Monterey Private Wealth, Inc. - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,908 filers reported holding VANGUARD TAX MANAGED INTL FD in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q2 2024$26,716,194
+4.1%
540,595
+5.7%
9.99%
-3.0%
Q1 2024$25,663,552
+13.7%
511,532
+8.5%
10.30%
+1.1%
Q4 2023$22,579,000
+14.4%
471,378
+4.4%
10.19%
+2.7%
Q3 2023$19,731,629
+4.1%
451,318
+10.0%
9.92%
+8.1%
Q2 2023$18,948,040
+7.7%
410,308
+5.4%
9.18%
+1.6%
Q1 2023$17,587,552
+16.1%
389,364
+7.9%
9.03%
+10.5%
Q4 2022$15,149,359
+19.5%
360,957
+4.1%
8.18%
+7.6%
Q3 2022$12,676,000
+44.1%
346,907
+60.9%
7.60%
+51.1%
Q2 2022$8,795,000
+15.3%
215,564
+37.9%
5.03%
+36.4%
Q1 2022$7,626,000
+9.5%
156,333
+14.6%
3.68%
+6.8%
Q4 2021$6,963,000
-16.8%
136,362
-17.8%
3.45%
-26.6%
Q3 2021$8,370,000
+489.0%
165,871
+501.5%
4.70%
+475.7%
Q2 2021$1,421,000
+11.7%
27,578
+11.2%
0.82%
+16.6%
Q1 2021$1,272,000
+41.5%
24,808
+30.3%
0.70%
+35.1%
Q4 2020$899,000
+17.8%
19,037
+2.0%
0.52%
+5.5%
Q3 2020$763,000
+27.8%
18,661
+21.3%
0.49%
+15.3%
Q2 2020$597,00015,3860.43%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q2 2023
NameSharesValueWeighting ↓
TFO Wealth Partners, LLC 4,771,248$185,077,00072.92%
Ebor Charitable Trust 859,850$33,356,00037.13%
WealthNavi Inc. 16,543,746$641,732,00027.80%
Cliffwater LLC 1,866,529$72,403,00024.64%
Wind River Trust Co 1,400,852$54,339,00023.07%
Hernani Holdings LLC 2,394,705$92,891,00022.31%
Michael & Susan Dell Foundation 2,442,641$94,750,00020.63%
YALE UNIVERSITY 1,627,000$54,244,00020.29%
Ally Invest Advisors Inc. 1,674,395$64,950,00020.10%
Aufman Associates Inc 440,114$17,072,00019.37%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders