Vanguard Tax MGD Balance-AdmVTMFX
13F holders, Q4 2024 (December 31)1holders −1
1new positions
0sold out
$45.23avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Vanguard Tax MGD Balance-Adm (VTMFX) in their 13F filings, down 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holder was North Star Asset Management Inc. ($298K).
- Company
- Vanguard Tax MGD Balance-Adm
- CUSIP
- 921943304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $298K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q4 2024: 6,597 shares bought, net +6,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| North Star Asset Management Inc. | 0.01% | New | 6,597 | $298K |
"% 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.