Vanguard Tax-MGD SM Cap-AdmVTMSX

13F holders, Q1 2024 (March 31)
2holders
$89.76avg. 13F price*

At the end of Q1 2024, 2 institutions reported holding Vanguard Tax-MGD SM Cap-Adm (VTMSX) in their 13F filings. The largest holders were Silvercrest Asset Management Group LLC ($752K) and Game Plan Financial Advisors, LLC ($23K).

Company
Vanguard Tax-MGD SM Cap-Adm
CUSIP
921943403
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$776K
Exits1$15K

Ownership 2 holders

Silvercrest Asset Management Group LLC 0.01% New 8,383 $752K
Game Plan Financial Advisors, LLC 0.01% New 258 $23K

"% 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.