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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 149 of 205  ·  4,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 JAMES RIV GROUP HOLDINGS INC 1,724,161.0 $7.6M $4.40
2962 LOANDEPOT INC 6,054,886.0 $7.6M +342K +6.0% $1.25
2963 TIMB TIM S A Communication Services 351,966.0 $7.5M -153K -30.3% $21.42 -14.8%
2964 CBFV CB FINL SVCS INC Financial Services 198,603.0 $7.5M +4K +2.3% $37.90 -1.3%
2965 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 1,114,956.0 $7.5M +8K +0.7% $6.72 +129.8%
2966 MDV MODIV INDUSTRIAL INC Real Estate 429,796.0 $7.5M +44K +11.5% $17.40 +3.7%
2967 BALLYS CORPORATION 543,218.0 $7.4M +12K +2.3% $13.71
2968 CRBU CARIBOU BIOSCIENCES INC Healthcare 4,208,568.0 $7.4M +441K +11.7% $1.76 -0.0%
2969 TIGO MILLICOM INTL CELLULAR S A Communication Services 81,446.0 $7.4M +3K +3.6% $90.76 +4.9%
2970 PXED PHOENIX ED PARTNERS INC Consumer Defensive 224,932.0 $7.4M +179K +385.5% $32.85 -12.5%
2971 SEVN SEVEN HILLS REALTY TRUST Real Estate 875,101.0 $7.4M NEW $8.43 -8.3%
2972 MFIN MEDALLION FINANCIAL CORP Financial Services 722,282.0 $7.4M -126K -14.9% $10.21 +17.3%
2973 NNBR NN INC Industrials 2,037,299.0 $7.3M +106K +5.5% $3.59 -1.7%
2974 FHTX FOGHORN THERAPEUTICS INC Healthcare 1,494,611.0 $7.3M $4.88 +40.4%
2975 NLOP NET LEASE OFFICE PROPERTIES Real Estate 654,700.0 $7.3M -225K -25.6% $11.13 +4.3%
2976 ALTI ALTI GLOBAL INC Financial Services 2,014,518.0 $7.3M NEW $3.61 +11.4%
2977 SNFCA SECURITY NATL FINL CORP Financial Services 746,134.0 $7.2M -6K -0.8% $9.69 -9.9%
2978 SMHI SEACOR MARINE HLDGS INC Industrials 943,391.0 $7.2M -74K -7.3% $7.65 +26.8%
2979 BRT BRT APARTMENTS CORP Real Estate 467,358.0 $7.2M $15.37 -1.5%
2980 ONON ON HLDG AG Consumer Cyclical 202,322.0 $7.2M +17K +9.2% $35.42 -18.6%
Page 149 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%