Financial Advocates Investment Management - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,248 filers reported holding VANGUARD TAX MANAGED INTL FD in Q1 2020. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$2,976,694
+14.7%
68,085
+21.1%
0.21%
+15.7%
Q2 2023$2,596,008
-32.9%
56,215
-34.4%
0.18%
-33.5%
Q1 2023$3,869,838
-34.3%
85,673
-38.9%
0.28%
-36.7%
Q4 2022$5,887,355
+10.6%
140,275
-3.8%
0.44%0.0%
Q3 2022$5,323,000
-9.8%
145,852
+0.9%
0.44%
-8.4%
Q2 2022$5,900,000
-16.2%
144,621
-1.4%
0.48%
+3.2%
Q1 2022$7,044,000
-19.5%
146,654
-14.5%
0.46%
-15.8%
Q4 2021$8,753,000
+4.1%
171,427
+2.9%
0.55%
-3.0%
Q3 2021$8,409,000
-0.4%
166,553
+1.6%
0.57%
+0.7%
Q2 2021$8,442,000
+4.8%
163,868
+3.0%
0.56%
-1.2%
Q1 2021$8,053,000
+36.5%
159,052
+27.3%
0.57%
+41.7%
Q4 2020$5,898,000
+28.4%
124,931
+11.2%
0.40%
+2.8%
Q3 2020$4,595,000
+8.5%
112,360
+2.9%
0.39%
-2.2%
Q2 2020$4,235,000
+42.2%
109,174
+22.2%
0.40%
-5.6%
Q1 2020$2,978,000
-39.9%
89,317
-20.5%
0.42%
-19.4%
Q4 2019$4,952,000
+12.9%
112,403
+5.3%
0.53%
+5.2%
Q3 2019$4,385,000
-3.9%
106,734
-2.4%
0.50%
-5.3%
Q2 2019$4,563,000
-3.6%
109,399
-5.5%
0.53%
-10.0%
Q1 2019$4,731,000
-0.5%
115,752
-9.7%
0.59%
-9.4%
Q4 2018$4,757,000
-22.7%
128,234
-9.9%
0.65%
-5.5%
Q3 2018$6,157,000
-20.9%
142,291
-22.4%
0.69%
-27.1%
Q2 2018$7,786,000
-2.3%
183,451
+1.8%
0.94%
-9.1%
Q1 2018$7,972,000
-2.6%
180,149
-1.3%
1.04%
-7.2%
Q4 2017$8,188,000182,5241.12%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q1 2020
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