VANGUARD TAX-MANAGED CAPITAL A

DOSSIER · 13F Holders · Q2 2026

VTCLX

VANGUARD TAX-MANAGED CAPITAL A

7 institutions still hold VANGUARD TAX-MANAGED CAPITAL A as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921943866·7 13F holders·last filed Jun 30, 2026

Market cap

—

13F value held

$5M

visible holders

Holders

7

filers reporting

Concentration

34.74%

NORTH STAR ASSET MANAGEMENT INC #1

top holder share

AI Holders Summary · Q2 2026

7 institutions reported VTCLX in Q2 2026. NORTH STAR ASSET MANAGEMENT INC leads at 34.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

01

NORTH STAR ASSET MANAGEMENT INC

CIK 0001056559

$2M5K0.07%Q2 2026 02

Stonekeep Investments, LLC

CIK 0002032486

$863K2K0.50%Q3 2026 03

FULTON BANK, N.A.

CIK 0000883782

$800K2K0.02%Q3 2026 04

Financial Gravity Companies, Inc.

CIK 0001377167

$614K2K0.10%Q2 2026 05

Financial Gravity Asset Management, Inc.

CIK 0001741736

$534K2K0.10%Q1 2026 06

Williams Jones Wealth Management, LLC.