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 2,077 filers reported holding VANGUARD TAX MANAGED INTL FD in Q2 2024. The put-call ratio across all filers is 0.46 and the average weighting 1.7%.

Quarter-by-quarter ownership
Sovereign Financial Group, Inc. ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q2 2024$20,833,994
+7.6%
421,570
+9.2%
5.19%
+1.0%
Q1 2024$19,366,688
+9.1%
386,021
+4.2%
5.14%
-5.0%
Q4 2023$17,744,836
+29.8%
370,456
+18.5%
5.41%
+11.2%
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 Q2 2024
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