DOSSIER · 13F Holders · Q2 2026
VTMFX
VANGUARD TAX-MANAGED BAL
4 institutions still hold VANGUARD TAX-MANAGED BAL as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 921943304·4 13F holders·last filed Jun 30, 2026
AI Holders Summary · Q2 2026
4 institutions reported VTMFX in Q2 2026. Ethos Financial Group, LLC leads at 91.6% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.