13FBOX
VANGUARD TAX-MANAGED BAL · 13F Institutional Holdings
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VANGUARD TAX-MANAGED BAL

VTMFX
Institutions
2
Combined AUM (Q2 2026)
$5.4M
Combined Shares (Q2 2026)
106,090
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+99,838
1 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1,427
1 · 1 Exit · ≈
⚖️ Net
+98,411
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.4M
Institutions
2
New Buys
1
Adds
0
Reduces
0
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Ethos Financial Group, LLC
0.34%#1$5.0M99,838$00+99,838New Buy
NORTH STAR ASSET MANAGEMENT INC
0.01%0.02%#2$321,3746,252$299,2406,25200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow