Vault-13

VANGUARD LTD-TERM TX-EX ADM VMLUX

COM · Open-End Fund · CUSIP 922907886

5 institutional holders +1 vs Q1 2024
1,091,1771.1m shares reported held*
$11.8mreported value*
1 new 2 added 2 reduced 0 sold out net bought ≈ $5.3m (+489.7k 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 ≈ $10.78.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 5Q4 22: 4Q1 23: 3Q2 23: 3Q3 23: 3Q4 23: 4Q1 24: 4Q2 24: 55Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 20225
Q4 20224
Q1 20233
Q2 20233
Q3 20233
Q4 20234
Q1 20244
Q2 20245

Buyers vs sellers

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

Bought or addedCut or sold out
404Q4 22: 1 bought or addedQ4 22: 4 cut or sold outQ4 22Q1 23: 0 bought or addedQ1 23: 3 cut or sold outQ2 23: 1 bought or addedQ2 23: 1 cut or sold outQ2 23Q3 23: 1 bought or addedQ3 23: 2 cut or sold outQ4 23: 1 bought or addedQ4 23: 3 cut or sold outQ4 23Q1 24: 4 bought or addedQ1 24: 0 cut or sold outQ2 24: 3 bought or addedQ2 24: 2 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202214
Q1 202303
Q2 202311
Q3 202312
Q4 202313
Q1 202440
Q2 202432

Biggest buyers

FIRST MERCHANTS CORP New +648,890+648.9k
ENCOMPASS WEALTH ADVISORS, LLC Added +914+914
Ancora Advisors LLC Added +102+102

Biggest sellers

MOTCO Reduced -157,817-157.8k
Financial Gravity Asset Management, Inc. Reduced -2,387-2.4k

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FIRST MERCHANTS CORP 0.28% of their portfolio Muncie, IN 648,890648.9k $7.0m $7.0m 0.28% New
2 MOTCO 0.14% of their portfolio SAN ANTONIO, TX 223,631223.6k $2.4m $2.4m 0.14% Reduced -157.8k -157,817
3 Ancora Advisors LLC 0.03% of their portfolio Cleveland, OH 109,517109.5k $1.2m $1.2m 0.03% Added +102 +102
4 ENCOMPASS WEALTH ADVISORS, LLC 0.30% of their portfolio PORTLAND, OR 106,700106.7k $1.2m $1.2m 0.30% Added +914 +914
5 Financial Gravity Asset Management, Inc. 0.01% of their portfolio Lakeway, TX 2,4392.4k $26.3k $26.3k 0.01% Reduced -2.4k -2,387