Compass Ion Advisors, 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
Compass Ion Advisors, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$1,344,160
+1.2%
30,745
+6.9%
0.23%
-31.5%
Q2 2023$1,328,421
+1.9%
28,766
-0.4%
0.34%
+2.4%
Q1 2023$1,303,954
-4.1%
28,868
-10.8%
0.33%
-5.7%
Q4 2022$1,359,027
-16.0%
32,381
-27.2%
0.35%
-22.1%
Q3 2022$1,618,000
-19.2%
44,493
-9.3%
0.45%
-22.8%
Q2 2022$2,002,000
-15.9%
49,066
-1.0%
0.58%
-21.3%
Q1 2022$2,380,000
-0.4%
49,549
+5.9%
0.74%
-4.0%
Q4 2021$2,389,000
+18.6%
46,793
+17.3%
0.77%
+6.1%
Q3 2021$2,014,000
+89.1%
39,879
+92.9%
0.72%
+74.9%
Q2 2021$1,065,000
+4.4%
20,671
-0.5%
0.41%
-1.4%
Q1 2021$1,020,000
+14.2%
20,777
+9.8%
0.42%
+21.7%
Q4 2020$893,000
+26.5%
18,922
+9.6%
0.34%
-23.0%
Q3 2020$706,000
+112.0%
17,258
+101.0%
0.45%
+50.8%
Q2 2020$333,000
+1.5%
8,584
-12.8%
0.30%
+0.3%
Q1 2020$328,000
+7.5%
9,848
+42.2%
0.30%
+88.5%
Q4 2019$305,0006,9250.16%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q3 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