Pensionmark Financial Group, LLC - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,878 filers reported holding VANGUARD TAX MANAGED INTL FD in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$1,017,962
-2.8%
23,284
+2.7%
0.20%0.0%
Q2 2023$1,046,862
+0.2%
22,669
-2.0%
0.20%
-7.3%
Q1 2023$1,044,910
+5.9%
23,133
-1.6%
0.22%
-3.5%
Q4 2022$986,826
+6.5%
23,513
-7.8%
0.23%
+2.7%
Q3 2022$927,000
-15.5%
25,501
-1.0%
0.22%
-4.3%
Q2 2022$1,097,000
-17.1%
25,759
-6.5%
0.23%
-16.4%
Q1 2022$1,323,000
-3.8%
27,549
-0.1%
0.28%
-4.5%
Q4 2021$1,375,000
+10.6%
27,582
+12.0%
0.29%
+2.5%
Q3 2021$1,243,000
-12.9%
24,620
-11.1%
0.28%
-13.8%
Q2 2021$1,427,000
+55.4%
27,704
+53.0%
0.33%
+47.5%
Q1 2021$918,000
+0.9%
18,105
-1.3%
0.22%
-4.3%
Q4 2020$910,000
+24.5%
18,345
+2.6%
0.23%
-7.6%
Q3 2020$731,000
-2.5%
17,885
+0.4%
0.25%
-4.6%
Q2 2020$750,000
+27.8%
17,818
+1.2%
0.26%
-4.0%
Q1 2020$587,000
-26.2%
17,609
-2.4%
0.27%
-11.9%
Q4 2019$795,000
+62.9%
18,037
+51.8%
0.31%
+48.3%
Q3 2019$488,000
+4.5%
11,885
+2.7%
0.21%
+1.5%
Q2 2019$467,000
-10.2%
11,569
-8.8%
0.21%
-13.1%
Q1 2019$520,000
+2.8%
12,680
-0.2%
0.24%
+4.4%
Q4 2018$506,00012,7110.23%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q2 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