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Vanguard Tax- Managed Small-ca mf shares owned by Sontag Advisory

Quarter-by-quarter ownership of Vanguard Tax- Managed Small-ca mf (VTMSX) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $299k 2.5k 121.19

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding Vanguard Tax- Managed Small-ca mf

First Merchants Bank, National Association
North Star Asset Management
Sontag Advisory
Park Place Capital Corp

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