VTMFX
Vanguard Tax-Managed Balanced Fund Admiral Shares
1W: -0.3%
1M: -1.9%
3M: -2.1%
YTD: +2.3%
1Y: +3.8%
3Y: +38.8%
5Y: +32.3%
$50.64
+0.20 (+0.40%)
Weekly Expected Move ±1.0%
$49
$50
$50
$51
$51
Institutional Ownership — VTMFX
3
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
1
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC NEW | 99,838 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 2 | NORTH STAR ASSET MANAGEMENT INC | 6,252 | 317K | — | +0.0% | 7Q | SEC ↗ |
| 3 | McIlrath & Eck, LLC NEW | 1,427 | 72K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Kohmann Bosshard Financial Services, L | 0 | 0K | -1,512 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Ethos Financial Group, LLC | 99,838 | 5M |
| McIlrath & Eck, LLC | 1,427 | 72K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 1,512 | 77K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.