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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 147 of 205  ·  4,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 788,254.0 $8.5M +60K +8.3% $10.72 +0.7%
2922 ANGI ANGI INC Communication Services 1,412,232.0 $8.4M -89K -5.9% $5.95 -17.1%
2923 ANIK ANIKA THERAPEUTICS INC Healthcare 572,113.0 $8.4M -34K -5.6% $14.63 +46.3%
2924 ELA ENVELA CORP Consumer Cyclical 289,769.0 $8.4M NEW $28.88 -51.3%
2925 EMBC EMBECTA CORP Healthcare 2,557,148.0 $8.3M $3.26 +54.3%
2926 NC NACCO INDS INC Energy 166,517.0 $8.3M -3K -2.0% $50.05 -17.2%
2927 CHRS COHERUS ONCOLOGY INC Healthcare 5,949,490.0 $8.3M +497K +9.1% $1.40 -2.1%
2928 SMRT SMARTRENT INC Technology 6,954,302.0 $8.3M $1.19 +21.0%
2929 PBFS PIONEER BANCORP INC MD Financial Services 484,060.0 $8.3M -42K -7.9% $17.07 +1.8%
2930 HOFT HOOKER FURNISHINGS CORPORATI Consumer Cyclical 460,576.0 $8.2M -71K -13.3% $17.83 -22.5%
2931 VYGR VOYAGER THERAPEUTICS INC Healthcare 2,345,674.0 $8.2M +62K +2.7% $3.50 -0.6%
2932 PRINCETON BANCORP INC 216,010.0 $8.2M -35K -14.1% $37.95
2933 CDXS CODEXIS INC Healthcare 3,617,109.0 $8.2M -51K -1.4% $2.26 -25.7%
2934 RBKB RHINEBECK BANCORP INC Financial Services 471,868.0 $8.2M +287K +155.8% $17.31 -26.2%
2935 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 1,219,181.0 $8.1M +8K +0.7% $6.67 -15.7%
2936 RFIL RF INDS LTD Industrials 382,361.0 $8.1M +30K +8.6% $21.21 -49.4%
2937 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 343,143.0 $8.1M $23.60 +7.4%
2938 RXST RXSIGHT INC Healthcare 1,675,582.0 $8.1M -17K -1.0% $4.82 +32.8%
2939 TMCI TREACE MED CONCEPTS INC Healthcare 2,028,479.0 $8.1M +567K +38.8% $3.98 +20.9%
2940 ALEC ALECTOR INC Healthcare 4,009,340.0 $8.1M +331K +9.0% $2.01 +17.4%
Page 147 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%