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Vanguard Tax Managed Cap Appre shares owned by Stonekeep Investments

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

Historical chart of Stonekeep Investments 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 Stonekeep Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Tax Managed Cap Appre by Stonekeep Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $851k 2.2k 386.29

More positions owned by Stonekeep Investments

Schwab U.s. Broad Market Etf SH (SCHB)
Vanguard Total Stock Market ETF SH (VTI)
Wisdomtree Floating Rate Treasury Fund SH (USFR)
Ishares 0-3 Month Treasury Bond Etf SH (SGOV)
Vanguard FTSE Emerging Markets ETF SH (VWO)
Schwab International Equity Etf SH (SCHF)
Vanguard Total Bond Market ETF SH (BND)
Vanguard FTSE Developed Markets ETF SH (VEA)
Tesla Motors (TSLA)
Schwab U.s. Aggregate Bond Etf SH (SCHZ)
Ishares U.s. Treasury Bond Etf SH (GOVT)
Schwab Emerging Markets Equity Etf SH (SCHE)
NVIDIA Corporation (NVDA)
Ishares Core U.s. Aggregate Bond Etf SH (AGG)
Amazon (AMZN)

View all positions for Stonekeep Investments

Top funds holding Vanguard Tax Managed Cap Appre

North Star Asset Management
Stonekeep Investments
Fulton Bank, NA
Financial Gravity Wealth
Williams Jones Wealth Management
Coston, McIsaac & Partners

View all funds holding Vanguard Tax Managed Cap Appre