VANGUARD TAX-MANAGED FDS
CUSIP 921943809
Vanguard Tax-Managed Fds has 7 institutional holders in Filings Flow’s 13F database, together reporting 2.54M shares worth $52M as of Q1 2026. The largest reported holders are Fulton Bank, N.a., Great Lakes Advisors, LLC, and Grey Fox Wealth Advisors, LLC.
Institutional Holders
7
Q1 2026
Reported Value
$52M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FULTON BANK, N.A.$3.3B AUM | 1.38% | $45M | 1.96M | Q2 2026 |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.57% | $3M | 174.2K | Q1 2026OLDER |
| IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM | 0.29% | $690,602 | 33.6K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.08% | $2M | 97.7K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.04% | $5M | 246.0K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.02% | $224,104 | 11.6K | Q3 2025OLDER |
| Arvest Bank Trust Division$1.8B AUM | 0.02% | $319,693 | 15.6K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 0.01% | $67,749 | 3.3K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.01% | $102,720 | 5.1K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.