VTMSX
Vanguard Tax-Managed Small-Cap Fund Admiral Shares
1W: -0.9%
1M: -4.9%
3M: -6.5%
YTD: +12.9%
1Y: +15.2%
3Y: +51.1%
5Y: +33.1%
$113.45
+1.37 (+1.22%)
Weekly Expected Move ±1.3%
$109
$111
$112
$114
$115
Institutional Ownership — VTMSX
5
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
2
New Positions
0
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | 26,158 | 3M | -2,937 | -10.1% | 9Q | SEC ↗ |
| 2 | NORTH STAR ASSET MANAGEMENT INC | 11,913 | 1M | — | +0.0% | 2Q | SEC ↗ |
| 3 | Wealthspire Advisors, LLC NEW | 2,463 | 279K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Park Place Capital Corp NEW | 2,461 | 279K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Kohmann Bosshard Financial Services, L | 0 | 0K | -155 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 2,463 | 279K |
| Park Place Capital Corp | 2,461 | 279K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 155 | 18K |
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FIRST MERCHANTS CORP | -2,937 | -10.1% | 26,158 |