VTMFX — Vanguard Tax-Managed Bal Anced Adm Institutional Holders · Q2 2026
Who owns Vanguard Tax-Managed Bal Anced Adm (VTMFX)? 2 institutions reported holding $5.35M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Ethos Financial Group, LLC ($5.0M), North Star Asset Management Inc ($321,374).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $5.0M | 99,838 | New |
| 2 | NORTH STAR ASSET MANAGEMENT INC | $321,374 | 6,252 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30