VANGUARD TAX-MANAGED BALANCED's ticker is and the CUSIP is 921943304. A total of 1 filers reported holding VANGUARD TAX-MANAGED BALANCED in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,647 | +4.8% | 43,417 | +0.5% | 0.22% | -0.9% |
| Q4 2022 | $1,571 | -99.9% | 43,195 | -14.0% | 0.22% | -11.6% |
| Q3 2022 | $1,742,000 | -12.3% | 50,209 | -8.7% | 0.25% | -6.4% |
| Q2 2022 | $1,987,000 | -21.7% | 55,016 | -13.2% | 0.27% | 0.0% |
| Q1 2022 | $2,538,000 | -5.3% | 63,390 | +0.4% | 0.27% | +8.6% |
| Q4 2021 | $2,679,000 | +5.1% | 63,147 | +0.3% | 0.24% | +3.4% |
| Q3 2021 | $2,550,000 | +0.1% | 62,941 | +0.4% | 0.24% | +8.7% |
| Q2 2021 | $2,548,000 | +5.0% | 62,717 | +0.4% | 0.22% | -0.9% |
| Q1 2021 | $2,426,000 | +2.4% | 62,493 | +0.4% | 0.22% | +3.3% |
| Q4 2020 | $2,369,000 | +9.7% | 62,244 | +2.6% | 0.21% | +7.0% |
| Q3 2020 | $2,159,000 | +14.8% | 60,659 | +9.6% | 0.20% | +13.7% |
| Q2 2020 | $1,880,000 | +11.6% | 55,369 | +0.5% | 0.18% | +0.6% |
| Q1 2020 | $1,684,000 | -24.0% | 55,113 | -14.9% | 0.17% | +12.3% |
| Q4 2019 | $2,217,000 | +4.6% | 64,728 | +0.5% | 0.16% | +0.6% |
| Q3 2019 | $2,119,000 | +1.3% | 64,387 | +0.5% | 0.15% | +1.3% |
| Q2 2019 | $2,091,000 | +3.1% | 64,068 | +0.5% | 0.15% | +15.2% |
| Q1 2019 | $2,028,000 | +21.7% | 63,745 | +13.5% | 0.13% | +26.9% |
| Q4 2018 | $1,666,000 | +14.4% | 56,179 | +22.3% | 0.10% | +73.3% |
| Q3 2018 | $1,456,000 | +5.7% | 45,924 | +2.8% | 0.06% | +13.2% |
| Q2 2018 | $1,378,000 | +15.1% | 44,684 | +13.3% | 0.05% | +17.8% |
| Q1 2018 | $1,197,000 | +33.3% | 39,454 | +34.9% | 0.04% | +45.2% |
| Q4 2017 | $898,000 | +3.2% | 29,244 | +0.6% | 0.03% | +6.9% |
| Q3 2017 | $870,000 | +2.7% | 29,083 | +0.5% | 0.03% | +11.5% |
| Q2 2017 | $847,000 | – | 28,932 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JAMES INVESTMENT RESEARCH INC | 63,390 | $2,538,000 | 0.27% |
| Holloway Wealth Management, LLC | 4,121 | $165,000 | 0.05% |