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Portfolio (Quarterly) Guide ↗

VANGUARD CAPITAL MANAGEMENT LLC

· CIK 0002100119
13F Portfolio $4.68T AUM 4,092 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 240 New 2144 Added 867 Reduced 130 Exited
Page 30 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 AVBC AVIDIA BANCORP INC Financial Services 800,793.0 $16.8M -21K -2.6% $20.99 +4.3%
582 OLP ONE LIBERTY PPTYS INC Real Estate 687,064.0 $16.8M -46K -6.2% $24.42 -0.0%
583 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 534,646.0 $16.6M -10K -1.9% $31.02 -11.9%
584 NEWT NEWTEKONE INC Financial Services 1,118,464.0 $16.6M -48K -4.1% $14.81 -15.6%
585 HY HYSTER-YALE INC Industrials 467,943.0 $16.4M -8K -1.6% $35.06 -6.1%
586 EOLS EVOLUS INC Healthcare 2,362,893.0 $16.4M -108K -4.3% $6.94 +20.3%
587 ISTR INVESTAR HOLDING CORP Financial Services 545,555.0 $16.3M -43K -7.3% $29.96 +0.4%
588 BWFG BANKWELL FINL GROUP INC Financial Services 277,398.0 $16.3M -6K -1.9% $58.75 +12.4%
589 MTRX MATRIX SVC CO Industrials 1,188,393.0 $16.3M -8K -0.7% $13.70 -18.4%
590 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 529,930.0 $16.2M -16K -2.9% $30.61 +23.4%
591 FLGT FULGENT GENETICS INC Healthcare 789,498.0 $16.2M -91K -10.3% $20.52 -2.9%
592 STARZ ENTERTAINMENT CORP. 559,721.0 $16.2M -9K -1.5% $28.86
593 MAX MEDIAALPHA INC Communication Services 1,276,369.0 $16.0M -109K -7.9% $12.57 +4.8%
594 KELYA KELLY SVCS INC Industrials 1,302,136.0 $16.0M -21K -1.6% $12.28 +36.1%
595 GDYN GRID DYNAMICS HLDGS INC Technology 2,803,256.0 $15.9M -19K -0.7% $5.68 +39.3%
596 BSBR BANCO SANTANDER BRASIL S A Financial Services 3,005,934.0 $15.8M -96K -3.1% $5.25 +6.1%
597 KREF KKR REAL ESTATE FIN TR INC Real Estate 2,284,174.0 $15.6M -43K -1.8% $6.84 +9.4%
598 HNST HONEST CO INC Consumer Cyclical 4,217,110.0 $15.4M -32K -0.8% $3.66 +35.5%
599 DCTH DELCATH SYS INC Healthcare 1,221,247.0 $15.4M -108K -8.1% $12.59 +33.0%
600 BCML BAYCOM CORP Financial Services 462,691.0 $15.2M -77K -14.3% $32.90 -8.6%
Page 30 of 44  ·  867 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
Technology 37.1%
Financial Services 11.2%
Healthcare 9.5%
Consumer Cyclical 9.4%
Communication Services 9.3%
Industrials 9.1%
Consumer Defensive 4.4%
Energy 3.4%
Utilities 2.6%
Real Estate 2.2%