13FBOX
VANGUARD HORIZON FDS CAPTL OPP · 13F Institutional Holdings
Options Calculator Rankings
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V

VANGUARD HORIZON FDS CAPTL OPP

VHCAX
Institutions
3
Combined AUM (Q2 2026)
$1.7M
Combined Shares (Q2 2026)
6,037
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+789
1 institutions added · 0 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-0
0 institutions reduced · 0 exits
Est. sell amount
⚖️ Net Share Change
+789
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.7M
Institutions
3
New Buys
0
Adds
1
Reduces
0
Exits
0
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NORTH STAR ASSET MANAGEMENT INC
0.02%0.03%#3$619,8722,189$459,9182,18900.00%Unchanged
FULTON BANK, N.A.
0.03%0.01%#2$600,6162,121$445,5952,12100.00%Unchanged
KELLEHER FINANCIAL ADVISORS
0.07%0.05%#1$488,9641,727$197,047938+789+84.12%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow