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 | 29,095 | 2,952 | 0.11% | 0.11% | 1 | -1,303 | -4.29% | Q1 2026 | Apr 16, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | New | 11,913 | 1,209 | 0.05% | — | 2 | +11,913 | New | Q1 2026 | May 06, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q1 2026 | May 01, 2026 |