6 institutions reported holding $3.5M of VANGUARD TAX-MANAGED CAPITAL APP ADM (VTCLX) in SEC 13F filings for 2026-03-31. Largest institutional holders: NORTH STAR ASSET MANAGEMENT INC ($1.6M), Fulton Bank, N.A. ($687,171), Financial Gravity Asset Management, Inc. ($534,431), Williams Jones Wealth Management, LLC. ($437,541), Coston, McIsaac & Partners ($200,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | $1.6M | 4,897 | Added |
| 2 | Fulton Bank, N.A. | $687,171 | 2,041 | Hold |
| 3 | Financial Gravity Asset Management, Inc. | $534,431 | 1,588 | Hold |
| 4 | Williams Jones Wealth Management, LLC. | $437,541 | 1,300 | Hold |
| 5 | Coston, McIsaac & Partners | $200,000 | 595 | Hold |
| 6 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31