VTCLX Institutional Ownership & Shareholders
VANGUARD TAX MGD CAP AP-ADM (VTCLX) is currently held by 7 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
North Star Asset Management Inc is currently the largest disclosed institutional shareholder of VTCLX tracked by InsiderSet, reporting ownership valued at approximately $1.89M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed VTCLX value among the investors covered in this analysis. Major shareholders include North Star Asset Management Inc, Stonekeep Investments, Llc, Fulton Bank, N.A., and several other long-term asset managers with concentrated positions in VANGUARD TAX MGD CAP AP-ADM (VTCLX).
This page ranks the largest institutional VTCLX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
7
Total Reported Value
$5.19M
Largest Holder
North Star Asset Management Inc
Largest Position
$1.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
8
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| North Star Asset Management Inc | 0.07% | 4,897 | $1,892,470 | — | — | — | |
| Stonekeep Investments, Llc | 0.50% | 2,203 | $851,000 | — | — | — | |
| Fulton Bank, N.A. | 0.02% | 2,041 | $788,949 | — | — | — | |
| Financial Gravity Asset Management, Inc. | 0.10% | 1,588 | $534,431 | — | — | — | |
| Williams Jones Wealth Management, Llc. | 0.01% | 1,300 | $502,346 | — | — | — | |
| Park Place Capital Corp | 0.06% | 1,000 | $386,451 | — | — | — | |
| Coston, Mcisaac & Partners | 0.05% | 595 | $230,000 | — | — | — |
Frequently asked questions about VTCLX
Who are the largest institutional holders of VTCLX?
The largest institutional holders of VTCLX reported in the latest SEC Form 13F filings include North Star Asset Management Inc, Stonekeep Investments, Llc, Fulton Bank, N.A., Financial Gravity Asset Management, Inc., and Williams Jones Wealth Management, Llc.. InsiderSet ranks institutional holders by their latest reported VTCLX position.
What is VTCLX institutional ownership?
This page tracks VTCLX positions reported by institutional investment managers through SEC Form 13F. VANGUARD TAX MGD CAP AP-ADM (VTCLX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VTCLX?
InsiderSet currently tracks 7 institutional managers reporting VTCLX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VTCLX shareholders.
How much VTCLX stock do institutions own?
Institutional investment managers disclosed approximately $5.19M in VTCLX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VTCLX institutional ownership last updated?
The latest VTCLX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VTCLX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VTCLX position after the reporting date.
Are institutions buying or selling VTCLX?
Institutional buying and selling can be analyzed by comparing VTCLX positions across consecutive 13F reporting periods. InsiderSet's VTCLX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VTCLX ownership changes.
How has VTCLX institutional ownership changed over time?
InsiderSet tracks VTCLX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.