Institutional Ownership
Vanguard Tax-Managed Bal
CUSIP 921943304MFDVTMFXQ1 2026
Institutional Holders
2
13F filers
Shares Held
7.7K
Aggregate institutional
Institutional Value
$367.5K
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased0
Sold out1
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | North Star Asset Management Inc | 6.3K | $299.2K | 0 | Held |
| 2 | Mcilrath & Eck, LLC | 1.4K | $68.3K | +1.4K | New |