Vanguard Tax-MGD SM Cap-AdmVTMSX
13F holders, Q2 2024 (June 30)2holders
1new positions
1sold out
$86.50avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Vanguard Tax-MGD SM Cap-Adm (VTMSX) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($2.8M) and Silvercrest Asset Management Group LLC ($729K).
- Company
- Vanguard Tax-MGD SM Cap-Adm
- Filed as
- VANGD TX MNGD S/C (Q2 2024)
- CUSIP
- 921943403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2.8M |
| Exits | 1 | $23K |
All 13F filers, Q1 2024 → Q2 2024: 32,516 shares bought and 258 shares sold, net +32,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| First Merchants Corp. | 0.11% | New | 32,478 | $2.8M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +0.5% | 8,421 | $729K |
"% 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.