PLANNING ALTERNATIVES LTD /ADV - VANGUARD TAX MANAGED INTL FD ownership

VANGUARD TAX MANAGED INTL FD's ticker is VEA and the CUSIP is 921943858. A total of 1,535 filers reported holding VANGUARD TAX MANAGED INTL FD in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.

Quarter-by-quarter ownership
PLANNING ALTERNATIVES LTD /ADV ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$58,861,479
-6.9%
1,346,328
-1.6%
11.41%
-1.9%
Q2 2023$63,190,808
+1.9%
1,368,359
-0.3%
11.62%
-3.6%
Q1 2023$61,986,878
+11.7%
1,372,302
+3.8%
12.06%
+19.4%
Q4 2022$55,478,270
-11.4%
1,321,855
-23.2%
10.10%
-22.6%
Q3 2022$62,606,000
-9.0%
1,721,842
+2.1%
13.04%
+0.7%
Q2 2022$68,773,000
-13.7%
1,685,622
+1.6%
12.95%
+1.7%
Q1 2022$79,715,000
-4.0%
1,659,695
+2.0%
12.73%
-0.6%
Q4 2021$83,078,000
+1.2%
1,627,073
+0.1%
12.81%
-5.3%
Q3 2021$82,072,000
-1.7%
1,625,509
+0.3%
13.53%
-0.8%
Q2 2021$83,500,000
+8.1%
1,620,738
+3.1%
13.64%
+6.1%
Q1 2021$77,226,000
+2.9%
1,572,504
-1.1%
12.86%
-3.3%
Q4 2020$75,028,000
-10.4%
1,589,242
-22.4%
13.30%
-15.4%
Q3 2020$83,716,000
+37.2%
2,046,837
+30.2%
15.72%
+27.2%
Q2 2020$61,002,000
+7.2%
1,572,634
-7.9%
12.36%
-6.5%
Q1 2020$56,930,000
-22.4%
1,707,545
+2.5%
13.22%
+3.3%
Q4 2019$73,382,000
+14.5%
1,665,506
+6.8%
12.80%
+9.1%
Q3 2019$64,090,000
-1.9%
1,560,124
-0.4%
11.72%
-1.8%
Q2 2019$65,349,000
+0.5%
1,566,741
-1.5%
11.94%
+0.4%
Q1 2019$65,003,000
+4.2%
1,590,493
-5.4%
11.89%
-8.7%
Q4 2018$62,358,000
-17.5%
1,680,820
-3.7%
13.02%
+0.9%
Q3 2018$75,553,000
+4.5%
1,746,092
+3.6%
12.91%
+0.4%
Q2 2018$72,331,000
-1.7%
1,686,048
+1.4%
12.86%
-3.8%
Q1 2018$73,576,000
+7.9%
1,662,740
+9.4%
13.37%
+9.8%
Q4 2017$68,209,000
+5.2%
1,520,485
+1.8%
12.18%
+1.0%
Q3 2017$64,832,000
+3.7%
1,493,490
-1.3%
12.06%
+1.0%
Q2 2017$62,517,000
+4.7%
1,512,985
-0.4%
11.94%
+3.1%
Q1 2017$59,714,000
+9.7%
1,519,438
+2.0%
11.58%
+3.0%
Q4 2016$54,429,000
-6.3%
1,489,573
-4.1%
11.24%
-9.7%
Q3 2016$58,095,000
+3.6%
1,552,920
-2.1%
12.44%
+1.9%
Q2 2016$56,093,000
+0.2%
1,586,329
+1.7%
12.21%
-1.3%
Q1 2016$55,979,000
+95.7%
1,560,183
+100.3%
12.37%
+86.0%
Q4 2015$28,606,000
+9.7%
779,033
+6.4%
6.65%
+3.8%
Q3 2015$26,088,000
+0.3%
731,973
+11.6%
6.41%
+16.9%
Q2 2015$26,003,000
+19.8%
655,820
+14.5%
5.48%
+17.7%
Q4 2014$21,702,000
+123.9%
572,912
+134.9%
4.66%
+95.5%
Q3 2014$9,693,000
+15.3%
243,858
+23.6%
2.38%
+14.7%
Q2 2014$8,406,000
+119.9%
197,366
+113.1%
2.08%
+85.7%
Q1 2014$3,822,00092,6081.12%
Other shareholders
VANGUARD TAX MANAGED INTL FD shareholders Q2 2021
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 2,492,484$90,627,00085.50%
TFO Wealth Partners, LLC 4,711,661$171,316,00042.80%
Ebor Charitable Trust 247,686$9,006,00031.34%
WealthNavi Inc. 36,920,514$1,342,430,00028.30%
Hernani LP 2,313,836$84,131,00025.84%
SCHRODERS IS Ltd 1,147,750$41,732,00023.46%
MBB PUBLIC MARKETS I LLC 22,604,256$821,891,00021.58%
Jasper Ridge Partners, L.P. 8,388,462$305,004,00020.43%
SOFI WEALTH, LLC 3,128,559$113,754,00019.04%
PACK Private Wealth, LLC 554,170$20,150,00018.95%
View complete list of VANGUARD TAX MANAGED INTL FD shareholders