Vanguard Capital Management
FISI icon

Vanguard Capital Management’s Financial Institutions FISI Stock Holding History

Vanguard Capital Management’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.8M Buy
841,166
+5,628
+0.7% +$200K ﹤0.01% 2159
2026
Q1 		$26.5M Buy
+835,538
New +$26.9M ﹤0.01% 2189

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Vanguard Capital Management increased its Financial Institutions (FISI) stake by 0.67% in Q2 2026, buying an estimated $200K and bringing the position to 841,166 shares worth $32.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Vanguard Capital Management first reported a position in FISI in Q1 2026 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Vanguard Capital Management held 841,166 shares of Financial Institutions worth $32.8M as of Q2 2026.
  • Vanguard Capital Management bought 5,628 Financial Institutions shares in Q2 2026, an estimated $200K.
  • Financial Institutions made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2159 holding.
  • Vanguard Capital Management first reported a position in Financial Institutions in Q1 2026 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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