Global Retirement 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 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
Global Retirement Partners, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$13,801,364
-9.0%
324,585
-1.2%
0.70%
-6.2%
Q2 2023$15,172,841
+3.4%
328,559
+2.8%
0.74%
-4.9%
Q1 2023$14,669,479
+156.3%
319,457
+134.3%
0.78%
+98.2%
Q4 2022$5,722,774
+45.7%
136,354
+33.9%
0.39%
+32.3%
Q3 2022$3,928,000
-3.9%
101,847
+1.7%
0.30%
-9.5%
Q2 2022$4,086,000
-7.3%
100,138
+1.5%
0.33%
-5.2%
Q1 2022$4,407,000
-5.1%
98,617
+8.4%
0.35%
-90.4%
Q4 2021$4,645,000
-6.8%
90,969
-7.8%
3.60%
+629.2%
Q3 2021$4,984,000
+1.2%
98,705
+3.3%
0.49%
-2.2%
Q2 2021$4,923,000
+24.1%
95,560
+18.3%
0.50%
+8.6%
Q1 2021$3,967,000
+7.7%
80,787
+3.6%
0.46%
+0.7%
Q4 2020$3,682,000
+81.5%
77,991
+57.2%
0.46%
+55.2%
Q3 2020$2,029,000
+8.1%
49,606
+2.5%
0.30%
-0.7%
Q2 2020$1,877,000
+20.9%
48,382
+3.9%
0.30%
+1.7%
Q1 2020$1,553,000
-53.4%
46,568
-38.5%
0.29%
-42.5%
Q4 2019$3,335,000
+3.6%
75,702
-3.4%
0.51%
-3.4%
Q3 2019$3,220,000
-6.5%
78,389
-5.1%
0.53%
-19.8%
Q2 2019$3,445,000
+12.2%
82,587
+9.9%
0.66%
-11.2%
Q1 2019$3,071,000
+13.9%
75,148
+3.4%
0.74%
+7.8%
Q4 2018$2,697,000
-6.1%
72,694
+9.5%
0.69%
+6.2%
Q3 2018$2,872,000
+13.0%
66,369
+12.0%
0.65%
+1.1%
Q2 2018$2,541,000
+0.1%
59,242
+3.3%
0.64%
-8.3%
Q1 2018$2,538,000
+18.4%
57,352
+20.1%
0.70%
+18.8%
Q4 2017$2,143,000
+16.0%
47,771
+12.2%
0.59%
-22.9%
Q3 2017$1,847,000
+48.0%
42,558
+40.9%
0.76%
+30.2%
Q2 2017$1,248,000
+148.1%
30,202
+136.1%
0.59%
+108.9%
Q1 2017$503,000
+5.0%
12,793
-2.5%
0.28%
-12.7%
Q4 2016$479,00013,1150.32%
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