Vanguard Tax MGD Cap Ap-AdmVTCLX
13F holders, Q2 2025 (June 30)5holders −1
0new positions
2sold out
$318.64avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Vanguard Tax MGD Cap Ap-Adm (VTCLX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 2 sold out. The largest holders were North Star Asset Management Inc. ($725K), Financial Gravity Companies, Inc. ($506K) and Williams Jones Wealth Management, LLC. ($414K).
- Company
- Vanguard Tax MGD Cap Ap-Adm
- CUSIP
- 921943866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $684K |
All 13F filers, Q1 2025 → Q2 2025: 2 shares bought and 2,470 shares sold, net −2,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| North Star Asset Management Inc. | 0.03% | No change | 2,274 | $725K |
| Financial Gravity Companies, Inc. | 0.10% | — | 1,588 | $506K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -6.8% | 1,300 | $414K |
| Fulton Bank, N.A. | 0.01% | No change | 1,276 | $407K |
| Coston, McIsaac & Partners | 0.05% | Add +0.3% | 595 | $189K |
"% 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.