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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 40 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DEFI DEVELOPMENT CORP 1,090,293.0 $3.2M -9K -0.8% $2.94
782 LIBERTY CAP CORP 144,789.0 $3.2M -38K -20.6% $21.90
783 SAMG SILVERCREST ASSET MGMT GROUP Financial Services 312,873.0 $3.2M -3K -1.0% $10.11 +1.9%
784 GPMT GRANITE PT MTG TR INC Real Estate 2,100,417.0 $3.2M -19K -0.9% $1.50 -25.0%
785 UFI UNIFI INC Consumer Cyclical 648,347.0 $3.1M -11K -1.6% $4.75 +70.3%
786 SEER SEER INC Healthcare 1,831,058.0 $3.0M -128K -6.5% $1.66 +22.0%
787 AIRG AIRGAIN INC Technology 475,632.0 $3.0M -4K -0.8% $6.30 -14.4%
788 XTIA XTI AEROSPACE INC Industrials 1,638,815.0 $3.0M -98K -5.7% $1.81 -21.3%
789 APT ALPHA PRO TECH LTD Industrials 512,476.0 $2.9M -41K -7.4% $5.62 -5.2%
790 XGN EXAGEN INC Healthcare 612,832.0 $2.8M -66K -9.7% $4.65 +43.0%
791 AEYE INC 1,940,884.0 $2.8M -571K -22.7% $1.44
792 SUI GROUP HOLDINGS LIMITED 2,395,042.0 $2.8M -549K -18.6% $1.16
793 BGSF BGSF INC Industrials 484,995.0 $2.8M -5K -1.1% $5.71 +0.3%
794 DTCX DATACENTREX INC Technology 1,510,640.0 $2.7M -122K -7.4% $1.78 +7.9%
795 GPUS HYPERSCALE DATA INC Industrials 18,448,152.0 $2.6M -502K -2.6% $0.14 -33.6%
796 LESL LESLIES INC Consumer Cyclical 253,234.0 $2.6M -28K -9.9% $10.15 -93.7%
797 CHCI COMSTOCK HLDG COS INC Real Estate 156,241.0 $2.5M -46K -22.8% $15.99 +16.9%
798 BRAND ENGAGEMENT NETWORK INC 145,195.0 $2.5M -11K -6.9% $17.11
799 CARL CARLSMED INC Healthcare 238,727.0 $2.5M -37K -13.6% $10.38 +36.2%
800 NTWK NETSOL TECHNOLOGIES INC Technology 511,167.0 $2.4M -51K -9.1% $4.62 -10.6%
Page 40 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%