VTMSX

Vanguard Tax-MGD SM Cap-AdmETF
UnclassifiedUSCUSIP 921943403◍ Confluence graph
Tracked 13F Holders
2
-1 QoQ
13F Value (tracked)
$4.4M
13F Moves · latest Q
1 added
1 trimmed
Recent Filings
0

Who owns VTMSX?

2 tracked 13F filers

2 tracked 13F filers disclose a position in VTMSX as of the latest SEC 13F filings, a combined $4.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1FIRST MERCHANTS CORP
$3.2M
26K
−10%
Reduced · −3K sh
Q2 2026
2NORTH STAR ASSET MANAGEMENT INC
$1.2M
12K
New
+12K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is VTMSX being bought or sold by institutions?

Last quarter, 1 fund opened a new position in VTMSX, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
0
funds
Reduced
1
funds
Exited
0
funds

Funds that own VTMSX also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT2 funds$342.2M
BROADCOM INCAVGO2 funds$331.6M
APPLE INCAAPL2 funds$266.9M
ALPHABET INC-CL CGOOG2 funds$264.5M
ALPHABET INC-CL AGOOGL2 funds$211.6M
ISHARES RUSSELL 1000 GROWTHIWF2 funds$173.5M
NVIDIA CORPNVDA2 funds$144.8M
CISCO SYSTEMS INCCSCO2 funds$144.8M
ABBOTT LABORATORIESABT2 funds$144.7M
AMAZON.COM INCAMZN2 funds$144.3M
JOHNSON & JOHNSONJNJ2 funds$132.3M
VANGUARD 500 INDEX-ADMVFIAX2 funds$128.0M

Ranked by how many of VTMSX's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

1 funds+0 since Q3 2024
012Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $3.2M

Share classes

Class13F holdersValue held
VEAcs2727 funds$140.7B
VTMGXMutual Funds8 funds$49.6M
VTCLXSH5 funds$3.9M
921943304OPEN END TAXABLE NO LOAD FUND3 funds$5.4M
VTMSXthis pageMutual Funds2 funds$4.4M
92194380WMUTUAL FUND1 funds$85K
92194380RMUTUAL FUND1 funds$6K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in VTMSX

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/VTMSX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for VTMSX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VTMSX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.