2 institutions reported holding $5.4M of VANGUARD TAX-MANAGED BAL (VTMFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ethos Financial Group, LLC ($5.0M), NORTH STAR ASSET MANAGEMENT INC ($321,374). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $5.0M | 99,838 | New |
| 2 | NORTH STAR ASSET MANAGEMENT INC | $321,374 | 6,252 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30