Capital Advisors 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
Capital Advisors Wealth Management, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$702,512
+2.6%
16,068
+8.3%
0.18%
+4.6%
Q2 2023$684,913
+19.0%
14,831
+16.4%
0.18%
+10.1%
Q1 2023$575,680
+21.2%
12,745
+12.7%
0.16%
+10.4%
Q4 2022$474,796
+2.1%
11,313
-11.5%
0.14%
-6.5%
Q3 2022$465,000
-95.9%
12,790
-95.4%
0.15%
-95.8%
Q2 2022$11,243,000
-16.8%
275,575
-2.1%
3.65%
-11.7%
Q1 2022$13,517,000
-15.7%
281,428
-10.4%
4.14%
-15.1%
Q4 2021$16,034,000
+6.6%
314,024
+5.4%
4.87%
-8.7%
Q3 2021$15,046,000
-3.7%
297,991
-1.7%
5.33%
-7.8%
Q2 2021$15,621,000
+38.2%
303,211
+31.7%
5.79%
+18.6%
Q1 2021$11,303,000230,1584.88%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q4 2023
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