Sovereign Financial Group, 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
Sovereign Financial Group, Inc. ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$13,665,926
+4.2%
312,578
+10.0%
4.86%
+13.8%
Q2 2023$13,119,605
+26.2%
284,097
+23.4%
4.28%
+10.8%
Q1 2023$10,397,475
+33.7%
230,185
+24.2%
3.86%
+25.9%
Q4 2022$7,778,388
-43.7%
185,332
-51.2%
3.06%
-45.3%
Q3 2022$13,819,000
+0.1%
380,056
+12.3%
5.60%
+3.0%
Q2 2022$13,810,000
+27.4%
338,470
+50.0%
5.44%
+35.5%
Q1 2022$10,836,000
+220.2%
225,605
+240.4%
4.02%
+195.4%
Q4 2021$3,384,000
+112.0%
66,282
+109.7%
1.36%
+48.0%
Q3 2021$1,596,000
+209.9%
31,604
+201.2%
0.92%
+194.2%
Q2 2021$515,0000.0%10,4930.0%0.31%
-3.1%
Q1 2021$515,000
+116.4%
10,493
+107.7%
0.32%
+88.3%
Q4 2020$238,0005,0510.17%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q3 2023
NameSharesValueWeighting ↓
YALE UNIVERSITY 4,406,986$239,252,00082.03%
Michael & Susan Dell Foundation 2,601,770$134,043,00073.37%
TFO Wealth Partners, LLC 4,842,305$251,170,00049.67%
Ebor Charitable Trust 335,626$17,291,00032.06%
WealthNavi Inc. 23,430,398$1,207,134,00027.75%
Cliffwater LLC 1,618,088$83,364,00021.96%
Hernani Holdings LLC 1,968,966$101,441,00021.82%
GP Brinson Investments LLC 541,082$27,877,00019.78%
Ally Invest Advisors Inc. 2,659,419$137,013,00018.94%
Wind River Trust Co 997,281$51,380,00018.70%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders