8 institutions reported holding $5.1M of VANGUARD TAX-MANAGED BAL (VTMFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: IMC-Chicago, LLC ($3.0M), SIMPLEX TRADING, LLC ($1.1M), GROUP ONE TRADING LLC ($570,312), NORTH STAR ASSET MANAGEMENT INC ($299,240), ADIRONDACK TRUST CO ($79,306). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | IMC-Chicago, LLC | $3.0M | 46,300 | Added |
| 2 | SIMPLEX TRADING, LLC | $1.1M | 17,500 | Added |
| 3 | GROUP ONE TRADING LLC | $570,312 | 8,900 | Trimmed |
| 4 | NORTH STAR ASSET MANAGEMENT INC | $299,240 | 6,252 | Hold |
| 5 | ADIRONDACK TRUST CO | $79,306 | 3,865 | Added |
| 6 | McIlrath & Eck, LLC | $68,293 | 1,427 | New |
| 7 | Fifth Third Wealth Advisors LLC | $0 | 0 | Exited |
| 8 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31