Vanguard Tax MGD Cap Ap-AdmVTCLX
13F holders, Q2 2024 (June 30)5holders +1
1new positions
0sold out
$280.42avg. 13F price*
At the end of Q2 2024, 5 institutions reported holding Vanguard Tax MGD Cap Ap-Adm (VTCLX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($391K), Fulton Bank, N.A. ($358K) and ORG Partners LLC ($300K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $300K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 1,070 shares bought, net +1,070 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 1,395 | $391K |
| Fulton Bank, N.A. | 0.01% | No change | 1,276 | $358K |
| ORG Partners LLC | 0.04% | New | 1,068 | $300K |
| North Star Asset Management Inc. | 0.01% | No change | 1,038 | $291K |
| Coston, McIsaac & Partners | 0.05% | Add +0.3% | 589 | $165K |
"% 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.