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 | 4,897 | 1,892 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Stonekeep Investments, LLC | History | New | 2,203 | 851 | 0.5% | — | 2 | +2,203 | New | Q2 2026 | Jul 10, 2026 |
| FULTON BANK, N.A. | History | No change | 2,041 | 788 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Financial Gravity Companies, Inc. | History | New | 1,588 | 613 | 0.1% | — | 4 | +1,588 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,588 | 534 | 0.1% | 0.1% | 5 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 1,300 | 502 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Park Place Capital Corp | History | New | 1,000 | 386 | 0.06% | — | 7 | +1,000 | New | Q2 2026 | Aug 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 595 | 230 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |