Vanguard Capital Management
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Vanguard Capital Management’s Volato Group SOAR Stock Holding History

Vanguard Capital Management’s Portfolio SOAR Stock Details SOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.3K Buy
427,843
+418,061
+4,274% +$89.2K ﹤0.01% 3909
2026
Q1 		$2.26K Buy
+9,782
New +$4.23K ﹤0.01% 4051

Other funds holding SOAR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Vanguard Capital Management increased its Volato Group (SOAR) stake by 4,274% in Q2 2026, buying an estimated $89.2K and bringing the position to 427,843 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3909.

Vanguard Capital Management first reported a position in SOAR in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold SOAR as of Q2 2026.

  • Vanguard Capital Management held 427,843 shares of Volato Group worth $69.3K as of Q2 2026.
  • Vanguard Capital Management bought 418,061 Volato Group shares in Q2 2026, an estimated $89.2K.
  • Volato Group made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #3909 holding.
  • Vanguard Capital Management first reported a position in Volato Group in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Volato Group as of Q2 2026.

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