Vanguard Tax MGD Cap Ap-AdmVTCLX
13F holders, Q2 2026 (June 30)7holders +2
2new positions
0sold out
$386.44avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding Vanguard Tax MGD Cap Ap-Adm (VTCLX) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were North Star Asset Management Inc. ($1.9M), Stonekeep Investments, LLC ($851K) and Fulton Bank, N.A. ($789K).
- Company
- Vanguard Tax MGD Cap Ap-Adm
- CUSIP
- 921943866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.2M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 3,203 shares bought, net +3,203 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| North Star Asset Management Inc. | 0.07% | No change | 4,897 | $1.9M |
| Stonekeep Investments, LLC | 0.50% | New | 2,203 | $851K |
| Fulton Bank, N.A. | 0.02% | No change | 2,041 | $789K |
| Financial Gravity Companies, Inc. | 0.10% | — | 1,588 | $614K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 1,300 | $502K |
| Park Place Capital Corp | 0.06% | New | 1,000 | $386K |
| Coston, McIsaac & Partners | 0.05% | No change | 595 | $230K |
"% of holder's portfolio" is VTCLX's weight in each manager's 13F, not the share of Vanguard Tax MGD Cap Ap-Adm the manager owns.