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Vanguard Tax-managed Balanced shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Vanguard Tax-managed Balanced (VTMFX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Vanguard Tax-managed Balanced

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All positions including Vanguard Tax-managed Balanced held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Tax-managed Balanced by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.0M 100k 50.41

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