Vanguard Tax MGD Balance-AdmVTMFX
13F holders, Q2 2026 (June 30)2holders
1new positions
0sold out
$50.47avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Vanguard Tax MGD Balance-Adm (VTMFX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($5.0M) and North Star Asset Management Inc. ($321K).
- Company
- Vanguard Tax MGD Balance-Adm
- CUSIP
- 921943304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5.0M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 99,838 shares bought, net +99,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.34% | New | 99,838 | $5.0M |
| North Star Asset Management Inc. | 0.01% | No change | 6,252 | $321K |
"% of holder's portfolio" is VTMFX's weight in each manager's 13F, not the share of Vanguard Tax MGD Balance-Adm the manager owns.