Williams Jones Wealth Management, LLC. - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,784 filers reported holding VANGUARD TAX MANAGED INTL FD in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 1.7%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$549,298
+18.9%
12,564
+25.6%
0.01%
+14.3%
Q2 2023$462,031
+2.2%
10,0050.0%0.01%0.0%
Q1 2023$451,926
+114.2%
10,005
+72.1%
0.01%
+75.0%
Q3 2022$211,000
-19.8%
5,813
-9.7%
0.00%0.0%
Q2 2022$263,000
+21.2%
6,435
+42.2%
0.00%
+33.3%
Q1 2022$217,000
-60.8%
4,525
-58.2%
0.00%
-57.1%
Q4 2021$553,000
+14.3%
10,828
+13.1%
0.01%0.0%
Q3 2021$484,000
-2.4%
9,577
-0.6%
0.01%0.0%
Q2 2021$496,000
+5.1%
9,630
+0.1%
0.01%0.0%
Q1 2021$472,000
+95.9%
9,620
+88.6%
0.01%
+75.0%
Q4 2020$241,000
-9.4%
5,102
-21.5%
0.00%
-20.0%
Q3 2020$266,000
+5.1%
6,501
-0.1%
0.01%0.0%
Q2 2020$253,000
-20.4%
6,510
-31.8%
0.01%
-37.5%
Q1 2020$318,000
-39.9%
9,542
-20.6%
0.01%
-20.0%
Q4 2019$529,000
+83.7%
12,014
+71.3%
0.01%
+66.7%
Q3 2019$288,0007,0140.01%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q1 2022
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 2,373,285$119,827,00080.66%
SCHRODERS IS Ltd 5,021,060$253,513,00077.10%
TFO Wealth Partners, LLC 4,842,156$244,480,00048.32%
Ebor Charitable Trust 335,626$16,946,00031.70%
WealthNavi Inc. 26,980,196$1,362,230,00028.03%
Standard Family Office LLC 1,474,136$74,429,00021.59%
Cliffwater LLC 1,595,538$80,559,00021.14%
GP Brinson Investments LLC 541,082$27,319,00020.68%
Ally Invest Advisors Inc. 2,956,521$149,275,00018.78%
Aufman Associates Inc 445,784$22,508,00018.51%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders