INSTITUTIONAL & FAMILY ASSET 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
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$87,047
-5.3%
1,9910.0%0.01%
-6.7%
Q2 2023$91,944
+2.2%
1,9910.0%0.02%0.0%
Q1 2023$89,933
+7.6%
1,9910.0%0.02%
+7.1%
Q4 2022$83,562
-84.4%
1,991
-86.5%
0.01%
-85.3%
Q3 2022$535,000
+190.8%
14,724
+225.8%
0.10%
+196.9%
Q2 2022$184,000
+52.1%
4,520
+78.7%
0.03%
+68.4%
Q1 2022$121,000
-6.2%
2,5290.0%0.02%
-5.0%
Q4 2021$129,000
+0.8%
2,5290.0%0.02%0.0%
Q3 2021$128,000
-1.5%
2,5290.0%0.02%
-4.8%
Q2 2021$130,000
+4.8%
2,5290.0%0.02%
-12.5%
Q1 2021$124,000
-15.1%
2,529
-18.2%
0.02%
-22.6%
Q4 2020$146,000
-78.3%
3,093
-81.2%
0.03%
-80.3%
Q3 2020$673,000
-2.6%
16,466
-7.6%
0.16%
+9.8%
Q2 2020$691,00017,823
+254514.3%
0.14%
Q4 2019$0
-100.0%
7
-92.5%
0.00%
-100.0%
Q3 2019$4,000
-33.3%
93
-36.7%
0.00%0.0%
Q2 2019$6,000
-95.7%
147
-95.7%
0.00%
-96.6%
Q1 2019$140,000
+45.8%
3,416
+32.1%
0.03%
+31.8%
Q4 2018$96,000
+4700.0%
2,585
+5070.0%
0.02%
Q3 2018$2,000
-94.7%
50
-94.3%
0.00%
-100.0%
Q2 2018$38,000
-56.8%
876
-56.2%
0.01%
-57.9%
Q1 2018$88,0001,9990.02%
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