Kalos Management, Inc. - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,025 filers reported holding VANGUARD TAX MANAGED INTL FD in Q2 2018. The put-call ratio across all filers is 0.83 and the average weighting 2.0%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q1 2023$24,663
-90.1%
546
-91.0%
0.05%
-85.3%
Q2 2022$248,000
-30.9%
6,083
-18.9%
0.33%
+35.4%
Q1 2022$359,000
-76.3%
7,501
-73.9%
0.25%
-40.0%
Q4 2021$1,516,000
+2.0%
28,727
+2.0%
0.41%
-2.6%
Q3 2021$1,487,000
+11.4%
28,164
+10.1%
0.42%
-22.3%
Q2 2021$1,335,000
-5.3%
25,582
-7.2%
0.54%
+23.5%
Q1 2021$1,409,000
+7.9%
27,563
+3.0%
0.44%
-21.3%
Q4 2020$1,306,000
-6.0%
26,772
-16.1%
0.56%
-10.0%
Q3 2020$1,390,000
+3.6%
31,915
-2.6%
0.62%
+9.7%
Q2 2020$1,342,000
+13.9%
32,754
-1.1%
0.56%
+7.6%
Q1 2020$1,178,000
-18.5%
33,104
+1.0%
0.52%
-0.4%
Q4 2019$1,445,000
-1.5%
32,782
-8.4%
0.53%
-9.9%
Q3 2019$1,467,000
-2.2%
35,787
-10.0%
0.58%
-14.2%
Q2 2019$1,500,000
+11.4%
39,776
+20.7%
0.68%
-21.6%
Q1 2019$1,346,000
-11.0%
32,947
-18.8%
0.87%
+18.0%
Q4 2018$1,513,000
+0.5%
40,599
+16.1%
0.74%
-8.7%
Q3 2018$1,505,000
-4.3%
34,983
-4.2%
0.81%
+13.2%
Q2 2018$1,572,000
-50.5%
36,515
-49.1%
0.71%
-24.1%
Q1 2018$3,176,000
+102.7%
71,800
+105.3%
0.94%
+27.4%
Q4 2017$1,567,000
+9.3%
34,967
+5.8%
0.74%
-20.2%
Q3 2017$1,434,000
-1.4%
33,052
-6.1%
0.92%
-30.5%
Q2 2017$1,454,000
+3.7%
35,203
-1.4%
1.33%
+33.7%
Q1 2017$1,402,000
+9.8%
35,685
+2.1%
0.99%
-3.6%
Q4 2016$1,277,000
-7.7%
34,948
-5.5%
1.03%
-12.6%
Q3 2016$1,383,000
-1.5%
36,981
-6.8%
1.18%
+8.6%
Q2 2016$1,404,000
-2.1%
39,700
+1.6%
1.09%
-9.0%
Q1 2016$1,434,000
-0.1%
39,065
-25.4%
1.19%
+11.4%
Q4 2015$1,435,00052,3891.07%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q2 2018
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