Heritage Wealth Advisors - 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
Heritage Wealth Advisors ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$19,980
-5.3%
4570.0%0.00%0.0%
Q2 2023$21,104
+2.2%
4570.0%0.00%0.0%
Q1 2023$20,643
+7.6%
4570.0%0.00%0.0%
Q4 2022$19,180
+12.8%
4570.0%0.00%0.0%
Q3 2022$17,000
-10.5%
4570.0%0.00%0.0%
Q2 2022$19,000
-13.6%
4570.0%0.00%0.0%
Q1 2022$22,000
-4.3%
4570.0%0.00%0.0%
Q4 2021$23,000
-99.9%
4570.0%0.00%0.0%
Q3 2021$23,074,000
-2.0%
4570.0%0.00%0.0%
Q2 2021$23,545,000
+4.9%
4570.0%0.00%0.0%
Q1 2021$22,443,000
+101913.6%
4570.0%0.00%0.0%
Q4 2020$22,000
-99.9%
4570.0%0.00%
-50.0%
Q3 2020$18,691,000
+5.3%
457
-66.6%
0.00%0.0%
Q2 2020$17,744,000
-68.7%
1,367
-19.7%
0.00%
-80.0%
Q1 2020$56,778,000
-32.5%
1,703
-10.7%
0.01%
-9.1%
Q4 2019$84,066,000
+107676.9%
1,9080.0%0.01%0.0%
Q3 2019$78,000
-99.8%
1,908
+80.3%
0.01%
+57.1%
Q2 2019$44,129,000
+2.1%
1,0580.0%0.01%0.0%
Q1 2019$43,240,000
+110771.8%
1,0580.0%0.01%
-12.5%
Q4 2018$39,000
-18.8%
1,058
-5.4%
0.01%
-11.1%
Q3 2018$48,000
-84.1%
1,118
-86.0%
0.01%
-96.7%
Q4 2014$302,000
-97.7%
7,961
-97.6%
0.27%
-98.1%
Q3 2014$13,384,000
-1.4%
336,716
+5.6%
13.91%
-4.3%
Q2 2014$13,572,000
+5.1%
318,754
+1.9%
14.54%
-2.7%
Q1 2014$12,913,000
+8.7%
312,844
+9.8%
14.94%
-0.2%
Q4 2013$11,882,000284,84414.97%
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