VANGUARD TAX-MANAGED FUNDS - VTMGX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | History | Added to | 1,891,716 | 37,966 | 1.31% | 1.23% | 1 | +73,490 | 4.04% | Q4 2025 | Jan 08, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 173,764 | 2,913 | 0.6% | 0.57% | 2 | +2,014 | 1.17% | Q4 2025 | Feb 12, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 102,070 | 2,048 | 0.08% | 0.08% | 3 | -2,263 | -2.17% | Q4 2025 | Jan 12, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 33,581 | 673 | 0.28% | 0.28% | 4 | +554 | 1.68% | Q4 2025 | Feb 12, 2026 |
| Arvest Bank Trust Division | History | No change | 15,572 | 312 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 5,119 | 102 | 0.01% | — | 6 | +5,119 | New | Q4 2025 | Jan 30, 2026 |
| Estabrook Capital Management | History | No change | 3,300 | 66 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,612 | -100.0% | Q3 2025 | Oct 23, 2025 |