Vanguard Tax-MGD SM Cap-AdmVTMSX

13F holders, Q3 2024 (September 30)
1holders −1
0new positions
1sold out
$94.93avg. 13F price*

At the end of Q3 2024, 1 institutions reported holding Vanguard Tax-MGD SM Cap-Adm (VTMSX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holder was First Merchants Corp. ($3.0M).

Company
Vanguard Tax-MGD SM Cap-Adm
Filed as
VANGD TX MNGD S/C (Q3 2024)
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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits1$729K

All 13F filers, Q2 2024 → Q3 2024: 8,844 shares sold, net −8,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

First Merchants Corp. 0.12% Reduce -1.3% 32,055 $3.0M

"% 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.