# 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.

## Summary

- Issuer: VANGUARD TAX-MGD CAP APPREC
- Class: MFD
- CUSIP: 921943866
- 13F holders: 7
- 13F value: $4.1M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## 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.](https://search.stillhousedata.com/firm/301925) | NEW YORK, NY | $502K | 1,300 |
| Stonekeep Investments, LLC | SANTE FE, NM | $851 | 2,203 |
| [Coston, McIsaac & Partners](https://search.stillhousedata.com/firm/194515) | BAR HARBOR, ME | $200 | 595 |

## More

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.