Capstone Financial Advisors, Inc. - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 630 filers reported holding VANGUARD TAX MANAGED INTL FD in Q1 2016. The put-call ratio across all filers is 1.97 and the average weighting 2.1%.

Quarter-by-quarter ownership
Capstone Financial Advisors, Inc. ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$503,367
-5.1%
11,513
+0.2%
0.04%0.0%
Q2 2023$530,416
+24.6%
11,486
+21.9%
0.04%
+17.6%
Q1 2023$425,605
+8.7%
9,422
+1.0%
0.03%
+3.0%
Q4 2022$391,485
-0.4%
9,328
-13.7%
0.03%
-8.3%
Q3 2022$393,000
-37.8%
10,814
-30.2%
0.04%
-33.3%
Q2 2022$632,000
-10.7%
15,499
+5.1%
0.05%
+5.9%
Q1 2022$708,000
-5.6%
14,750
+0.4%
0.05%
-5.6%
Q4 2021$750,000
+9.2%
14,685
+7.9%
0.05%0.0%
Q3 2021$687,000
-2.0%
13,609
+0.1%
0.05%
-1.8%
Q2 2021$701,000
+43.9%
13,602
+37.2%
0.06%
+27.9%
Q1 2021$487,000
+73.3%
9,911
+66.3%
0.04%
+59.3%
Q4 2020$281,000
+23.8%
5,960
+7.5%
0.03%
+12.5%
Q3 2020$227,0000.0%5,545
-18.6%
0.02%
-20.0%
Q1 2020$227,000
-83.6%
6,815
-78.3%
0.03%
-84.6%
Q4 2019$1,383,000
-13.2%
31,393
-19.1%
0.20%
-20.1%
Q3 2019$1,594,000
-4.4%
38,807
-3.0%
0.24%
-9.6%
Q2 2019$1,668,000
-17.1%
39,990
-18.8%
0.27%
-21.5%
Q1 2019$2,013,000
-37.7%
49,250
-43.4%
0.34%
-46.9%
Q4 2018$3,229,000
+168.9%
87,043
+213.6%
0.65%
+117.4%
Q3 2018$1,201,000
-26.0%
27,755
-26.7%
0.30%
-38.8%
Q2 2018$1,624,000
-17.4%
37,847
-14.8%
0.49%
-25.0%
Q1 2018$1,966,000
-1.7%
44,430
-0.3%
0.65%
-13.0%
Q4 2017$1,999,000
+4.1%
44,552
+0.7%
0.75%
-12.6%
Q3 2017$1,921,000
+5.1%
44,246
+0.0%
0.85%
-3.4%
Q2 2017$1,828,000
+7.8%
44,241
+2.6%
0.88%
+2.8%
Q1 2017$1,695,000
-88.2%
43,130
-89.0%
0.86%
-86.9%
Q4 2016$14,354,000
+2548.3%
392,829
+2613.1%
6.55%
+2174.0%
Q3 2016$542,000
-39.6%
14,479
-43.0%
0.29%
-40.6%
Q2 2016$897,000
-41.8%
25,380
-41.0%
0.48%
-20.5%
Q1 2016$1,542,000
-45.1%
42,986
-43.8%
0.61%
-38.8%
Q4 2015$2,807,000
-42.4%
76,433
-44.1%
1.00%
-53.8%
Q3 2015$4,874,000
-13.8%
136,769
-4.1%
2.16%
-2.0%
Q2 2015$5,652,000
-0.8%
142,545
-0.4%
2.20%
+0.7%
Q1 2015$5,700,000
-43.8%
143,098
-46.5%
2.19%
-30.5%
Q4 2014$10,137,000267,5893.15%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q1 2016
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