VTCLX VANGUARD TAX MGD CAP AP-ADM
FollowMFD (fund)
4 managers (4 13F filers) reported a position in VTCLX shares at 2024-12-31, 5,537 shares in all. 0 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 0
- Added
- 2
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 5,537
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | 2,274 | $688K | 0.03% | +1,236 | 13F-HRTimeline |
| Williams Jones Wealth Management, LLC. | 1,395 | $422K | 0.01% | 0 | 13F-HRTimeline |
| Fulton Bank, N.A. | 1,276 | $386K | 0.01% | 0 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 592 | $179K | 0.05% | +2 | 13F-HRTimeline |