Vanguard Asset Management
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Vanguard Asset Management’s i3 Verticals IIIV Stock Holding History

Vanguard Asset Management’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$573K Buy
26,843
+11,367
+73% +$237K ﹤0.01% 2136
2026
Q1 		$346K Buy
+15,476
New +$360K ﹤0.01% 2252

Other funds holding IIIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Asset Management's IIIV Position: Q2 2026 in Review

Vanguard Asset Management increased its i3 Verticals (IIIV) stake by 73% in Q2 2026, buying an estimated $237K and bringing the position to 26,843 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Vanguard Asset Management first reported a position in IIIV in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Vanguard Asset Management held 26,843 shares of i3 Verticals worth $573K as of Q2 2026.
  • Vanguard Asset Management bought 11,367 i3 Verticals shares in Q2 2026, an estimated $237K.
  • i3 Verticals made up ﹤0.01% of Vanguard Asset Management's portfolio in Q2 2026, its #2136 holding.
  • Vanguard Asset Management first reported a position in i3 Verticals in Q1 2026 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

Based on Vanguard Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.