Integrated Wealth Concepts LLC - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,683 filers reported holding VANGUARD TAX MANAGED INTL FD in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 1.7%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$28,497,658
-0.6%
651,822
+5.0%
0.50%
+2.4%
Q2 2023$28,655,828
+329315.2%
620,525
+222.2%
0.49%
+174.3%
Q1 2023$8,699
-4.5%
192,578
-11.3%
0.18%
-27.8%
Q4 2022$9,112
-99.6%
217,108
+282.0%
0.25%
+275.8%
Q3 2022$2,067,000
-18.6%
56,837
-8.6%
0.07%
-16.5%
Q2 2022$2,538,000
-17.2%
62,214
-2.5%
0.08%
-16.0%
Q1 2022$3,066,000
-20.1%
63,830
-15.0%
0.09%
-17.5%
Q4 2021$3,835,000
+0.3%
75,107
-0.8%
0.11%
-8.1%
Q3 2021$3,823,000
-4.9%
75,720
-2.9%
0.12%
-12.7%
Q2 2021$4,018,000
+14.3%
77,997
+9.0%
0.14%
-1.4%
Q1 2021$3,514,000
+1.3%
71,561
-2.6%
0.14%
-12.2%
Q4 2020$3,468,000
-4.6%
73,453
-17.4%
0.16%
-26.8%
Q3 2020$3,635,000
-18.5%
88,880
-22.7%
0.22%
-30.2%
Q2 2020$4,461,000
+18.5%
114,993
+1.8%
0.32%
-7.8%
Q1 2020$3,765,000
-22.8%
112,927
+2.1%
0.35%
-15.3%
Q4 2019$4,874,000
+46.3%
110,617
+36.4%
0.41%
+9.6%
Q3 2019$3,332,000
+147.4%
81,121
+4.4%
0.38%
+113.1%
Q2 2019$1,347,000
-49.8%
77,684
+18.3%
0.18%
-61.2%
Q1 2019$2,684,000
+13.6%
65,670
+3.1%
0.45%
-29.3%
Q4 2018$2,363,000
+106.6%
63,702
+141.5%
0.64%
+85.5%
Q3 2018$1,144,000
-12.7%
26,381
-12.3%
0.35%
-34.2%
Q1 2018$1,311,000
+21.7%
30,076
+28.9%
0.53%
+14.1%
Q4 2017$1,077,00023,3390.46%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q3 2022
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 2,268,686$115,839,00083.62%
SCHRODERS IS Ltd 5,041,985$257,443,00072.71%
TFO Wealth Partners, LLC 4,807,933$243,330,00046.66%
Claremont Financial Group, Inc. 1,444$7,457,00032.54%
Ebor Charitable Trust 305,236$15,588,00031.02%
WealthNavi Inc. 30,019,614$1,532,801,00027.96%
MBB PUBLIC MARKETS I LLC 22,722,253$1,160,198,00022.93%
Hernani LP 1,968,966$100,535,00022.92%
Cliffwater LLC 1,567,467$80,035,00020.80%
GP Brinson Investments LLC 541,082$27,628,00019.61%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders