MARSHALL FINANCIAL GROUP INC /ADV - 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
MARSHALL FINANCIAL GROUP INC /ADV ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$7,911,240
-4.1%
180,952
+1.3%
3.22%
+1.9%
Q2 2023$8,251,812
+1.5%
178,688
-0.8%
3.16%
-4.3%
Q1 2023$8,133,267
+7.6%
180,059
-0.0%
3.31%
+1.8%
Q4 2022$7,560,164
+13.7%
180,133
-1.5%
3.25%
+3.3%
Q3 2022$6,650,000
-4.8%
182,895
+6.8%
3.14%
-1.0%
Q2 2022$6,986,000
-14.9%
171,217
+0.2%
3.17%
-3.0%
Q1 2022$8,209,000
-5.8%
170,915
+0.1%
3.27%
-3.1%
Q4 2021$8,716,000
+6.3%
170,698
+5.1%
3.38%
-2.2%
Q3 2021$8,203,000
-1.3%
162,470
+0.7%
3.45%
-2.3%
Q2 2021$8,310,000
+5.9%
161,305
+1.0%
3.54%
-0.7%
Q1 2021$7,846,000
+0.8%
159,773
-3.1%
3.56%
-6.6%
Q4 2020$7,787,000
+13.8%
164,953
-1.4%
3.81%
-5.7%
Q3 2020$6,843,000
+8.9%
167,321
+3.3%
4.04%
-3.0%
Q2 2020$6,281,000
+61.1%
161,916
+38.4%
4.17%
+32.2%
Q1 2020$3,899,000
+94.2%
116,958
+156.6%
3.15%
+132.5%
Q4 2019$2,008,000
+16.7%
45,585
+8.8%
1.36%
+3.4%
Q3 2019$1,721,000
-21.8%
41,899
-20.6%
1.31%
-21.9%
Q2 2019$2,200,000
-6.4%
52,741
-8.3%
1.68%
-12.7%
Q1 2019$2,351,000
-21.7%
57,521
-28.9%
1.92%
-32.4%
Q4 2018$3,001,00080,8772.84%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q3 2023
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 1,883,769$82,358,38199.98%
TFO Wealth Partners, LLC 4,597,175$212,297,54844.37%
Ebor Charitable Trust 253,047$11,063,21533.31%
WealthNavi Inc. 39,205,089$1,714,04627.77%
Sterling Group Wealth Management, LLC 666,438$29,136,65727.57%
Jasper Ridge Partners, L.P. 10,088,323$441,061,46620.70%
PACK Private Wealth, LLC 640,272$27,557,30720.57%
SOFI WEALTH, LLC 3,709,839$162,194,17519.78%
Ally Invest Advisors Inc. 3,706,759$162,059,51918.95%
GP Brinson Investments LLC 547,920$23,955,06218.31%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders