Vanguard Tax MGD Cap Ap-AdmVTCLX
13F holders, Q1 2025 (March 31)6holders +2
2new positions
0sold out
$288.11avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Vanguard Tax MGD Cap Ap-Adm (VTCLX) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were North Star Asset Management Inc. ($655K), Kohmann Bosshard Financial Services, LLC ($494K) and Williams Jones Wealth Management, LLC. ($402K).
- Company
- Vanguard Tax MGD Cap Ap-Adm
- CUSIP
- 921943866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $684K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 2,376 shares bought, net +2,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| North Star Asset Management Inc. | 0.03% | No change | 2,274 | $655K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | New | 1,713 | $494K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 1,395 | $402K |
| Fulton Bank, N.A. | 0.01% | No change | 1,276 | $368K |
| Hurley Capital, LLC | 0.14% | New | 662 | $191K |
| Coston, McIsaac & Partners | 0.05% | Add +0.2% | 593 | $171K |
"% 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.