Summit Financial Strategies, Inc. - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,535 filers reported holding VANGUARD TAX MANAGED INTL FD in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$4,042,491
-8.0%
92,463
-2.8%
0.77%
-6.0%
Q2 2023$4,393,782
-5.3%
95,145
-7.4%
0.82%
-10.4%
Q1 2023$4,641,877
+7.5%
102,765
-0.1%
0.91%
-1.7%
Q4 2022$4,317,029
+136.4%
102,860
+104.8%
0.93%
+114.3%
Q3 2022$1,826,000
-63.4%
50,233
-58.9%
0.43%
-62.9%
Q2 2022$4,992,000
+275.1%
122,345
+341.6%
1.17%
+336.2%
Q1 2022$1,331,000
+45.6%
27,702
+54.8%
0.27%
+52.3%
Q4 2021$914,000
+46.5%
17,899
+44.7%
0.18%
+47.9%
Q3 2021$624,000
-2.0%
12,3680.0%0.12%
-5.6%
Q2 2021$637,000
+68.5%
12,368
+54.6%
0.13%
-3.1%
Q4 2020$378,000
+15.6%
8,0010.0%0.13%
-2.3%
Q3 2020$327,000
+3.2%
8,001
-2.0%
0.13%
-5.7%
Q2 2020$317,0008,1610.14%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q2 2021
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 2,342,944$112,532,00067.81%
TFO Wealth Partners, LLC 4,742,175$227,767,00045.13%
SCHRODERS IS Ltd 3,320,725$159,494,00035.01%
Ebor Charitable Trust 247,686$11,896,00032.22%
Claremont Financial Group, Inc. 149,581$7,107,00030.37%
WealthNavi Inc. 30,793,255$1,479,000,00027.81%
Hernani LP 2,313,836$111,134,00024.28%
MBB PUBLIC MARKETS I LLC 23,267,403$1,117,533,00023.00%
SOFI WEALTH, LLC 2,718,844$130,586,00019.81%
Cliffwater LLC 1,545,497$74,230,00019.47%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders