Vanguard Tax MGD Cap Ap-AdmVTCLX
13F holders, Q1 2026 (March 31)5holders −1
0new positions
1sold out
$336.58avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Vanguard Tax MGD Cap Ap-Adm (VTCLX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were North Star Asset Management Inc. ($1.6M), Fulton Bank, N.A. ($687K) and Financial Gravity Asset Management, Inc. ($534K).
- Company
- Vanguard Tax MGD Cap Ap-Adm
- CUSIP
- 921943866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $603K |
All 13F filers, Q4 2025 → Q1 2026: 2,623 shares bought and 1,715 shares sold, net +908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| North Star Asset Management Inc. | 0.07% | Add +115.3% | 4,897 | $1.6M |
| Fulton Bank, N.A. | 0.02% | No change | 2,041 | $687K |
| Financial Gravity Asset Management, Inc. | 0.10% | No change | 1,588 | $534K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 1,300 | $438K |
| Coston, McIsaac & Partners | 0.05% | No change | 595 | $200K |
"% 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.