Seven Post Investment Office LP - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,808 filers reported holding VANGUARD TAX MANAGED INTL FD in Q4 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.8%.

Quarter-by-quarter ownership
Seven Post Investment Office LP ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$10,853,414
-6.2%
248,248
-0.9%
3.00%
-14.9%
Q2 2023$11,567,822
-6.0%
250,494
-8.1%
3.52%
-20.6%
Q1 2023$12,309,836
+8.5%
272,522
+0.9%
4.44%
+11.4%
Q4 2022$11,340,345
+10.8%
270,201
-4.0%
3.99%
+0.1%
Q3 2022$10,236,000
-8.0%
281,521
+3.2%
3.98%
-3.8%
Q2 2022$11,130,000
-9.2%
272,785
+6.9%
4.14%
+10.6%
Q1 2022$12,260,000
+13.0%
255,255
+20.1%
3.74%
+27.6%
Q4 2021$10,848,000
+32.2%
212,466
+30.7%
2.93%
+14.9%
Q3 2021$8,207,000
+18.6%
162,546
+21.0%
2.55%
+22.0%
Q2 2021$6,921,000
+8.9%
134,319
+3.8%
2.09%
-5.9%
Q1 2021$6,355,000
+15.6%
129,408
+11.2%
2.22%
-0.6%
Q4 2020$5,497,000
+5.3%
116,420
-8.8%
2.24%
+8.5%
Q3 2020$5,222,000
-36.0%
127,663
-39.3%
2.06%
-40.3%
Q2 2020$8,156,000
+11.0%
210,277
-4.6%
3.45%
-10.5%
Q1 2020$7,351,000
-20.9%
220,498
+4.6%
3.85%
-42.8%
Q4 2019$9,290,000
+14.1%
210,844
+6.3%
6.74%
+15.5%
Q3 2019$8,145,000
+4.0%
198,269
+5.6%
5.83%
+9.8%
Q2 2019$7,832,000
+46.1%
187,776
+43.2%
5.31%
+40.2%
Q1 2019$5,359,000
+9.7%
131,112
-0.4%
3.79%
-0.2%
Q4 2018$4,885,000
-17.5%
131,683
-3.8%
3.80%
-23.0%
Q3 2018$5,923,000
+0.8%
136,883
-0.0%
4.93%
-80.0%
Q2 2018$5,874,000
-1.5%
136,931
+1.6%
24.68%
-0.9%
Q1 2018$5,961,000
+10.0%
134,719
+11.5%
24.89%
+4.8%
Q4 2017$5,421,000
+3.4%
120,843
+0.1%
23.76%
-0.8%
Q3 2017$5,241,000
+7.0%
120,728
+1.9%
23.94%
+1.7%
Q2 2017$4,896,000
+5.4%
118,478
+0.2%
23.55%
+2.7%
Q1 2017$4,646,000
+5.7%
118,211
-1.7%
22.94%
-0.6%
Q4 2016$4,394,000
-3.2%
120,246
-0.9%
23.08%
+0.2%
Q3 2016$4,538,000
+7.7%
121,307
+1.8%
23.04%
+2.9%
Q2 2016$4,215,000
-32.5%
119,193
-31.5%
22.40%
-18.1%
Q1 2016$6,243,000
+4.7%
174,006
+7.1%
27.33%
+15.7%
Q4 2015$5,965,000
-12.9%
162,444
-15.4%
23.61%
+290.3%
Q3 2015$6,846,000
+2.4%
192,080
+13.9%
6.05%
+14.8%
Q2 2015$6,684,000
+2.6%
168,585
+3.1%
5.27%
-1.3%
Q1 2015$6,512,000
-21.4%
163,500
-25.2%
5.34%
-27.5%
Q4 2014$8,280,000
+40.9%
218,591
+47.8%
7.36%
+52.4%
Q3 2014$5,878,000
-1.3%
147,873
+2.5%
4.83%
-31.3%
Q2 2014$5,954,0000.0%144,2760.0%7.03%0.0%
Q1 2014$5,954,000
-50.7%
144,276
-50.3%
7.03%
-48.3%
Q4 2013$12,089,000
+6.6%
290,037
+1.3%
13.60%0.0%
Q3 2013$11,337,000
+9.8%
286,433
-1.3%
13.60%
-0.9%
Q2 2013$10,329,000290,13913.73%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 2022
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