Vanguard Tax MGD Cap Ap-AdmVTCLX
13F holders, Q4 2024 (December 31)4holders
0new positions
0sold out
$302.54avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Vanguard Tax MGD Cap Ap-Adm (VTCLX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were North Star Asset Management Inc. ($688K), Williams Jones Wealth Management, LLC. ($422K) and Fulton Bank, N.A. ($386K).
- Company
- Vanguard Tax MGD Cap Ap-Adm
- CUSIP
- 921943866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,238 shares bought, net +1,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| North Star Asset Management Inc. | 0.03% | Add +119.1% | 2,274 | $688K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 1,395 | $422K |
| Fulton Bank, N.A. | 0.01% | No change | 1,276 | $386K |
| Coston, McIsaac & Partners | 0.05% | Add +0.3% | 592 | $179K |
"% 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.