CUSIP 921943866
VANGUARD TAX-MANAGED CAPITAL APP ADM
10 institutions · $4.8M total · 16,137 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | TOWER BRIDGE ADVISORS | 4,409 | $977.0K | 27.32% | 2023-12-31 |
| 2 | NORTH STAR ASSET MANAGEMENT INC | 2,274 | $799.6K | 14.09% | 2025-12-31 |
| 3 | Fulton Bank, N.A. | 2,041 | $718.0K | 12.64% | 2025-12-31 |
| 4 | Financial Gravity Asset Management, Inc. | 1,588 | $558.4K | 9.84% | 2025-12-31 |
| 5 | Financial Gravity Companies, Inc. | 1,588 | $506.1K | 9.84% | 2025-06-30 |
| 6 | Williams Jones Wealth Management, LLC. | 1,300 | $457.2K | 8.05% | 2025-12-31 |
| 7 | Kohmann Bosshard Financial Services, LLC | 1,052 | $369.6K | 6.51% | 2025-12-31 |
| 8 | ORG Partners LLC | 1,068 | $300.1K | 6.61% | 2024-06-30 |
| 9 | Hurley Capital, LLC | 222 | $76.3K | 1.37% | 2025-09-30 |
| 10 | Coston, McIsaac & Partners | 595 | $209 | 3.68% | 2025-12-31 |