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Vanguard Tax-Managed Balanced

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Oakworth Capital, Inc.
NEW
Shares1,380
Change+1,380
Value$69.3K
Filed 2026-10-26
Ethos Financial Group, LLC
N/A
Shares— from 99,838
Change-99,838 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 6,252
Change-6,252 (-100%)
Value—
Status
Oakworth Capital, Inc.
NEW1,380—+1,380——$69.3K—2026-10-26
Ethos Financial Group, LLC
N/A—99,838-99,838-100%$5.0M———
North Star Asset Management Inc
N/A—6,252-6,252-100%$321.4K———
Showing 3 of 3 institutions