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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 132 of 205  ·  4,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 KOS KOSMOS ENERGY LTD Energy 6,812,762.0 $14.4M +390K +6.1% $2.11 +31.8%
2622 WLTH WEALTHFRONT CORP Technology 1,603,350.0 $14.3M -47K -2.9% $8.94 +4.0%
2623 TGLS TECNOGLASS INC Basic Materials 306,170.0 $14.3M -6K -1.9% $46.81 -12.8%
2624 RMR RMR GROUP INC Real Estate 693,823.0 $14.2M +22K +3.2% $20.53 -5.0%
2625 INV INNVENTURE INC Financial Services 2,807,557.0 $14.2M +229K +8.9% $5.07 -71.2%
2626 CTRN CITI TRENDS INC Consumer Cyclical 245,831.0 $14.2M +13K +5.4% $57.84 +19.5%
2627 NWFL NORWOOD FINANCIAL CORP Financial Services 441,759.0 $14.2M +14K +3.2% $32.15 +4.5%
2628 TSBK TIMBERLAND BANCORP INC Financial Services 315,684.0 $14.1M -12K -3.6% $44.81 +3.0%
2629 STRT STRATTEC SEC CORP Consumer Cyclical 172,622.0 $14.1M -7K -3.9% $81.45 -10.7%
2630 PCB PCB BANCORP Financial Services 495,445.0 $14.1M -51K -9.3% $28.37 -2.7%
2631 IPSC CENTURY THERAPEUTICS INC Healthcare 5,703,680.0 $14.0M $2.45 -12.7%
2632 ALVO ALVOTECH Healthcare 3,689,612.0 $14.0M +279K +8.2% $3.79 +29.7%
2633 PINE ALPINE INCOME PPTY TR INC Real Estate 672,575.0 $14.0M +54K +8.7% $20.76 -5.2%
2634 BOBS BOBS DISC FURNITURE INC Consumer Cyclical 878,244.0 $13.9M +8K +0.9% $15.82 +8.3%
2635 RR RICHTECH ROBOTICS INC Industrials 6,576,161.0 $13.9M -479K -6.8% $2.11 -12.3%
2636 PKX POSCO HOLDINGS INC Basic Materials 269,917.0 $13.9M -15K -5.3% $51.38 +13.7%
2637 RM REGIONAL MGMT CORP Financial Services 335,593.0 $13.8M -9K -2.7% $41.20 -20.8%
2638 CRESCENT BIOPHARMA INC. 767,755.0 $13.8M -34K -4.2% $18.00
2639 AVIR ATEA PHARMACEUTICALS INC Healthcare 2,964,862.0 $13.8M -281K -8.7% $4.65 +18.5%
2640 BGS B & G FOODS INC Consumer Defensive 3,456,171.0 $13.8M +44K +1.3% $3.98 -11.3%
Page 132 of 205  ·  4,092 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%