SUMMIT FINANCIAL GROUP, INC. - 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
SUMMIT FINANCIAL GROUP, INC. ownership history of VANGUARD TAX MANAGED INTL FD
ValueSharesWeighting
Q3 2023$2,037,526
-5.3%
46,6040.0%0.86%
+2.4%
Q2 2023$2,152,172
+2.2%
46,6040.0%0.84%
+4.9%
Q1 2023$2,105,102
+107084.4%
46,604
-0.4%
0.80%
+2.6%
Q4 2022$1,964
-99.9%
46,804
-7.7%
0.78%
+1.6%
Q3 2022$1,844,000
-11.0%
50,707
-0.1%
0.77%
-4.1%
Q2 2022$2,071,000
-19.2%
50,743
-4.9%
0.80%
-7.8%
Q1 2022$2,562,000
-17.7%
53,336
-12.5%
0.87%
-14.4%
Q4 2021$3,112,000
+1.1%
60,9370.0%1.01%
-9.0%
Q3 2021$3,077,000
-2.0%
60,9370.0%1.11%
-5.2%
Q2 2021$3,139,000
+1.9%
60,937
-2.9%
1.17%
-8.2%
Q1 2021$3,081,000
-4.7%
62,731
-8.4%
1.28%
-9.6%
Q4 2020$3,233,000
-20.3%
68,493
-31.0%
1.42%
-29.7%
Q3 2020$4,058,000
-6.3%
99,198
-11.2%
2.01%
-10.7%
Q2 2020$4,332,000
+1.1%
111,682
-13.1%
2.25%
-11.9%
Q1 2020$4,286,000
-28.6%
128,529
-5.6%
2.56%
-11.1%
Q4 2019$6,001,000
+11.6%
136,202
+4.0%
2.88%
+5.2%
Q3 2019$5,379,000
+36.8%
130,934
+38.9%
2.73%
+53.8%
Q2 2019$3,933,000
+105.4%
94,277
+113.1%
1.78%
+24.6%
Q3 2018$1,915,000
+790.7%
44,246
+781.9%
1.43%
+754.5%
Q2 2018$215,0005,0170.17%
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