As of 30 Sep 2025, 3 institutional investors reported holding 732,297 shares of VANGUARD LIMITED TAX - Mutual Funds.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 807,270 | $8,879,954 | +$867,097 | $11.00 | 1 |
| 2025 Q3 | 732,297 | $8,061,705 | -$272,176 | $11.01 | 3 |
| 2025 Q2 | 757,194 | $8,252,625 | +$225,939 | $10.90 | 4 |
| 2025 Q1 | 736,392 | $7,997,216 | +$305,633 | $10.86 | 1 |
| 2024 Q4 | 708,249 | $7,677,424 | -$998,348 | $10.84 | 1 |
| 2024 Q3 | 799,121 | $8,750,073 | -$3,141,847 | $10.95 | 4 |
| 2024 Q2 | 1,091,177 | $11,762,873 | +$5,305,086 | $10.78 | 5 |
| 2024 Q1 | 599,054 | $6,475,893 | +$1,870,530 | $10.81 | 4 |
| 2023 Q4 | 426,017 | $4,626,537 | -$684,375 | $10.86 | 4 |
| 2023 Q3 | 486,630 | $5,124,211 | -$3,813,534 | $10.53 | 3 |
| 2023 Q2 | 848,789 | $9,082,037 | -$37,557 | $10.70 | 3 |
| 2023 Q1 | 852,299 | $9,179,259 | -$159,353 | $10.77 | 3 |
| 2022 Q4 | 902,587 | $9,630,430 | -$535,844 | $10.67 | 4 |
| 2022 Q3 | 952,784 | $10,014,000 | +$2,062,269 | $10.51 | 4 |
| 2022 Q2 | 755,543 | $8,099,000 | -$78,221 | $10.72 | 5 |
| 2022 Q1 | 762,858 | $8,238,000 | -$1,003,487 | $10.80 | 4 |
| 2021 Q4 | 855,113 | $9,551,000 | -$25,825,723 | $11.17 | 6 |
| 2021 Q3 | 3,154,295 | $35,396,000 | +$24,632,008 | $11.19 | 6 |
| 2021 Q2 | 961,984 | $10,803,000 | -$60,937 | $11.23 | 6 |
| 2021 Q1 | 967,333 | $10,859,000 | +$3,954,782 | $11.22 | 5 |
| 2020 Q4 | 615,318 | $6,929,000 | -$458,178 | $11.26 | 2 |
| 2020 Q3 | 655,995 | $7,367,000 | -$1,156,237 | $11.23 | 2 |
| 2020 Q2 | 758,947 | $8,478,000 | +$32,850 | $11.17 | 2 |
| 2020 Q1 | 756,006 | $8,294,000 | -$437,992 | $10.97 | 2 |
| 2019 Q4 | 795,928 | $8,819,000 | +$1,307,665 | $11.08 | 2 |
| 2019 Q3 | 677,932 | $7,498,000 | +$407,418 | $11.07 | 2 |
| 2019 Q2 | 641,088 | $7,084,000 | -$1,552,975 | $11.05 | 2 |
| 2019 Q1 | 782,327 | $8,582,000 | -$1,333,344 | $10.97 | 3 |
| 2018 Q4 | 903,985 | $9,818,000 | +$361,855 | $10.86 | 4 |
| 2018 Q3 | 870,784 | $9,403,000 | +$264,666 | $10.80 | 5 |
| 2018 Q2 | 1,001,414 | $10,859,000 | +$1,049,326 | $10.85 | 5 |
| 2018 Q1 | 749,404 | $8,108,000 | -$9,007,553 | $10.82 | 2 |
| 2017 Q4 | 1,576,610 | $17,169,000 | -$21,765,124 | $10.89 | 4 |
| 2017 Q3 | 3,544,577 | $38,955,000 | +$7,318,530 | $10.99 | 4 |
| 2017 Q2 | 2,878,654 | $31,550,000 | +$24,445,232 | $10.96 | 3 |
| 2017 Q1 | 648,231 | $7,079,000 | -$671,949 | $10.92 | 1 |
| 2016 Q4 | 709,762 | $7,694,000 | -$165,338 | $10.84 | 1 |
| 2016 Q3 | 724,324 | $8,003,000 | +$511,082 | $11.05 | 3 |
| 2016 Q2 | 678,067 | $7,526,986 | -$164,075 | $11.10 | 3 |
| 2016 Q1 | 691,810 | $7,644,000 | +$259,366 | $11.05 | 3 |
| 2015 Q4 | 669,499 | $7,376,792 | +$189,190 | $11.01 | 4 |
| 2015 Q3 | 651,169 | $7,175,000 | +$658,883 | $11.01 | 3 |
| 2015 Q2 | 591,357 | $6,493,000 | -$300,457 | $10.98 | 2 |
| 2015 Q1 | 618,595 | $6,829,000 | +$747,460 | $11.04 | 3 |
| 2014 Q4 | 550,858 | $6,081,000 | +$568,315 | $11.04 | 2 |
| 2014 Q3 | 499,377 | $5,528,000 | +$823,447 | $11.07 | 2 |
| 2014 Q2 | 424,991 | $4,704,000 | +$261,899 | $11.07 | 2 |
| 2014 Q1 | 401,331 | $4,433,000 | +$72,484 | $11.08 | 2 |