VTCLX
Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
1W: -0.9%
1M: -0.3%
3M: +1.2%
YTD: +11.4%
1Y: +14.0%
3Y: +82.0%
5Y: +76.5%
$395.97
+3.04 (+0.77%)
Weekly Expected Move ±1.4%
$382
$387
$393
$398
$404
Institutional Ownership — VTCLX
8
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
3
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 4,897 | 2M | — | +0.0% | 15Q | SEC ↗ |
| 2 | Stonekeep Investments, LLC NEW | 2,203 | 872K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Fulton Bank, N.A. | 2,041 | 808K | — | +0.0% | 19Q | SEC ↗ |
| 4 | Financial Gravity Asset Management, In | 1,588 | 629K | — | +0.0% | 3Q | SEC ↗ |
| 5 | Financial Gravity Companies, Inc. NEW | 1,588 | 629K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Williams Jones Wealth Management, LLC. | 1,300 | 515K | — | +0.0% | 28Q | SEC ↗ |
| 7 | Park Place Capital Corp NEW | 1,000 | 396K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Coston, McIsaac & Partners | 595 | 236K | — | +0.0% | 16Q | SEC ↗ |
| 9 | Kohmann Bosshard Financial Services, L | 0 | 0K | -1,715 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Stonekeep Investments, LLC | 2,203 | 872K |
| Financial Gravity Companies, Inc. | 1,588 | 629K |
| Park Place Capital Corp | 1,000 | 396K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 1,715 | 679K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.