Vanguard Tax MGD Cap Ap-AdmVTCLX
13F holders, Q3 2024 (September 30)4holders −1
0new positions
1sold out
$295.66avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Vanguard Tax MGD Cap Ap-Adm (VTCLX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($413K), Fulton Bank, N.A. ($377K) and North Star Asset Management Inc. ($307K).
- Company
- Vanguard Tax MGD Cap Ap-Adm
- CUSIP
- 921943866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $300K |
All 13F filers, Q2 2024 → Q3 2024: 1 shares bought and 1,068 shares sold, net −1,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 1,395 | $413K |
| Fulton Bank, N.A. | 0.01% | No change | 1,276 | $377K |
| North Star Asset Management Inc. | 0.01% | No change | 1,038 | $307K |
| Coston, McIsaac & Partners | 0.05% | Add +0.2% | 590 | $174K |
"% 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.