Vanguard Tax MGD Balance-AdmVTMFX
13F holders, Q1 2026 (March 31)2holders
1new positions
1sold out
$47.86avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Vanguard Tax MGD Balance-Adm (VTMFX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were North Star Asset Management Inc. ($299K) and McIlrath & Eck, LLC ($68K).
- Company
- Vanguard Tax MGD Balance-Adm
- CUSIP
- 921943304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $68K |
| Exits | 1 | $84K |
All 13F filers, Q4 2025 → Q1 2026: 1,427 shares bought and 1,713 shares sold, net −286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| North Star Asset Management Inc. | 0.01% | No change | 6,252 | $299K |
| McIlrath & Eck, LLC | 0.01% | New | 1,427 | $68K |
"% 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.