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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 87 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 OWLET INC 801,718.0 $4.6M +20K +2.6% $5.74
1722 SMTI SANARA MEDTECH INC Healthcare 194,897.0 $4.6M +44K +28.8% $23.59 +46.0%
1723 SPRO SPERO THERAPEUTICS INC Healthcare 2,036,226.0 $4.5M +236K +13.1% $2.21 -44.8%
1724 CURI CURIOSITYSTREAM INC Communication Services 1,690,886.0 $4.5M +19K +1.1% $2.66 +3.8%
1725 WYFI WHITEFIBER INC Technology 115,393.0 $4.5M +2K +1.8% $38.85 -46.7%
1726 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 1,672,072.0 $4.5M +166K +11.0% $2.67 +18.4%
1727 LGCY LEGACY ED INC Consumer Defensive 379,324.0 $4.5M +3K +0.8% $11.76 -10.3%
1728 ZURA BIO LTD 747,352.0 $4.4M +261K +53.5% $5.90
1729 BWEN BROADWIND INC Industrials 912,824.0 $4.4M +36K +4.1% $4.83 -7.7%
1730 GWRS GLOBAL WTR RES INC Utilities 601,601.0 $4.4M +6K +1.1% $7.24 +22.7%
1731 IMDX INSIGHT MOLECULAR DIA INC Healthcare 735,847.0 $4.3M +199K +37.0% $5.90 -26.4%
1732 INNOVATE CORP 228,667.0 $4.3M +5K +2.0% $18.67
1733 STRW STRAWBERRY FIELDS REIT INC Real Estate 309,734.0 $4.3M +7K +2.4% $13.75 +0.4%
1734 EXFY EXPENSIFY INC Technology 2,359,172.0 $4.2M +53K +2.3% $1.79 +47.5%
1735 MNTK MONTAUK RENEWABLES INC Utilities 2,706,900.0 $4.2M +18K +0.7% $1.56 +20.5%
1736 FORR FORRESTER RESH INC Industrials 500,395.0 $4.2M +13K +2.8% $8.41 +40.1%
1737 BMEA BIOMEA FUSION INC Healthcare 2,829,927.0 $4.2M +233K +9.0% $1.47 -6.8%
1738 BRCC BRC INC Consumer Defensive 3,721,788.0 $4.1M +733K +24.5% $1.11 -20.7%
1739 SID COMPANHIA SIDERURGICA NACION Basic Materials 4,514,354.0 $4.1M +82K +1.9% $0.92 +6.8%
1740 LIXTE BIOTECHNOLOGY HLDGS IN 555,476.0 $4.1M +506K +1022.6% $7.42
Page 87 of 108  ·  2,144 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 38.1%
Financial Services 11.3%
Healthcare 9.8%
Consumer Cyclical 9.6%
Industrials 9.3%
Communication Services 7.0%
Consumer Defensive 4.5%
Energy 3.5%
Utilities 2.7%
Real Estate 2.2%