SUMMIT WEALTH & RETIREMENT PLANNING, INC. - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,808 filers reported holding VANGUARD TAX MANAGED INTL FD in Q4 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.8%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$476,461
-5.3%
10,8980.0%0.19%
-3.0%
Q2 2023$503,270
+2.2%
10,8980.0%0.20%
+7.6%
Q1 2023$492,263
+5.7%
10,898
-1.8%
0.18%
-2.6%
Q4 2022$465,78311,0980.19%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 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