Vanguard Tax MGD Cap Ap-AdmVTCLX
13F holders, Q3 2025 (September 30)6holders +1
1new positions
0sold out
$343.60avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Vanguard Tax MGD Cap Ap-Adm (VTCLX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were North Star Asset Management Inc. ($781K), Financial Gravity Asset Management, Inc. ($546K) and Williams Jones Wealth Management, LLC. ($447K).
- Company
- Vanguard Tax MGD Cap Ap-Adm
- CUSIP
- 921943866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $76K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 222 shares bought, net +222 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 | $781K |
| Financial Gravity Asset Management, Inc. | 0.11% | — | 1,588 | $546K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 1,300 | $447K |
| Fulton Bank, N.A. | 0.02% | No change | 1,276 | $439K |
| Coston, McIsaac & Partners | 0.05% | No change | 595 | $204K |
| Hurley Capital, LLC | 0.04% | New | 222 | $76K |
"% 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.