Vanguard Tax MGD Balance-AdmVTMFX
13F holders, Q4 2025 (December 31)2holders +1
1new positions
0sold out
$49.22avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Vanguard Tax MGD Balance-Adm (VTMFX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were North Star Asset Management Inc. ($308K) and Kohmann Bosshard Financial Services, LLC ($84K).
- Company
- Vanguard Tax MGD Balance-Adm
- CUSIP
- 921943304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $84K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 1,713 shares bought and 345 shares sold, net +1,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| North Star Asset Management Inc. | 0.01% | Reduce -5.2% | 6,252 | $308K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 1,713 | $84K |
"% 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.