VANGUARD TAX-MANAGED FUNDS - VTMSX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | History | Reduced | 30,398 | 2,988 | 0.11% | 0.11% | 1 | -330 | -1.07% | Q4 2025 | Jan 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 155 | 15 | 0.0% | — | 2 | +155 | New | Q4 2025 | Jan 30, 2026 |