Vanguard Tax-managed Bal (VTMFX) institutional ownership
VANGUARD TAX-MANAGED BAL · 13F, 2026Q2
| Managers holding | 2 |
|---|---|
| Shares held | 106,090 |
| Reported value | $5.4m |
| Quarter flows | 1 new, 0 added, 0 trimmed, 1 exited |
Top 2 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Ethos Financial Group, LLC | 99,838 | $5.0m | 0.3% |
| NORTH STAR ASSET MANAGEMENT INC | 6,252 | $321,374 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("VTMFX"). VTMFX price history · All 13F data