Vanguard Capital Management
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Vanguard Capital Management’s Heritage Global HGBL Stock Holding History

Vanguard Capital Management’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.69M Sell
1,393,638
-263,909
-16% -$344K ﹤0.01% 3475
2026
Q1 		$2.25M Buy
+1,657,547
New +$2.19M ﹤0.01% 3322

Other funds holding HGBL

MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $3.37B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $267M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management reduced its Heritage Global (HGBL) stake by 16% in Q2 2026, selling an estimated $344K and leaving 1,393,638 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #3475.

Vanguard Capital Management first reported a position in HGBL in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.25M in Q1 2026. 35 funds tracked by Wall St. Rank hold HGBL as of Q2 2026.

  • Vanguard Capital Management held 1,393,638 shares of Heritage Global worth $1.69M as of Q2 2026.
  • Vanguard Capital Management sold 263,909 Heritage Global shares in Q2 2026, an estimated $344K.
  • Heritage Global made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #3475 holding.
  • Vanguard Capital Management first reported a position in Heritage Global in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's Heritage Global position peaked at $2.25M in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Heritage Global as of Q2 2026.

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