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
38.41%
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 38.4% 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
FULTON BANK, N.A.
CIK 0000883782
$789K2K0.02%Q2 2026
03
Financial Gravity Companies, Inc.
CIK 0001377167
$614K2K0.10%Q2 2026
04
Financial Gravity Asset Management, Inc.
CIK 0001741736
$534K2K0.10%Q1 2026
05
Williams Jones Wealth Management, LLC.
CIK 0001788587
$502K1K0.01%Q2 2026
06
Park Place Capital Corp
CIK 0001965810
$386K1K0.06%Q2 2026
07
Coston, McIsaac & Partners
CIK 0001945037
$209K5950.05%Q4 2025