Whitegate Investment Counselors, Inc. - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,877 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
Whitegate Investment Counselors, Inc. ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$13,168,824
-5.0%
301,208
+0.3%
4.41%
-3.1%
Q2 2023$13,865,149
-6.6%
300,241
-8.6%
4.55%
-5.0%
Q1 2023$14,840,562
+114119.7%
328,549
+6.1%
4.79%
+8.0%
Q4 2022$12,993
-99.9%
309,571
+2.7%
4.44%
+6.8%
Q3 2022$10,961,000
+0.8%
301,456
+13.1%
4.15%
+4.3%
Q2 2022$10,876,000
-24.6%
266,580
-11.2%
3.98%
-10.7%
Q1 2022$14,423,000
-1.3%
300,285
+4.9%
4.46%
+3.7%
Q4 2021$14,612,000
+10.4%
286,179
+9.2%
4.30%
+129.1%
Q3 2021$13,231,000
+3.5%
262,044
+5.6%
1.88%
+3.7%
Q2 2021$12,782,000
+13.3%
248,106
+8.0%
1.81%
+5.2%
Q1 2021$11,284,000
+4.4%
229,778
+0.3%
1.72%
-1.7%
Q4 2020$10,810,000
+24.6%
228,983
+7.9%
1.75%
+10.5%
Q3 2020$8,678,000
+14.8%
212,168
+8.9%
1.58%
+4.8%
Q2 2020$7,557,000
-17.6%
194,829
-29.2%
1.51%
-32.1%
Q1 2020$9,171,000
-24.0%
275,083
+0.4%
2.22%
+1.6%
Q4 2019$12,067,000
+11.0%
273,881
+3.5%
2.19%
+2.7%
Q3 2019$10,868,000
+3.2%
264,547
+4.8%
2.13%
+0.8%
Q2 2019$10,533,000
+3.2%
252,520
+1.1%
2.12%
+0.1%
Q1 2019$10,210,000
+10.3%
249,820
+0.2%
2.11%
-1.2%
Q4 2018$9,253,000
-18.4%
249,398
-4.8%
2.14%
-7.6%
Q3 2018$11,340,000
+21.8%
262,066
+20.8%
2.31%
+21.7%
Q2 2018$9,310,000
+0.7%
217,020
+3.9%
1.90%
-3.5%
Q1 2018$9,244,000
+0.1%
208,911
+1.5%
1.97%
+2.2%
Q4 2017$9,233,000
+5.6%
205,811
+2.1%
1.93%
-0.1%
Q3 2017$8,746,000
+5.4%
201,483
+0.4%
1.93%
+2.9%
Q2 2017$8,296,000
+6.7%
200,770
+1.5%
1.88%
+0.4%
Q1 2017$7,775,000
+15.4%
197,841
+7.3%
1.87%
+3.6%
Q4 2016$6,738,000
+0.9%
184,409
+3.3%
1.80%
-0.7%
Q3 2016$6,681,000
+1.3%
178,579
-4.2%
1.82%
-0.8%
Q2 2016$6,595,000
-14.8%
186,501
-13.6%
1.83%
-13.7%
Q1 2014$7,742,000215,7682.12%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q3 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