VANGUARD CAPITAL MANAGEMENT LLC
Position in WHG — Westwood Holdings Group Inc
CIK 2100119
MALVERN, PA
Position in WHG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,278,898
New position
Shares Held
320,516
first reported quarter
Ownership
3.38%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026VANGUARD CAPITAL MANAGEMENT LLC holds $42,343,373,997 across 63 Asset Management names. WHG ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
9,240,600 | $8,886,777,426 | |
| 2 | BX |
Blackstone Inc.
|
48,309,794 | $5,555,143,212 | |
| 3 | KKR |
KKR & Co. Inc.
|
44,025,898 | $4,072,395,565 | |
| 4 | APO |
Apollo Global Management, Inc.
|
28,179,227 | $3,139,729,472 | |
| 5 | AMP |
Ameriprise Financial Inc
|
5,932,051 | $2,636,203,464 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
61,444,919 | $2,486,675,871 | |
| 7 | STT |
State Street Corp
|
17,653,670 | $2,234,248,475 | |
| 8 | NTRS |
Northern Trust Corp
|
11,783,530 | $1,644,627,282 |
All Filings in WHG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,278,898 | 320,516 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||