Institutional Ownership
Vanguard Tax-Managed Capital App Adm
CUSIP 921943866EQUITY FUNDSVTCLXQ1 2026
Institutional Holders
5
13F filers
Shares Held
10.4K
Aggregate institutional
Institutional Value
$3.31M
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased0
Sold out1
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | North Star Asset Management Inc | 4.9K | $1.65M | +2.6K | Added |
| 2 | Fulton Bank, N.A. | 2.0K | $687.2K | 0 | Held |
| 3 | Financial Gravity Asset Management, Inc. | 1.6K | $534.4K | 0 | Held |
| 4 | Williams Jones Wealth Management, LLC. | 1.3K | $437.5K | 0 | Held |
| 5 | Coston, Mcisaac & Partners | 595 | $200 | 0 | Held |