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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 31 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 JCAP JEFFERSON CAPITAL INC Financial Services 752,389.0 $14.6M -304K -28.8% $19.47 +14.7%
602 XRX XEROX HOLDINGS CORP Technology 4,642,965.0 $14.5M -416K -8.2% $3.13 -9.3%
603 SWIM LATHAM GROUP INC Industrials 2,244,614.0 $14.5M -59K -2.5% $6.47 +9.6%
604 BLND BLEND LABS INC Technology 8,486,286.0 $14.5M -1.2M -12.1% $1.71 -14.6%
605 CTEV CLARITEV CORPORATION Healthcare 423,039.0 $14.4M -7K -1.6% $34.11 -0.1%
606 WLTH WEALTHFRONT CORP Technology 1,603,350.0 $14.3M -47K -2.9% $8.94 +2.5%
607 TGLS TECNOGLASS INC Basic Materials 306,170.0 $14.3M -6K -1.9% $46.81 -13.3%
608 TSBK TIMBERLAND BANCORP INC Financial Services 315,684.0 $14.1M -12K -3.6% $44.81 +3.4%
609 STRT STRATTEC SEC CORP Consumer Cyclical 172,622.0 $14.1M -7K -3.9% $81.45 -2.5%
610 PCB PCB BANCORP Financial Services 495,445.0 $14.1M -51K -9.3% $28.37 -2.7%
611 RR RICHTECH ROBOTICS INC Industrials 6,576,161.0 $13.9M -479K -6.8% $2.11 -24.2%
612 PKX POSCO HOLDINGS INC Basic Materials 269,917.0 $13.9M -15K -5.3% $51.38 +11.5%
613 RM REGIONAL MGMT CORP Financial Services 335,593.0 $13.8M -9K -2.7% $41.20 -19.1%
614 CRESCENT BIOPHARMA INC. 767,755.0 $13.8M -34K -4.2% $18.00
615 AVIR ATEA PHARMACEUTICALS INC Healthcare 2,964,862.0 $13.8M -281K -8.7% $4.65 +15.3%
616 LPRO OPEN LENDING CORP Financial Services 4,402,022.0 $13.7M -41K -0.9% $3.11 +1.0%
617 GCO GENESCO INC Consumer Cyclical 404,847.0 $13.7M -59K -12.6% $33.77 +1.1%
618 APARTMENT INVT & MGMT CO 4,504,386.0 $13.4M -187K -4.0% $2.97
619 DGICA DONEGAL GROUP INC Financial Services 706,706.0 $13.3M -42K -5.7% $18.86 -1.0%
620 WSBF WATERSTONE FINL INC MD Financial Services 641,005.0 $13.3M -59K -8.5% $20.73 +1.5%
Page 31 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%