Vanguard Capital Management
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Vanguard Capital Management’s Bluerock Homes Trust BHM Stock Holding History

Vanguard Capital Management’s Portfolio BHM Stock Details BHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.34M Buy
148,398
+1,624
+1% +$17K ﹤0.01% 3529
2026
Q1 		$1.67M Buy
+146,774
New +$1.51M ﹤0.01% 3421

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
DP
Dearborn Partners Chicago, Illinois $1.85B AUM 4.87% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Vanguard Capital Management's BHM Position: Q2 2026 in Review

Vanguard Capital Management increased its Bluerock Homes Trust (BHM) stake by 1.1% in Q2 2026, buying an estimated $17K and bringing the position to 148,398 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #3529.

Vanguard Capital Management first reported a position in BHM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.67M in Q1 2026. 36 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

  • Vanguard Capital Management held 148,398 shares of Bluerock Homes Trust worth $1.34M as of Q2 2026.
  • Vanguard Capital Management bought 1,624 Bluerock Homes Trust shares in Q2 2026, an estimated $17K.
  • Bluerock Homes Trust made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #3529 holding.
  • Vanguard Capital Management first reported a position in Bluerock Homes Trust in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's Bluerock Homes Trust position peaked at $1.67M in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

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