Intergy Private Wealth, 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
Intergy Private Wealth, LLC ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$12,842,852
-0.6%
293,752
+4.9%
6.42%
+1.5%
Q2 2023$12,925,779
+11.5%
279,908
+9.0%
6.33%
-2.5%
Q1 2023$11,595,668
+11.0%
256,715
+3.2%
6.49%
-0.6%
Q4 2022$10,442,354
+23.3%
248,809
+6.8%
6.53%
+8.7%
Q3 2022$8,467,000
-6.4%
232,877
+5.1%
6.01%
-15.8%
Q2 2022$9,042,000
-2.7%
221,607
+14.6%
7.13%
+10.1%
Q1 2022$9,289,000
+157.8%
193,397
+174.1%
6.48%
+130.1%
Q4 2021$3,603,00070,5662.82%
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