Institutional Ownership
Vanguard Tax-Managed Fds
CUSIP 921943809Mutual FundVTMGXQ1 2026
Institutional Holders
7
13F filers
Shares Held
2.54M
Aggregate institutional
Institutional Value
$51.62M
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
Increased3
Decreased1
Sold out1
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 1.97M | $40.52M | +81.8K | Added |
| 2 | Great Lakes Advisors, LLC | 246.0K | $5.05M | +246.0K | New |
| 3 | Grey Fox Wealth Advisors, LLC | 174.2K | $2.97M | +465 | Added |
| 4 | First Merchants Corp | 97.7K | $2.00M | −4.4K | Reduced |
| 5 | Ironwood Investment Management LLC | 33.6K | $690.6K | +58 | Added |
| 6 | Arvest Bank Trust Division | 15.6K | $319.7K | 0 | Held |
| 7 | Estabrook Capital Management | 3.3K | $67.7K | 0 | Held |