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 1,784 filers reported holding VANGUARD TAX MANAGED INTL FD in Q1 2022. The put-call ratio across all filers is 0.78 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 Q1 2022
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