VANGUARD TAX-MGD CAP APPREC MFD
VANGUARD TAX-MGD CAP APPREC MFD is a security (CUSIP 921943866) tracked across SEC portfolio filings. 7 institutional managers reported $4.1M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $2.2M via N-PORT as of 2026-03-31.
Summary
- Issuer: VANGUARD TAX-MGD CAP APPREC
- Class: MFD
- CUSIP: 921943866
- Asset category: EC
- 13F holders: 7
- 13F value: $4.1M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $2.2M
- N-PORT report: 2026-03-31
Top institutional holders (Form 13F)
| Manager | Location | Value | Shares |
|---|
| NORTH STAR ASSET MANAGEMENT INC | NEENAH, WI | $1.6M | 4,897 |
| Fulton Bank, N.A. | Lancaster, PA | $789K | 2,041 |
| Financial Gravity Companies, Inc. | Lakeway, TX | $614K | 1,588 |
| Financial Gravity Asset Management, Inc. | Lakeway, TX | $534K | 1,588 |
| Williams Jones Wealth Management, LLC. | NEW YORK, NY | $502K | 1,300 |
| Stonekeep Investments, LLC | SANTE FE, NM | $851 | 2,203 |
| Coston, McIsaac & Partners | BAR HARBOR, ME | $200 | 595 |
Top fund holders (N-PORT)
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