
+3.0%
6.08%
-19.4%
Q2 2023$60,466,606
+16.7%
1,309,368
+6.0%
7.55%
+4.2%
Q4 2022$51,831,865
+13.2%
1,234,974
-1.9%
7.24%
-1.1%
Q3 2022$45,775,000
-20.5%
1,258,933
-10.8%
7.32%
-13.6%
Q2 2022$57,585,000
-14.0%
1,411,406
+1.2%
8.47%
-13.6%
Q1 2022$66,996,000
+3.9%
1,394,882
+10.5%
9.80%
-10.5%
Q4 2021$64,483,000
+1.4%
1,262,886
+0.2%
10.96%
-8.5%
Q3 2021$63,609,000
+0.1%
1,259,829
+1882.4%
11.97%
+0.9%
Q2 2021$63,550,000
+0.6%
63,550
-95.1%
11.86%
-4.1%
Q1 2021$63,148,000
-7.9%
1,285,840
-11.4%
12.37%
-1.8%
Q4 2020$68,530,000
+12.9%
1,451,595
-2.2%
12.59%
+0.4%
Q3 2020$60,690,000
+7.4%
1,483,874
+1.9%
12.54%
+0.6%
Q2 2020$56,485,000
+34.4%
1,456,171
+15.5%
12.47%
+18.0%
Q1 2020$42,016,000
-20.7%
1,260,220
+4.8%
10.56%
-10.4%
Q4 2019$53,002,000
+7.1%
1,202,955
-0.2%
11.80%
-2.6%
Q3 2019$49,499,000
-0.4%
1,204,946
+1.1%
12.11%
-7.7%
Q2 2019$49,706,000
+5.5%
1,191,712
+3.3%
13.12%
+2.2%
Q1 2019$47,130,000
+12.8%
1,153,164
+2.4%
12.83%0.0%
Q4 2018$41,796,000
+19.6%
1,126,577
+39.5%
12.83%
+8.9%
Q3 2018$34,936,000
+27.0%
807,399
+25.9%
11.78%
+8.7%
Q2 2018$27,515,000
-1.4%
641,372
+1.7%
10.84%
-4.7%
Q1 2018$27,900,000
+1.9%
630,498
+3.3%
11.37%
+38.0%
Q4 2017$27,385,000
+6.8%
610,457
+3.3%
8.24%
-34.2%
Q3 2017$25,650,000
+9.8%
590,878
+4.5%
12.52%
-5.8%
Q2 2017$23,371,000
+10.4%
565,599
+5.0%
13.29%
+1.3%
Q1 2017$21,174,000
+4.0%
538,775
-3.3%
13.12%
-4.2%
Q4 2016$20,367,000
+12.7%
557,387
+15.4%
13.69%
+4.1%
Q3 2016$18,073,000
+38.3%
483,095
+30.7%
13.15%
+26.6%
Q2 2016$13,067,000
+10.0%
369,553
+11.6%
10.38%
+10.6%
Q1 2016$11,878,000
-10.1%
331,040
-8.0%
9.39%
-1.4%
Q4 2015$13,216,000
+99.3%
359,907
+115.7%
9.52%
+6.8%
Q3 2014$6,632,000
-32.0%
166,839
-27.1%
8.92%
-48.9%
Q2 2014$9,751,000
+12.8%
228,959
+9.3%
17.47%
+67.9%
Q1 2014$8,641,000
+12.5%
209,384
+13.6%
10.40%
+9.9%
Q4 2013$7,682,000
+5.4%
184,306
+0.1%
9.47%
+8.3%
Q3 2013$7,286,000
+9.8%
184,076
-1.2%
8.75%
+18.2%
Q2 2013$6,635,000186,3737.40%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q3 2023
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