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Vanguard Tax Mgd Fd Balanced Port
Vanguard Tax Mgd Fd Balanced Port. Institutional holdings reported to the SEC.
Institutional Holders (2016Q2)
Portfolio Summary: 2 Institutional holders with a total value of $1,077,607.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHPLAN PARTNERS, LLC 26,416 729,607 67.71%
2 GUYASUTA INVESTMENT ADVISORS INC 12,622 348,000 32.29%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.