13FBOX
VANGUARD TAX-MANAGED CAP ITAL APP ADM · 13F Institutional Holdings
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V

VANGUARD TAX-MANAGED CAP ITAL APP ADM

VTCLX
Institutions
7
Combined AUM (Q2 2026)
$5.3M
Combined Shares (Q2 2026)
13,624
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4,791
3 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1,588
1 · 1 Exit · ≈
⚖️ Net
+3,203
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.3M
Institutions
7
New Buys
3
Adds
0
Reduces
0
Exits
1
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NORTH STAR ASSET MANAGEMENT INC
0.07%0.09%#3$1.9M4,897$1.6M4,89700.00%Unchanged
Stonekeep Investments, LLC
0.5%#1$851,3172,203$00+2,203New Buy
FULTON BANK, N.A.
0.04%0.01%#6$788,7152,041$687,1712,04100.00%Unchanged
Financial Gravity Companies, Inc.
0.1%#2$613,5861,588$00+1,588New Buy
Williams Jones Wealth Management, LLC.
0.01%0.01%#7$502,3461,300$437,5411,30000.00%Unchanged
Park Place Capital Corp
0.06%#4$386,4511,000$00+1,000New Buy
Coston, McIsaac & Partners
0.05%0.05%#5$229,929595$200,00059500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow