Wellesley Investment Partners, LLC - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,446 filers reported holding VANGUARD TAX MANAGED INTL FD in Q4 2020. The put-call ratio across all filers is 0.43 and the average weighting 1.7%.

Quarter-by-quarter ownership
Wellesley Investment Partners, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2020$29,099,000
-47.3%
711,473
-50.0%
9.95%
+1.9%
Q2 2020$55,206,000
+140.6%
1,423,252
+106.8%
9.76%
+7.1%
Q1 2020$22,941,000
-62.8%
688,115
-50.9%
9.12%
-3.9%
Q4 2019$61,746,000
+116.2%
1,401,420
+101.6%
9.49%
+1.2%
Q3 2019$28,557,000
-0.6%
695,144
+1.0%
9.38%
-5.2%
Q2 2019$28,719,000
+5.5%
688,560
+3.4%
9.89%
+6.0%
Q1 2019$27,209,000
-45.2%
665,755
-50.3%
9.33%
+5.6%
Q4 2018$49,670,000
+74.3%
1,338,848
+103.3%
8.84%
-4.8%
Q3 2018$28,489,000
+5.1%
658,422
+4.2%
9.28%
-1.5%
Q2 2018$27,114,000
+0.4%
632,050
+3.6%
9.42%
-3.0%
Q1 2018$27,003,000
-47.8%
610,244
-47.1%
9.71%
-0.9%
Q4 2017$51,772,000
+3.5%
1,154,090
+0.2%
9.80%
-4.5%
Q3 2017$50,012,000
+5.7%
1,152,094
+0.6%
10.26%
+3.1%
Q2 2017$47,334,000
+114.5%
1,145,588
+104.0%
9.95%
+2.1%
Q1 2017$22,064,000
+11.1%
561,445
+3.3%
9.74%
+1.4%
Q4 2016$19,860,000
+5.0%
543,525
+7.5%
9.62%
-1.9%
Q3 2016$18,919,000
+5.0%
505,740
-0.7%
9.80%
+0.9%
Q2 2016$18,016,000
+12.4%
509,527
+14.1%
9.71%
+1.2%
Q1 2016$16,024,000
+6.1%
446,610
+8.5%
9.60%
-7.7%
Q4 2015$15,107,000411,43510.40%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 2020
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 2,342,944$112,532,00067.81%
TFO Wealth Partners, LLC 4,742,175$227,767,00045.13%
SCHRODERS IS Ltd 3,320,725$159,494,00035.01%
Ebor Charitable Trust 247,686$11,896,00032.22%
Claremont Financial Group, Inc. 149,581$7,107,00030.37%
WealthNavi Inc. 30,793,255$1,479,000,00027.81%
Hernani LP 2,313,836$111,134,00024.28%
MBB PUBLIC MARKETS I LLC 23,267,403$1,117,533,00023.00%
SOFI WEALTH, LLC 2,718,844$130,586,00019.81%
Cliffwater LLC 1,545,497$74,230,00019.47%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders