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VTCLX VANGUARD TAX MGD CAP AP-ADM

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MFD (fund)

7 managers (7 13F filers) reported a position in VTCLX shares at 2026-06-30, 13,624 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
7
13F filers
7
New
2
Added
0
Reduced
0
Sold out
0
Shares held by filers
13,624

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 INC4,897$1.89M0.07%013F-HRTimeline
Stonekeep Investments, LLC2,203$851K0.5%new13F-HRTimeline
Fulton Bank, N.A.2,041$789K0.02%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,588$614K0.1%13F-HRTimelineGroup
Williams Jones Wealth Management, LLC.1,300$502K0.01%013F-HRTimeline
Park Place Capital Corp1,000$386K0.06%new13F-HRTimeline
Coston, McIsaac & Partners595$230K0.05%013F-HRTimeline