Heartwood Wealth Advisors LLC - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,258 filers reported holding VANGUARD TAX MANAGED INTL FD in Q2 2020. The put-call ratio across all filers is 0.57 and the average weighting 1.7%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q2 2024$44,464,261
-0.6%
899,722
+0.9%
5.31%
-3.6%
Q1 2024$44,750,336
-31.1%
891,974
-34.2%
5.51%
-36.2%
Q4 2023$64,913,170
+11.0%
1,355,181
+1.3%
8.64%
+0.2%
Q3 2023$58,486,517
-4.5%
1,337,752
+0.9%
8.63%
-0.7%
Q2 2023$61,216,023
+4.2%
1,325,596
+1.9%
8.68%
-0.8%
Q1 2023$58,763,912
+12.0%
1,300,950
+4.0%
8.76%
+6.5%
Q4 2022$52,489,864
+18.4%
1,250,652
+2.6%
8.22%
+7.1%
Q3 2022$44,315,000
-22.0%
1,218,795
-12.5%
7.68%
-17.9%
Q2 2022$56,831,000
-12.1%
1,392,917
+3.5%
9.35%
-2.9%
Q1 2022$64,657,000
-0.6%
1,346,173
+5.6%
9.63%
-1.5%
Q4 2021$65,062,000
+2.3%
1,274,225
+1.1%
9.77%
-1.3%
Q3 2021$63,630,000
-1.1%
1,260,250
+0.9%
9.91%
+0.1%
Q2 2021$64,359,000
+4.5%
1,249,201
-0.4%
9.90%
+0.1%
Q1 2021$61,575,000
-7.9%
1,253,812
-11.5%
9.89%
-8.4%
Q4 2020$66,871,000
+18.2%
1,416,458
+2.4%
10.79%
-0.2%
Q3 2020$56,571,000
+5.8%
1,383,144
-16.5%
10.82%
+2.2%
Q2 2020$53,452,000
+17.1%
1,656,601
+21.0%
10.58%
-3.4%
Q1 2020$45,660,000
-24.3%
1,369,539
+0.1%
10.96%
-4.9%
Q4 2019$60,292,0001,368,39611.52%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q2 2020
NameSharesValueWeighting ↓
Hillview Capital Advisors, LLC 244,820$10,049,00053.32%
WealthNavi Inc. 8,898,631$363,687,00029.01%
VPR Management LLC 1,291,862$52,798,00024.98%
McCutchen Group LLC 1,563,132$63,885,00021.29%
Jasper Ridge Partners, L.P. 12,122,781$495,458,00021.08%
Ally Invest Advisors Inc. 789,413$32,263,00020.89%
WAFRA INC. 14,309,442$584,827,00020.35%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 4,381,451$179,070,00019.92%
HT Partners LLC 1,123,168$45,904,00019.91%
Wealthspire Advisors, LLC 5,221,719$213,412,00019.79%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders