Vanguard Tax MGD Balance-AdmVTMFX
13F holders, Q2 2024 (June 30)2holders
$43.58avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Vanguard Tax MGD Balance-Adm (VTMFX) in their 13F filings. The largest holders were ORG Partners LLC ($285K) and Financial Gravity Asset Management, Inc. ($163K).
- Company
- Vanguard Tax MGD Balance-Adm
- CUSIP
- 921943304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $448K |
| Exits | 0 | $0 |
Ownership 2 holders
| ORG Partners LLC | 0.04% | New | 6,529 | $285K |
| Financial Gravity Asset Management, Inc. | 0.04% | New | 3,741 | $163K |
"% 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.