Vanguard Capital Management
IVR icon

Vanguard Capital Management’s Invesco Mortgage Capital IVR Stock Holding History

Vanguard Capital Management’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.6M Buy
3,994,974
+619,904
+18% +$5M ﹤0.01% 2186
2026
Q1 		$27.3M Buy
+3,375,070
New +$28.8M ﹤0.01% 2177

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Vanguard Capital Management increased its Invesco Mortgage Capital (IVR) stake by 18% in Q2 2026, buying an estimated $5M and bringing the position to 3,994,974 shares worth $31.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2186.

Vanguard Capital Management first reported a position in IVR in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Vanguard Capital Management held 3,994,974 shares of Invesco Mortgage Capital worth $31.6M as of Q2 2026.
  • Vanguard Capital Management bought 619,904 Invesco Mortgage Capital shares in Q2 2026, an estimated $5M.
  • Invesco Mortgage Capital made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2186 holding.
  • Vanguard Capital Management first reported a position in Invesco Mortgage Capital in Q1 2026 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

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