Vault-13

VANGUARD TAX-MANAGED BAL VTMFX

EQUITY FUNDS · Open-End Fund · CUSIP 921943304

2 institutional holders +0 vs Q1 2026
106,090106.1k shares reported held*
$5.4mreported value*
1 new 0 added 0 reduced 0 sold out net bought ≈ $5.1m (+99.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $50.47.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

012Q3 22: 1Q4 22: 1Q1 23: 2Q2 23: 1Q3 23: 2Q4 23: 2Q1 24: 1Q2 24: 2Q3 24: 0Q4 24: 1Q1 25: 1Q2 25: 1Q3 25: 1Q4 25: 2Q1 26: 2Q2 26: 22Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20221
Q4 20221
Q1 20232
Q2 20231
Q3 20232
Q4 20232
Q1 20241
Q2 20242
Q3 20240
Q4 20241
Q1 20251
Q2 20251
Q3 20251
Q4 20252
Q1 20262
Q2 20262

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
101Q3 24: 0 bought or addedQ3 24: 1 cut or sold outQ4 24: 1 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 0 bought or addedQ1 25: 0 cut or sold outQ2 25: 0 bought or addedQ2 25: 0 cut or sold outQ2 25Q3 25: 0 bought or addedQ3 25: 0 cut or sold outQ4 25: 1 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 1 cut or sold outQ2 26: 1 bought or addedQ2 26: 0 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202401
Q4 202410
Q1 202500
Q2 202500
Q3 202500
Q4 202511
Q1 202611
Q2 202610

Biggest buyers

Ethos Financial Group, LLC New +99,838+99.8k

Biggest sellers

None

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ethos Financial Group, LLC 0.34% of their portfolio KING OF PRUSSIA, PA 99,83899.8k $5.0m $5.0m 0.34% New
2 NORTH STAR ASSET MANAGEMENT INC 0.01% of their portfolio NEENAH, WI 6,2526.3k $321.4k $321.4k 0.01% Unchanged