VTMFX VANGUARD TAX-MANAGED BAL: institutional ownership and insider trading

3 funds reported holding $5.42M of VANGUARD TAX-MANAGED BAL in their latest 13F filings; in Q2 2026 funds net bought $5.08M, with 1 new positions and 0 funds selling out.

Largest institutional holders of VTMFX

  1. Ethos Financial Group, LLC — $5.03M
  2. NORTH STAR ASSET MANAGEMENT INC — $321K
  3. McIlrath & Eck, LLC — $68.3K

All VTMFX 13F holders