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Vanguard Tax- Managed Small-ca mf shares owned by North Star Asset Management

Quarter-by-quarter ownership of Vanguard Tax- Managed Small-ca mf (VTMSX) shares owned by North Star Asset Management from 13F filings

Historical chart of North Star Asset Management investment in Vanguard Tax- Managed Small-ca mf

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Tax- Managed Small-ca mf held by North Star Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Tax- Managed Small-ca mf by North Star Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 12k 101.50

More positions owned by North Star Asset Management

Apple (AAPL)
Schwab Us Broad Mkt Etf MFD (SCHB)
Vanguard Ttl Stk Mkt Etf MFD (VTI)
Alphabet Inc Class C cs (GOOG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Charles Schwab Corporation (SCHW)
Spdr S&p Large Cap 500 MFD (SPYM)
Visa (V)
Ss&c Technologies Holding (SSNC)
Asml Holding (ASML)
Ametek (AME)
Principal Financial (PFG)
Abbvie (ABBV)
Analog Devices (ADI)

View all positions for North Star Asset Management

Top funds holding Vanguard Tax- Managed Small-ca mf

First Merchants Bank, National Association
North Star Asset Management

View all funds holding Vanguard Tax- Managed Small-ca mf