Coston, McIsaac & Partners VMLUX — VANGUARD LTD-TERM TX-EX ADM

Ownership history in Coston, McIsaac & Partners  ·  5 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported VANGUARD LTD-TERM TX-EX ADM (VMLUX) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows VMLUX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VMLUX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in VANGUARD LTD-TERM TX-EX ADM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VMLUX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coston, McIsaac & Partners held VMLUX — position size vs. price
% of Fund (quarterly)    VMLUX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 990 — 0% 0.00% $10K 2026-08-12 $10.91
2026 Q1 UNCHANGED — — — 990 — 0% 0.00% $10K 2026-04-22 $10.84
2025 Q4 UNCHANGED — — — 990 — 0% 0.00% $10K 2026-02-03 $10.86
2025 Q3 UNCHANGED — — — 990 — 0% 0.00% $10K 2025-11-05 $10.70
2025 Q2 INITIATED — — — 990 — — 0.00% $10K 2025-08-12 $10.60

🏢 Other funds also holding VMLUX

As of 2026 Q2 — sorted by position size

FIRST MERCHANTS CORP 3Y 7Y 0.45% Wealthspire Advisors, LLC 3Y 7Y 0.17%

FAQ About Coston, McIsaac & Partners and VMLUX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coston, McIsaac & Partners reported owning VMLUX?

Coston, McIsaac & Partners reported VMLUX across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported VMLUX position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for VMLUX was 0.00% in 2025 Q2.

What is the latest reported VMLUX position on this page?

The most recent filing on this page is 2026 Q2, when Coston, McIsaac & Partners reported 990 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this VMLUX ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly VMLUX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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