Vanguard Tax MGD Cap Ap-AdmVTCLX
13F holders, Q1 2024 (March 31)4holders
$271.79avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Vanguard Tax MGD Cap Ap-Adm (VTCLX) in their 13F filings. The largest holders were Williams Jones Wealth Management, LLC. ($379K), Fulton Bank, N.A. ($347K) and North Star Asset Management Inc. ($282K).
- Company
- Vanguard Tax MGD Cap Ap-Adm
- CUSIP
- 921943866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $264K |
Ownership 4 holders
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 1,395 | $379K |
| Fulton Bank, N.A. | 0.01% | No change | 1,276 | $347K |
| North Star Asset Management Inc. | 0.01% | Reduce -18.3% | 1,038 | $282K |
| Coston, McIsaac & Partners | 0.05% | Add +0.3% | 587 | $159K |
"% 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.