Dynamic Advisor Solutions LLC - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 56 filers reported holding VANGUARD TAX MANAGED INTL FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$13,180,038
+12.4%
301,465
+18.7%
0.62%
+2.5%
Q2 2023$11,727,344
+28.0%
253,949
+25.2%
0.61%
+13.4%
Q1 2023$9,159,296
+36.6%
202,774
+27.0%
0.54%
+17.0%
Q4 2022$6,703,013
+122.3%
159,710
+92.6%
0.46%
+99.1%
Q3 2022$3,015,000
-11.5%
82,916
-0.7%
0.23%
-12.2%
Q2 2022$3,408,000
-24.4%
83,523
-11.0%
0.26%
-16.6%
Q1 2022$4,506,000
+3.2%
93,808
+9.7%
0.31%
+0.6%
Q4 2021$4,368,000
+13.4%
85,552
+12.1%
0.31%
+7.6%
Q3 2021$3,853,000
+9.2%
76,312
+11.4%
0.29%
+3.6%
Q2 2021$3,529,000
+13.4%
68,492
+8.1%
0.28%
-3.1%
Q1 2021$3,111,000
-35.7%
63,350
-38.2%
0.29%
-36.2%
Q4 2020$4,839,000
+28.4%
102,508
+11.2%
0.45%
+5.8%
Q3 2020$3,770,000
+23.5%
92,180
+17.2%
0.43%
+3.9%
Q2 2020$3,052,000
+28.8%
78,670
+10.7%
0.41%
-4.6%
Q1 2020$2,369,000
-19.1%
71,042
+6.9%
0.43%
+8.3%
Q4 2019$2,928,000
-2.5%
66,464
-9.1%
0.40%
-14.4%
Q3 2019$3,003,000
-3.2%
73,091
-1.7%
0.47%
-6.4%
Q2 2019$3,102,000
-46.3%
74,364
-47.3%
0.50%
-54.3%
Q1 2019$5,772,000
+2.4%
141,220
-1.0%
1.09%
-9.0%
Q4 2018$5,635,000
-10.3%
142,649
-1.7%
1.20%
-8.1%
Q3 2018$6,281,000
+13.3%
145,164
+12.4%
1.30%
+3.7%
Q2 2018$5,542,000
+9.5%
129,203
+12.9%
1.26%
-3.2%
Q1 2018$5,063,000
+25.6%
114,407
+27.3%
1.30%
-1.7%
Q4 2017$4,031,000
+52.4%
89,875
+47.5%
1.32%
+26.3%
Q3 2017$2,645,000
+2.2%
60,942
-2.8%
1.05%
+4.4%
Q2 2017$2,589,000
+3.8%
62,668
-1.2%
1.00%
+3.1%
Q1 2017$2,494,000
+21.4%
63,457
+12.9%
0.97%
+18.7%
Q4 2016$2,054,000
+5.2%
56,220
+7.7%
0.82%
+10.8%
Q3 2016$1,953,000
+13.6%
52,211
+7.4%
0.74%
+6.2%
Q2 2016$1,719,000
+0.2%
48,624
+1.7%
0.70%
-4.4%
Q1 2016$1,715,000
+0.6%
47,803
+3.0%
0.73%
+3.3%
Q4 2015$1,704,000
+25.9%
46,407
+22.2%
0.70%
+3.2%
Q3 2015$1,353,000
+10.3%
37,976
+23.3%
0.68%
+11.1%
Q1 2015$1,227,000
+1.5%
30,809
-3.5%
0.62%
-5.2%
Q4 2014$1,209,000
-3.5%
31,929
+1.3%
0.65%
-4.8%
Q3 2014$1,253,000
+2.3%
31,522
+9.6%
0.68%
-7.3%
Q2 2014$1,225,000
+7.9%
28,761
+4.6%
0.74%
-4.9%
Q1 2014$1,135,000
+13.5%
27,500
+14.8%
0.77%
+4.6%
Q4 2013$1,000,00023,9650.74%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 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