Vanguard Capital Management
SURG icon

Vanguard Capital Management’s SurgePays SURG Stock Holding History

Vanguard Capital Management’s Portfolio SURG Stock Details SURG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$205K Hold
567,358
– – ﹤0.01% 3821
2026
Q1 		$426K Buy
+567,358
New +$627K ﹤0.01% 3700

Other funds holding SURG

GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Vanguard Capital Management held its SurgePays (SURG) position steady in Q2 2026 at 567,358 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #3821.

Vanguard Capital Management first reported a position in SURG in Q1 2026 and has held it in 2 quarters since. The position peaked at $426K in Q1 2026. 37 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

  • Vanguard Capital Management held 567,358 shares of SurgePays worth $205K as of Q2 2026.
  • Vanguard Capital Management left its SurgePays share count unchanged in Q2 2026.
  • SurgePays made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #3821 holding.
  • Vanguard Capital Management first reported a position in SurgePays in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's SurgePays position peaked at $426K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

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