Vanguard Tax-managed Balanced shares owned by North Star Asset Management
Quarter-by-quarter ownership of Vanguard Tax-managed Balanced (VTMFX) shares owned by North Star Asset Management
from 13F filings
Historical chart of North Star Asset Management investment in Vanguard Tax-managed Balanced
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Quarterly reported holdings in Vanguard Tax-managed Balanced by North Star Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $320k | 6.6k | 48.48 |
| 2025-06-30 | $305k | 6.6k | 46.25 |
| 2025-03-31 | $290k | 6.6k | 43.96 |
| 2024-12-31 | $298k | 6.6k | 45.23 |
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