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 | No change | 2,274 | 799 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FULTON BANK, N.A. | History | Added to | 2,041 | 718 | 0.02% | 0.02% | 2 | +765 | 59.95% | Q4 2025 | Jan 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,715 | 602 | 0.05% | — | 3 | +1,715 | New | Q4 2025 | Jan 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,588 | 558 | 0.11% | 0.11% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 1,300 | 457 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 595 | 209 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -222 | -100.0% | Q3 2025 | Nov 12, 2025 |