Vanguard Tax-MGD SM Cap-AdmVTMSX
13F holders, Q1 2026 (March 31)2holders
1new positions
1sold out
$101.49avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Vanguard Tax-MGD SM Cap-Adm (VTMSX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($3.0M) and North Star Asset Management Inc. ($1.2M).
- Company
- Vanguard Tax-MGD SM Cap-Adm
- Filed as
- VANGD TX MNGD S/C (Q1 2026)
- CUSIP
- 921943403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.2M |
| Exits | 1 | $15K |
All 13F filers, Q4 2025 → Q1 2026: 11,913 shares bought and 1,458 shares sold, net +10,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| First Merchants Corp. | 0.11% | Reduce -4.3% | 29,095 | $3.0M |
| North Star Asset Management Inc. | 0.05% | New | 11,913 | $1.2M |
"% 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.