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VTCLX VANGUARD TAX MGD CAP AP-ADM

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MFD (fund)

6 managers (6 13F filers) reported a position in VTCLX shares at 2025-12-31, 9,513 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
6
13F filers
6
New
1
Added
1
Reduced
0
Sold out
1
Shares held by filers
9,513

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
NORTH STAR ASSET MANAGEMENT INC2,274$800K0.03%013F-HRTimeline
Fulton Bank, N.A.2,041$718K0.02%+76513F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,715$603K0.05%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,588$558K0.11%013F-HRTimelineGroup
Williams Jones Wealth Management, LLC.1,300$457K0.01%013F-HRTimeline
Coston, McIsaac & Partners595$209K0.05%013F-HRTimeline