Holloway Wealth Management, LLC - VANGUARD TAX-MANAGED BALANCED ownership

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VANGUARD TAX-MANAGED BALANCED's ticker is and the CUSIP is 921943304. A total of 2 filers reported holding VANGUARD TAX-MANAGED BALANCED in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Holloway Wealth Management, LLC ownership history of VANGUARD TAX-MANAGED BALANCED
ValueSharesWeighting
Q1 2022$165,000
-5.2%
4,121
+0.4%
0.05%
-6.0%
Q4 2021$174,000
+4.2%
4,105
-0.4%
0.05%
-2.0%
Q3 2021$167,0000.0%4,120
+0.0%
0.05%0.0%
Q2 2021$167,000–4,119–0.05%–
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Other shareholders
VANGUARD TAX-MANAGED BALANCED shareholders Q1 2022
NameSharesValueWeighting ↓
JAMES INVESTMENT RESEARCH INC 63,390$2,538,0000.27%
Holloway Wealth Management, LLC 4,121$165,0000.05%
View complete list of VANGUARD TAX-MANAGED BALANCED shareholders