CUSIP 921943304
VANGUARD TAX-MANAGED BALANCED ADM
6 institutions · $868.9K total · 62,459 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 6,252 | $307.7K | 10.00% | 2025-12-31 |
| 2 | ORG Partners LLC | 6,529 | $284.6K | 10.45% | 2024-06-30 |
| 3 | Financial Gravity Asset Management, Inc. | 3,741 | $163.0K | 5.98% | 2024-06-30 |
| 4 | Kohmann Bosshard Financial Services, LLC | 1,223 | $60.2K | 1.95% | 2025-12-31 |
| 5 | Strategic Investment Solutions, Inc. /IL | 1,297 | $51.9K | 2.07% | 2023-12-31 |
| 6 | JAMES INVESTMENT RESEARCH INC | 43,417 | $1.6K | 69.51% | 2023-06-30 |