Financial Planning & Information Services, Inc. - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,877 filers reported holding VANGUARD TAX MANAGED INTL FD in Q3 2023. The put-call ratio across all filers is 0.63 and the average weighting 1.7%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$3,099,975
-4.3%
70,905
+1.1%
0.58%
-3.4%
Q2 2023$3,238,698
-1.4%
70,132
-3.6%
0.60%
-6.3%
Q1 2023$3,285,544
+0.7%
72,737
-6.4%
0.64%
-7.9%
Q4 2022$3,262,324
+19.6%
77,730
+3.6%
0.69%
+4.7%
Q3 2022$2,728,000
-8.5%
75,014
+2.6%
0.66%
-9.2%
Q2 2022$2,983,000
-14.2%
73,116
+1.0%
0.73%
-6.3%
Q1 2022$3,477,000
-4.2%
72,400
+1.8%
0.78%
-13.1%
Q4 2021$3,631,000
+1.7%
71,114
+0.5%
0.89%
-7.9%
Q3 2021$3,572,000
-1.1%
70,748
+1.0%
0.97%
-8.2%
Q2 2021$3,610,000
+4.6%
70,069
-0.3%
1.06%
+0.1%
Q1 2021$3,451,000
+3.5%
70,281
-0.5%
1.06%
-5.8%
Q4 2020$3,334,000
+13.3%
70,620
-1.8%
1.12%
-1.9%
Q3 2020$2,942,000
+2.4%
71,923
-2.9%
1.14%
-5.1%
Q2 2020$2,874,000
+35.7%
74,104
+16.7%
1.21%
+9.5%
Q1 2020$2,118,000
-18.0%
63,513
+8.3%
1.10%
+7.2%
Q4 2019$2,583,000
+9.2%
58,632
+1.8%
1.03%
+2.5%
Q3 2019$2,366,000
-8.7%
57,600
-7.3%
1.00%
-10.7%
Q2 2019$2,592,000
+2.7%
62,154
+0.6%
1.12%
-0.2%
Q1 2019$2,524,000
-8.9%
61,762
-17.3%
1.12%
-18.0%
Q4 2018$2,771,000
-67.3%
74,701
-61.8%
1.37%
-58.1%
Q3 2018$8,465,000
-26.4%
195,641
-27.0%
3.27%
-23.8%
Q2 2018$11,494,000
-6.9%
267,927
-4.0%
4.29%
-0.8%
Q1 2018$12,343,000
-5.7%
278,948
-4.4%
4.33%
-2.6%
Q4 2017$13,090,000
+4.4%
291,804
+1.0%
4.44%
+0.5%
Q3 2017$12,540,000
+5.2%
288,866
+0.2%
4.42%
+3.2%
Q2 2017$11,917,000
+6.0%
288,403
+0.8%
4.29%
+3.6%
Q1 2017$11,245,000
+10.6%
286,141
+2.8%
4.14%
+4.9%
Q4 2016$10,168,000
-0.5%
278,270
+1.9%
3.95%
-6.1%
Q3 2016$10,214,000
+10.3%
273,018
+4.3%
4.20%
-1.0%
Q2 2016$9,258,000
+0.4%
261,830
+1.9%
4.25%
-10.3%
Q1 2016$9,223,000
+9.5%
257,050
+12.1%
4.74%
-1.5%
Q4 2015$8,421,000
+28.7%
229,326
+24.9%
4.81%
+16.8%
Q3 2015$6,544,000
-0.8%
183,627
+10.4%
4.12%
+4.3%
Q2 2015$6,594,000
+2.5%
166,294
+3.0%
3.95%
-4.8%
Q1 2015$6,432,000
+22.8%
161,491
+9.6%
4.15%
+14.2%
Q4 2014$5,236,0000.0%147,403
+11.9%
3.63%0.0%
Q3 2014$5,236,000
+1.3%
131,719
+8.6%
3.63%
+4.3%
Q2 2014$5,168,000
+9.1%
121,335
+5.7%
3.48%
+5.5%
Q1 2014$4,736,000
+4.0%
114,752
+5.0%
3.30%
+2.2%
Q4 2013$4,556,000109,3003.23%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q3 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