Vanguard Capital Management
OBT icon

Vanguard Capital Management’s Orange County Bancorp OBT Stock Holding History

Vanguard Capital Management’s Portfolio OBT Stock Details OBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.3M Buy
471,006
+9,304
+2% +$324K ﹤0.01% 2529
2026
Q1 		$14.8M Buy
+461,702
New +$14.7M ﹤0.01% 2509

Other funds holding OBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Capital Management increased its Orange County Bancorp (OBT) stake by 2% in Q2 2026, buying an estimated $324K and bringing the position to 471,006 shares worth $17.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2529.

Vanguard Capital Management first reported a position in OBT in Q1 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Vanguard Capital Management held 471,006 shares of Orange County Bancorp worth $17.3M as of Q2 2026.
  • Vanguard Capital Management bought 9,304 Orange County Bancorp shares in Q2 2026, an estimated $324K.
  • Orange County Bancorp made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2529 holding.
  • Vanguard Capital Management first reported a position in Orange County Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

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