VTMFX
Vanguard Tax-Managed Balanced Fund Admiral Shares
1W: -2.1%
1M: -5.6%
3M: -4.5%
YTD: -4.3%
1Y: +8.9%
3Y: +33.6%
5Y: +33.7%
$48.12
+0.05 (+0.10%)
Weekly Expected Move ±1.1%
$46
$47
$47
$48
$48
Institutional Ownership — VTMFX
2
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
0
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 6,252 | $301K | -345 | -5.2% | 5Q | SEC ↗ |
| 2 | Kohmann Bosshard Financial Services, L NEW | 1,223 | $59K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 1,223 | $59K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | -345 | -5.2% | 6,252 |