AE Wealth 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 1,446 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
AE Wealth Management LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$45,798,088
-9.4%
1,047,532
-4.3%
0.27%
-9.9%
Q2 2023$50,543,198
+30.3%
1,094,482
+27.4%
0.30%
+21.6%
Q1 2023$38,791,397
+8.1%
858,787
+0.5%
0.25%
-3.5%
Q4 2022$35,868,183
-52.9%
854,615
-59.2%
0.26%
-57.1%
Q3 2022$76,216,000
-14.4%
2,096,145
-3.9%
0.60%
-15.2%
Q2 2022$89,030,000
-28.0%
2,182,109
-15.2%
0.71%
-16.0%
Q1 2022$123,580,000
-10.7%
2,572,985
-5.0%
0.85%
-12.1%
Q4 2021$138,334,000
+5.0%
2,709,249
+3.8%
0.96%
-11.1%
Q3 2021$131,751,000
-2.3%
2,609,455
-0.3%
1.08%
-7.9%
Q2 2021$134,843,000
+7.3%
2,617,290
+2.3%
1.18%
-7.1%
Q1 2021$125,640,000
-4.3%
2,558,335
-8.0%
1.27%
-14.8%
Q4 2020$131,284,000
+23.0%
2,780,848
+6.6%
1.49%
-2.2%
Q3 2020$106,692,000
+10.0%
2,608,601
+4.3%
1.52%
+1.6%
Q2 2020$96,970,000
+52.0%
2,499,881
+30.7%
1.50%
+2.3%
Q1 2020$63,777,000
-33.5%
1,912,924
-12.2%
1.47%
-29.6%
Q4 2019$95,955,000
+32.1%
2,177,818
+23.1%
2.08%
-0.9%
Q3 2019$72,660,000
-2.4%
1,768,751
-1.0%
2.10%
-6.1%
Q2 2019$74,484,000
+115.7%
1,785,751
+111.4%
2.24%
-6.8%
Q1 2019$34,527,000
+538.2%
844,804
+479.3%
2.40%
+159.1%
Q4 2018$5,410,000
-90.2%
145,830
-88.6%
0.93%
-69.5%
Q3 2018$55,259,000
-0.6%
1,277,074
-1.4%
3.04%
-19.6%
Q2 2018$55,573,000
+12.3%
1,295,413
+15.8%
3.78%
-1.0%
Q1 2018$49,485,000
+2.2%
1,118,302
+3.6%
3.82%
-10.7%
Q4 2017$48,436,000
-23.8%
1,079,720
-26.2%
4.28%
-27.5%
Q3 2017$63,548,000
+30.9%
1,463,910
+24.6%
5.90%
+1.8%
Q2 2017$48,536,000
+61.4%
1,174,638
+53.5%
5.79%
+3.9%
Q1 2017$30,069,000
+80.9%
765,106
+68.2%
5.57%
-17.2%
Q4 2016$16,623,000454,9216.73%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 2020
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