Avior 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
Avior Wealth Management, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$36,838,305
-8.3%
844,355
-3.1%
2.49%
-4.6%
Q2 2023$40,173,006
-0.9%
871,683
-3.1%
2.61%
-6.0%
Q1 2023$40,539,459
+22.4%
899,246
+13.7%
2.78%
+11.2%
Q4 2022$33,132,179
+13.0%
791,182
-2.1%
2.50%
+3.0%
Q3 2022$29,330,000
+22.9%
808,406
+37.8%
2.43%
+0.7%
Q2 2022$23,869,000
-8.6%
586,799
+7.6%
2.41%
+7.1%
Q1 2022$26,117,000
+1.7%
545,436
+8.1%
2.25%
+6.0%
Q4 2021$25,688,000
+5.9%
504,765
+4.7%
2.12%
+6.1%
Q3 2021$24,248,000
+14.5%
481,928
+17.9%
2.00%
-6.0%
Q2 2021$21,186,000
+15.5%
408,731
+9.0%
2.13%
+8.6%
Q1 2021$18,335,000
+4.2%
375,011
+0.2%
1.96%
-9.7%
Q4 2020$17,595,000
+20.2%
374,372
+4.1%
2.17%
+4.0%
Q3 2020$14,635,000
+5.2%
359,501
-0.2%
2.09%
-4.1%
Q2 2020$13,906,000
+22.5%
360,163
+5.3%
2.18%
-2.7%
Q1 2020$11,350,000
-19.4%
342,110
+6.4%
2.24%
-1.0%
Q4 2019$14,088,000
+10.2%
321,428
+2.8%
2.26%
+0.9%
Q3 2019$12,779,000
+3.2%
312,757
+4.8%
2.24%
+0.8%
Q2 2019$12,383,000
+11.3%
298,539
+9.7%
2.22%
-5.8%
Q1 2019$11,122,000
+14.5%
272,153
+3.9%
2.36%
+0.6%
Q4 2018$9,715,000
-10.1%
261,892
+4.8%
2.34%
+1.6%
Q3 2018$10,810,000
+2.4%
249,832
+1.5%
2.31%
-3.0%
Q2 2018$10,559,000
-1.6%
246,141
+1.5%
2.38%
-4.1%
Q1 2018$10,729,000
-0.4%
242,472
+1.0%
2.48%
+3.0%
Q4 2017$10,770,000
+4.3%
240,083
+0.9%
2.41%
-29.1%
Q3 2017$10,326,000
+8.2%
237,873
+3.0%
3.40%
-12.8%
Q2 2017$9,541,000
+4.7%
230,916
-0.4%
3.90%
+28.0%
Q1 2017$9,109,000
+19.6%
231,773
+11.2%
3.04%
+6.9%
Q4 2016$7,618,000
-1.3%
208,520
+1.0%
2.84%
-6.0%
Q3 2016$7,722,000
-44.1%
206,417
-46.8%
3.03%
+1.1%
Q2 2016$13,821,000
+103.7%
388,157
+105.2%
2.99%
-0.3%
Q1 2016$6,786,000
+29.4%
189,142
+32.5%
3.00%
+4.7%
Q4 2015$5,244,000
+8.5%
142,801
+5.3%
2.87%
+1.3%
Q3 2015$4,832,000
-2.3%
135,579
+8.7%
2.83%
-26.7%
Q2 2015$4,947,000
-2.0%
124,761
-1.6%
3.86%
-0.9%
Q1 2015$5,048,000
+4.3%
126,739
-0.8%
3.90%
+1.2%
Q4 2014$4,839,000
-3.8%
127,742
+0.9%
3.85%
-10.0%
Q3 2014$5,031,000
-6.9%
126,571
-0.3%
4.28%
-5.6%
Q2 2014$5,404,000
+4.0%
126,893
+0.8%
4.53%
+4.5%
Q1 2014$5,194,000
+7.0%
125,856
+8.1%
4.34%
-5.7%
Q4 2013$4,852,000116,4064.60%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q3 2023
NameSharesValueWeighting ↓
YALE UNIVERSITY 4,406,986$239,252,00082.03%
Michael & Susan Dell Foundation 2,601,770$134,043,00073.37%
TFO Wealth Partners, LLC 4,842,305$251,170,00049.67%
Ebor Charitable Trust 335,626$17,291,00032.06%
WealthNavi Inc. 23,430,398$1,207,134,00027.75%
Cliffwater LLC 1,618,088$83,364,00021.96%
Hernani Holdings LLC 1,968,966$101,441,00021.82%
GP Brinson Investments LLC 541,082$27,877,00019.78%
Ally Invest Advisors Inc. 2,659,419$137,013,00018.94%
Wind River Trust Co 997,281$51,380,00018.70%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders