Hillcrest Wealth Advisors - NY, 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
Hillcrest Wealth Advisors - NY, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$9,028,617
+6.9%
206,510
+12.9%
5.14%
+3.1%
Q2 2023$8,449,093
+1.6%
182,960
-0.6%
4.99%
+1.3%
Q1 2023$8,313,990
+6.1%
184,060
-1.4%
4.93%
+5.2%
Q4 2022$7,834,120
+0.1%
186,660
-13.3%
4.68%
-5.7%
Q3 2022$7,825,000
-11.3%
215,210
-0.5%
4.96%
-7.2%
Q2 2022$8,820,000
+0.2%
216,185
+17.9%
5.35%
+9.7%
Q1 2022$8,804,000
+20.4%
183,310
+28.0%
4.88%
+24.0%
Q4 2021$7,312,000
+24.4%
143,207
+23.0%
3.93%
+12.7%
Q3 2021$5,880,000
+13.9%
116,457
+16.2%
3.49%
+11.6%
Q2 2021$5,163,000
+9.6%
100,207
+4.5%
3.13%
+8.8%
Q1 2021$4,711,000
+21.2%
95,930
+16.5%
2.87%
+10.4%
Q4 2020$3,888,000
+23.2%
82,359
+6.7%
2.60%
+15.9%
Q3 2020$3,157,000
-2.1%
77,194
-7.2%
2.24%
-19.6%
Q2 2020$3,226,000
+23.0%
83,169
+5.8%
2.79%
+6.8%
Q1 2020$2,622,000
-11.4%
78,644
+17.1%
2.61%
+6.2%
Q4 2019$2,959,000
+16.7%
67,169
+8.8%
2.46%
+12.9%
Q3 2019$2,536,000
+9.5%
61,744
+11.2%
2.18%
+11.7%
Q2 2019$2,317,000
+4.5%
55,544
+2.4%
1.95%
+0.4%
Q1 2019$2,218,000
+34.6%
54,264
+22.2%
1.95%
+27.1%
Q4 2018$1,648,00044,4141.53%
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