Position in HGBL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,686,301
-$567,962 QoQ
Shares Held
1,393,638
-15.9% QoQ
Ownership
4.02%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 36 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HGBL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026VANGUARD CAPITAL MANAGEMENT LLC holds $60,533,298,202 across 61 Capital Markets names. HGBL ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,425,670 | $18,635,169,867 | |
| 2 | MS |
Morgan Stanley
|
77,700,641 | $16,242,541,994 | |
| 3 | SCHW |
Schwab Charles Corp
|
107,329,957 | $9,903,335,132 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
51,655,498 | $5,180,013,339 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
28,349,920 | $2,467,577,036 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
3,613,624 | $1,017,885,608 | |
| 7 | EVR |
Evercore Inc.
|
1,680,210 | $573,690,902 | |
| 8 | HUT |
Hut 8 Corp.
|
4,554,558 | $525,800,948 |
All Filings in HGBL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,901,729 | 1,571,677 | Shares | Sole | 2026-07-31 | |
| 2026-06-30 | $1,686,301 | 1,393,638 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,494,735 | 1,834,364 | Shares | Sole | 2026-04-30 | |
| 2026-03-31 | $2,254,263 | 1,657,547 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||