AllSquare 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
AllSquare Wealth Management LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$10,409,944
-4.0%
238,105
-1.0%
6.79%
-3.7%
Q2 2023$10,843,160
-0.8%
240,585
-0.6%
7.05%
-0.3%
Q1 2023$10,928,423
+8.0%
241,940
+0.4%
7.07%
+2.0%
Q4 2022$10,115,258
+14.6%
241,012
-0.7%
6.94%
+8.7%
Q3 2022$8,826,000
-7.9%
242,730
+3.4%
6.38%
-2.1%
Q2 2022$9,582,000
-14.6%
234,855
+0.6%
6.52%
-3.2%
Q1 2022$11,217,000
-6.4%
233,549
-0.5%
6.73%
-3.5%
Q4 2021$11,983,000
+0.2%
234,677
-1.0%
6.98%
-2.4%
Q3 2021$11,964,000
-2.6%
236,953
-0.6%
7.15%
-0.2%
Q2 2021$12,278,000
+2.6%
238,310
-2.2%
7.16%
-3.1%
Q1 2021$11,967,000
+3.4%
243,683
-0.6%
7.40%
-4.4%
Q4 2020$11,576,000
+7.3%
245,210
-7.0%
7.73%
-1.4%
Q3 2020$10,786,000
+3.3%
263,728
-2.0%
7.84%
-0.3%
Q2 2020$10,442,000
+13.4%
269,199
-2.5%
7.87%
-1.7%
Q1 2020$9,205,000
-25.4%
276,086
-1.5%
8.01%
-7.0%
Q4 2019$12,345,000
+8.3%
280,189
+0.9%
8.61%
+2.0%
Q3 2019$11,404,000
-0.9%
277,601
+0.6%
8.44%
-1.5%
Q2 2019$11,507,000
+1.2%
275,874
-0.8%
8.58%
+0.4%
Q1 2019$11,369,000
+11.6%
278,166
+1.3%
8.54%
+1.5%
Q4 2018$10,184,000
-13.1%
274,515
+1.4%
8.42%
-3.6%
Q3 2018$11,717,000
-0.1%
270,777
-0.9%
8.74%
-1.4%
Q2 2018$11,723,000
-3.5%
273,269
-0.5%
8.86%
-8.1%
Q1 2018$12,151,000
-3.8%
274,594
-2.4%
9.64%
-3.2%
Q4 2017$12,626,000
+3.8%
281,443
+0.5%
9.96%
-0.2%
Q3 2017$12,161,000
+5.7%
280,148
+0.6%
9.98%
-14.7%
Q2 2017$11,504,000
+5.5%
278,408
+0.4%
11.70%
+22.4%
Q1 2017$10,901,000
+8.1%
277,391
+0.5%
9.56%
+3.3%
Q4 2016$10,084,000
-2.0%
275,962
+0.3%
9.26%
-6.5%
Q3 2016$10,288,000
+5.1%
275,020
-0.6%
9.90%
+1.5%
Q2 2016$9,786,000
-1.6%
276,756
-0.1%
9.75%
-1.0%
Q1 2016$9,942,000
+2.3%
277,088
+4.7%
9.85%
+0.7%
Q4 2015$9,716,000
+2.1%
264,603
-0.9%
9.78%
+0.2%
Q3 2015$9,514,000
-11.6%
266,950
-1.7%
9.76%
-2.8%
Q2 2015$10,763,000
+3.2%
271,461
+3.6%
10.04%
+0.7%
Q1 2015$10,434,000
+7.8%
261,954
+2.5%
9.97%
+5.5%
Q4 2014$9,681,000255,5809.45%
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