Vanguard Tax-MGD SM Cap-AdmVTMSX
13F holders, Q4 2025 (December 31)2holders +1
1new positions
0sold out
$98.32avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Vanguard Tax-MGD SM Cap-Adm (VTMSX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($3.0M) and Kohmann Bosshard Financial Services, LLC ($15K).
- Company
- Vanguard Tax-MGD SM Cap-Adm
- Filed as
- VANGD TX MNGD S/C (Q4 2025)
- CUSIP
- 921943403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $15K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 155 shares bought and 330 shares sold, net −175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| First Merchants Corp. | 0.11% | Reduce -1.1% | 30,398 | $3.0M |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 155 | $15K |
"% 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.