Vanguard Tax MGD Cap Ap-AdmVTCLX
13F holders, Q4 2025 (December 31)6holders
1new positions
1sold out
$351.60avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Vanguard Tax MGD Cap Ap-Adm (VTCLX) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were North Star Asset Management Inc. ($800K), Fulton Bank, N.A. ($718K) and Kohmann Bosshard Financial Services, LLC ($603K).
- Company
- Vanguard Tax MGD Cap Ap-Adm
- CUSIP
- 921943866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $603K |
| Exits | 1 | $76K |
All 13F filers, Q3 2025 → Q4 2025: 2,480 shares bought and 222 shares sold, net +2,258 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 | $800K |
| Fulton Bank, N.A. | 0.02% | Add +60.0% | 2,041 | $718K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | New | 1,715 | $603K |
| Financial Gravity Asset Management, Inc. | 0.11% | No change | 1,588 | $558K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 1,300 | $457K |
| Coston, McIsaac & Partners | 0.05% | No change | 595 | $209K |
"% 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.