13F

Stock

Vanguard Tax-Managed Cap

Ticker not mapped · held by 5 managers

Reported value

$3.31M

Holders

5

+0 new · −1 exited

Holders’ est. mark

−$108.7K

Price effect on 5 books still in the name

Largest holder

$1.65M

NORTH STAR ASSET MANAGEMENT INC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
NORTH STAR ASSET MANAGEMENT INC4.9K$1.65M−$34.2KAdded$848.7K
Fulton Bank, N.A.2.04K$687.2K−$30.9KCut−$30.9K
Financial Gravity Asset Management, Inc.1.59K$534.4K−$24KCut−$24K
Williams Jones Wealth Management, LLC.1.3K$437.5K−$19.6KCut−$19.6K
Coston, McIsaac & Partners595$200−$9Cut−$9

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.