Financial Gravity Wealth »

Vanguard Tax Managed Cap Appre shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Vanguard Tax Managed Cap Appre (VTCLX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Vanguard Tax Managed Cap Appre

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Tax Managed Cap Appre held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Tax Managed Cap Appre by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $546k 1.6k 343.63

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Ishares Tr Uit Exchange Traded (STIP)
Spdr Series Trust Uit Exchange Traded (SPIB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Spdr Series Trust Uit Exchange Traded (SPYG)
Spdr Series Trust Uit Exchange Traded (SPMD)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Spdr Series Trust Uit Exchange Traded (SPBO)
Tesla Common Stock (TSLA)

View all positions for Financial Gravity Wealth

Top funds holding Vanguard Tax Managed Cap Appre

North Star Asset Management
Financial Gravity Wealth
Financial Gravity Companies
Williams Jones Wealth Management
Fulton Bank, NA
Coston, McIsaac & Partners
Hurley Capital

View all funds holding Vanguard Tax Managed Cap Appre