Roberts Wealth Advisors, LLC - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,830 filers reported holding VANGUARD TAX MANAGED INTL FD in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 1.8%.

Quarter-by-quarter ownership
Roberts Wealth Advisors, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$6,658,900
-4.6%
152,587
+0.9%
2.93%
-4.6%
Q2 2023$6,982,601
-0.7%
151,204
-2.1%
3.07%
-4.8%
Q1 2023$7,029,878
+7.9%
154,401
+0.0%
3.22%
+2.5%
Q4 2022$6,515,258
+12.6%
154,390
+0.2%
3.14%
+10.5%
Q3 2022$5,785,000
-24.1%
154,067
-17.6%
2.84%
-14.4%
Q2 2022$7,626,000
-12.3%
187,085
+4.2%
3.32%
-2.5%
Q1 2022$8,695,000
-0.2%
179,473
+5.8%
3.41%
+8.5%
Q4 2021$8,715,000
+12.5%
169,642
+10.6%
3.14%
+2.4%
Q3 2021$7,744,000153,3743.06%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q1 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