Vanguard Tax-MGD SM Cap-AdmVTMSX
13F holders, Q2 2026 (June 30)4holders +2
2new positions
0sold out
$121.19avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Vanguard Tax-MGD SM Cap-Adm (VTMSX) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($3.2M), North Star Asset Management Inc. ($1.4M) and Wealthspire Advisors, LLC ($299K).
- Company
- Vanguard Tax-MGD SM Cap-Adm
- Filed as
- VANGD TX MNGD S/C (Q2 2026)
- CUSIP
- 921943403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $597K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 4,924 shares bought and 2,937 shares sold, net +1,987 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| First Merchants Corp. | 0.11% | Reduce -10.1% | 26,158 | $3.2M |
| North Star Asset Management Inc. | 0.06% | No change | 11,913 | $1.4M |
| Wealthspire Advisors, LLC | 0.00% | New | 2,463 | $299K |
| Park Place Capital Corp | 0.05% | New | 2,461 | $298K |
"% of holder's portfolio" is VTMSX's weight in each manager's 13F, not the share of Vanguard Tax-MGD SM Cap-Adm the manager owns.