Holistic Financial Partners - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,149 filers reported holding VANGUARD TAX MANAGED INTL FD in Q4 2018. The put-call ratio across all filers is 0.38 and the average weighting 1.9%.

Quarter-by-quarter ownership
Holistic Financial Partners ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$315,408
-28.0%
7,214
-23.9%
0.21%
-31.2%
Q2 2023$437,845
-12.1%
9,481
-14.0%
0.30%
-22.1%
Q1 2023$498,193
+7.7%
11,029
+0.1%
0.39%
-5.8%
Q4 2022$462,383
+3.9%
11,017
-10.0%
0.41%
-5.9%
Q3 2022$445,000
-11.0%
12,2440.0%0.44%
-6.8%
Q2 2022$500,000
-17.2%
12,244
-2.6%
0.47%
+22.9%
Q1 2022$604,000
-5.9%
12,5750.0%0.38%
+3.2%
Q4 2021$642,000
-0.2%
12,575
-1.2%
0.37%
-6.1%
Q3 2021$643,000
-2.0%
12,7340.0%0.40%
+1.0%
Q2 2021$656,000
+4.5%
12,734
-0.5%
0.39%
-5.3%
Q1 2021$628,000
+1.6%
12,792
-2.3%
0.41%
-2.8%
Q4 2020$618,000
+7.9%
13,098
-6.7%
0.43%
-7.4%
Q3 2020$573,000
-47.8%
14,046
-50.3%
0.46%
-51.4%
Q2 2020$1,097,000
-56.7%
28,288
-62.8%
0.95%
-64.0%
Q1 2020$2,536,000
-31.9%
76,055
-10.0%
2.63%
+18.1%
Q4 2019$3,724,000
-3.4%
84,520
-9.9%
2.23%
-34.9%
Q3 2019$3,856,000
-38.8%
93,828
-37.9%
3.42%
-45.6%
Q2 2019$6,305,000
-1.5%
151,161
-3.5%
6.28%
+133.0%
Q1 2019$6,404,000
-1.0%
156,681
-10.1%
2.70%
-60.0%
Q4 2018$6,468,000
-18.9%
174,331
-5.4%
6.74%
-9.4%
Q3 2018$7,978,000
-13.4%
184,366
-14.2%
7.44%
-29.5%
Q2 2018$9,217,000
-8.8%
214,845
-6.0%
10.55%
+25.1%
Q1 2018$10,110,000
+0.6%
228,471
+2.0%
8.43%
+2.0%
Q4 2017$10,052,000224,0798.26%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 2018
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