VANGUARD TAX-MANAGED FUNDS - VTCLX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 4,897 | 1,648 | 0.07% | 0.03% | 1 | +2,623 | 115.35% | Q1 2026 | May 06, 2026 |
| FULTON BANK, N.A. | History | No change | 2,041 | 687 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,588 | 534 | 0.1% | 0.11% | 3 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 1,300 | 437 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Coston, McIsaac & Partners | History | No change | 595 | 200 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,715 | -100.0% | Q1 2026 | May 01, 2026 |