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 | 26,158 | 3,169 | 0.11% | 0.11% | 1 | -2,937 | -10.09% | Q2 2026 | Jul 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 11,913 | 1,443 | 0.06% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wealthspire Advisors, LLC | History | New | 2,463 | 298 | 0.0% | — | 3 | +2,463 | New | Q2 2026 | Aug 11, 2026 |
| Park Place Capital Corp | History | New | 2,461 | 298 | 0.05% | — | 4 | +2,461 | New | Q2 2026 | Aug 13, 2026 |