Heritage Way Advisors, 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
Heritage Way Advisors, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q4 2021$15,591,000
+15.8%
305,356
+14.5%
5.84%
+4.3%
Q3 2021$13,464,000
+2.6%
266,674
+4.7%
5.59%
+3.7%
Q2 2021$13,127,000
+11.0%
254,801
+5.8%
5.40%
+4.1%
Q1 2021$11,827,000
+6.0%
240,828
+1.9%
5.18%
+0.9%
Q4 2020$11,156,000
+26.9%
236,316
+9.9%
5.14%
+11.4%
Q3 2020$8,791,000
+9.1%
214,945
+3.5%
4.62%
-1.9%
Q2 2020$8,055,000
+31.0%
207,662
+12.6%
4.70%
+6.5%
Q1 2020$6,147,000
-19.8%
184,376
+5.9%
4.42%
-0.5%
Q4 2019$7,669,000
+15.8%
174,066
+8.0%
4.44%
+6.1%
Q3 2019$6,621,000
+3.2%
161,170
+4.8%
4.19%
+2.3%
Q2 2019$6,414,000
+4.8%
153,785
+2.7%
4.09%
-0.1%
Q1 2019$6,119,000
+18.1%
149,713
+7.2%
4.10%
+2.9%
Q4 2018$5,183,000
-9.7%
139,713
+5.3%
3.98%
+0.4%
Q3 2018$5,739,000
+3.2%
132,635
+2.3%
3.97%
-2.6%
Q2 2018$5,561,000
+7.0%
129,626
+10.4%
4.07%
+0.8%
Q1 2018$5,198,000
-66.9%
117,465
-66.5%
4.04%
+2.5%
Q4 2017$15,715,000
+208.0%
350,307
+198.1%
3.94%
-5.7%
Q3 2017$5,102,000
+5.7%
117,528
+0.6%
4.18%
+1.5%
Q2 2017$4,825,000
+13.7%
116,778
+8.2%
4.12%
+5.3%
Q1 2017$4,243,000
+16.3%
107,970
+8.2%
3.91%
+8.8%
Q4 2016$3,648,00099,8303.59%
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