Vanguard Tax-Managed Bal

Name: Vanguard Tax-Managed Bal — Institutional Ownership
Creator: FBInvestor

CUSIP 921943304MFDVTMFXQ4 2025

Vanguard Tax-Managed Bal — Institutional Ownership (13F) · FBInvestor

Institutional Holders

13F filers

Shares Held

8.0K

Aggregate institutional

Institutional Value

$392.0K

Q4 2025

Net New Holders

1 new · 0 closed

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

Q4 2025

New positions1

Increased0

Decreased1

Sold out0

2 funds hold this security · Q4 2025

#	Fund	Shares	Value	Δ Shares	Activity
1	North Star Asset Management Inc	6.3K	$307.7K	−345	Reduced
2	Kohmann Bosshard Financial Services, LLC	1.7K	$84.3K	+1.7K	New