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 56 filers reported holding VANGUARD TAX MANAGED INTL FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

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 Q4 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