7 institutions reported holding $5.3M of Vanguard Tax-Managed Capital App Adm (VTCLX) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTH STAR ASSET MANAGEMENT INC ($1.9M), Stonekeep Investments, LLC ($851,000), Fulton Bank, N.A. ($788,949), Financial Gravity Companies, Inc. ($613,586), Williams Jones Wealth Management, LLC. ($502,346). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | $1.9M | 4,897 | Hold |
| 2 | Stonekeep Investments, LLC | $851,000 | 2,203 | New |
| 3 | Fulton Bank, N.A. | $788,949 | 2,041 | Hold |
| 4 | Financial Gravity Companies, Inc. | $613,586 | 1,588 | Hold |
| 5 | Williams Jones Wealth Management, LLC. | $502,346 | 1,300 | Hold |
| 6 | Park Place Capital Corp | $386,451 | 1,000 | New |
| 7 | Coston, McIsaac & Partners | $230,000 | 595 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30