Vanguard Capital Management
INNV icon

Vanguard Capital Management’s InnovAge Holding INNV Stock Holding History

Vanguard Capital Management’s Portfolio INNV Stock Details INNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.1M Buy
935,264
+58,128
+7% +$476K ﹤0.01% 2752
2026
Q1 		$7.03M Buy
+877,136
New +$6.55M ﹤0.01% 2917

Other funds holding INNV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

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

Vanguard Capital Management increased its InnovAge Holding (INNV) stake by 6.6% in Q2 2026, buying an estimated $476K and bringing the position to 935,264 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2752.

Vanguard Capital Management first reported a position in INNV in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Vanguard Capital Management held 935,264 shares of InnovAge Holding worth $11.1M as of Q2 2026.
  • Vanguard Capital Management bought 58,128 InnovAge Holding shares in Q2 2026, an estimated $476K.
  • InnovAge Holding made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2752 holding.
  • Vanguard Capital Management first reported a position in InnovAge Holding in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

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