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 1,877 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
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 Q3 2023
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 2,373,285$119,827,00080.66%
SCHRODERS IS Ltd 5,021,060$253,513,00077.10%
TFO Wealth Partners, LLC 4,842,156$244,480,00048.32%
Ebor Charitable Trust 335,626$16,946,00031.70%
WealthNavi Inc. 26,980,196$1,362,230,00028.03%
Standard Family Office LLC 1,474,136$74,429,00021.59%
Cliffwater LLC 1,595,538$80,559,00021.14%
GP Brinson Investments LLC 541,082$27,319,00020.68%
Ally Invest Advisors Inc. 2,956,521$149,275,00018.78%
Aufman Associates Inc 445,784$22,508,00018.51%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders