VHCAX
Vanguard Capital Opportunity Fund Admiral Shares
1W: -0.5%
1M: +2.2%
3M: -0.2%
YTD: +23.4%
1Y: +21.4%
3Y: +80.5%
5Y: +71.0%
$273.66
+1.44 (+0.53%)
Weekly Expected Move ±2.2%
$260
$266
$272
$278
$284
Institutional Ownership — VHCAX
3
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
0
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 2,189 | 599K | — | +0.0% | 2Q | SEC ↗ |
| 2 | Fulton Bank, N.A. | 2,121 | 580K | — | +0.0% | 8Q | SEC ↗ |
| 3 | KELLEHER FINANCIAL ADVISORS | 1,727 | 473K | +789 | +84.1% | 4Q | SEC ↗ |
| 4 | Fifth Third Wealth Advisors LLC | 0 | 0K | -2,551 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Fifth Third Wealth Advisors LLC | 2,551 | 698K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +789 | +84.1% | 1,727 |
Biggest Decreases (0)
None.