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Portfolio (Quarterly) Guide ↗

VANGUARD ASSET MANAGEMENT, Ltd

· CIK 0001680208
13F Portfolio $1.2B AUM 38 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 38 New
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NG NOVAGOLD RESOURCES INC Basic Materials 275,406.0 $2.5M 0.20% NEW $9.01 -13.4%
22 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 146,747.0 $2.5M 0.20% NEW $16.70 +6.6%
23 NIC NICOLET BANKSHARES INC Financial Services 14,361.0 $2.1M 0.17% NEW $148.62 -1.2%
24 IMAX IMAX CORP Communication Services 45,697.0 $1.7M 0.14% NEW $38.01 +16.6%
25 HCI HCI GROUP INC Financial Services 7,632.0 $1.2M 0.10% NEW $154.61 +5.8%
26 PGNY PROGYNY INC Healthcare 67,193.0 $1.1M 0.09% NEW $16.98 +53.6%
27 TFIN TRIUMPH FINANCIAL INC Financial Services 18,152.0 $1.1M 0.09% NEW $59.66 +20.8%
28 ELVN ENLIVEN THERAPEUTICS INC Healthcare 23,050.0 $904K 0.07% NEW $39.20 +15.1%
29 ACT ENACT HLDGS INC Financial Services 21,985.0 $897K 0.07% NEW $40.81 +3.9%
30 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 63,507.0 $880K 0.07% NEW $13.85 -0.1%
31 PNTG PENNANT GROUP INC Healthcare 24,637.0 $751K 0.06% NEW $30.48 +9.7%
32 VYX NCR VOYIX CORPORATION Technology 103,690.0 $656K 0.05% NEW $6.33 +18.8%
33 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 103,555.0 $601K 0.05% NEW $5.80 +19.0%
34 AMRC AMERESCO INC Industrials 19,916.0 $508K 0.04% NEW $25.50 +12.3%
35 GIC GLOBAL INDUSTRIAL COMPANY Industrials 11,831.0 $373K 0.03% NEW $31.52 +4.4%
36 CARS CARS COM INC Consumer Cyclical 39,921.0 $324K 0.03% NEW $8.12 +22.5%
37 TDUP THREDUP INC Consumer Cyclical 58,909.0 $193K 0.02% NEW $3.28 +83.2%
38 EH EHANG HLDGS LTD Industrials 9,119.0 $89K 0.01% NEW $9.71 -27.6%
Page 2 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 58.8%
Financial Services 14.7%
Consumer Defensive 10.6%
Healthcare 8.4%
Technology 5.0%
Real Estate 1.8%
Consumer Cyclical 0.4%
Communication Services 0.2%
Basic Materials 0.2%