Icon Wealth 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 998 filers reported holding VANGUARD TAX MANAGED INTL FD in Q4 2017. The put-call ratio across all filers is 1.48 and the average weighting 2.2%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$390,070
+30.5%
8,922
+37.9%
0.04%
+37.5%
Q2 2023$298,877
+2.2%
6,4720.0%0.03%0.0%
Q1 2023$292,340
+10.7%
6,4720.0%0.03%0.0%
Q2 2022$264,000
-15.1%
6,4720.0%0.03%
+3.2%
Q1 2022$311,000
-19.6%
6,472
-14.9%
0.03%
-20.5%
Q4 2021$387,000
+0.8%
7,6080.0%0.04%
-4.9%
Q3 2021$384,000
-2.0%
7,608
-0.0%
0.04%
-2.4%
Q2 2021$392,000
+4.8%
7,609
-0.1%
0.04%
-10.6%
Q1 2021$374,000
-0.3%
7,617
-4.1%
0.05%
-20.3%
Q4 2020$375,000
+15.4%
7,939
-0.1%
0.06%
-6.3%
Q3 2020$325,000
+5.5%
7,947
+0.1%
0.06%
-16.0%
Q2 2020$308,000
+14.9%
7,940
-1.3%
0.08%
-29.2%
Q1 2020$268,000
-22.3%
8,044
+2.9%
0.11%
-2.8%
Q4 2019$345,000
+7.1%
7,821
-0.1%
0.11%
-0.9%
Q3 2019$322,000
-1.2%
7,831
+0.3%
0.11%
-4.3%
Q2 2019$326,000
+2.2%
7,810
-0.1%
0.12%
-3.4%
Q1 2019$319,000
+10.4%
7,814
+0.2%
0.12%
-14.4%
Q4 2018$289,000
+3.2%
7,799
+20.5%
0.14%
+18.8%
Q3 2018$280,000
+0.7%
6,4720.0%0.12%0.0%
Q2 2018$278,000
-2.8%
6,4720.0%0.12%
-23.5%
Q1 2018$286,000
-29.6%
6,472
-28.6%
0.15%
-23.9%
Q4 2017$406,0009,0600.20%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 2017
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