Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s Bluerock Homes Trust BHM Stock Holding History

Vanguard Fiduciary Trust’s Portfolio BHM Stock Details BHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$177K Buy
19,673
+129
+0.7% +$1.35K ﹤0.01% 3608
2026
Q1 		$222K Buy
+19,544
New +$201K ﹤0.01% 3485

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Vanguard Fiduciary Trust's BHM Position: Q2 2026 in Review

Vanguard Fiduciary Trust increased its Bluerock Homes Trust (BHM) stake by 0.66% in Q2 2026, buying an estimated $1.35K and bringing the position to 19,673 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #3608.

Vanguard Fiduciary Trust first reported a position in BHM in Q1 2026 and has held it in 2 quarters since. The position peaked at $222K in Q1 2026. 36 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

  • Vanguard Fiduciary Trust held 19,673 shares of Bluerock Homes Trust worth $177K as of Q2 2026.
  • Vanguard Fiduciary Trust bought 129 Bluerock Homes Trust shares in Q2 2026, an estimated $1.35K.
  • Bluerock Homes Trust made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #3608 holding.
  • Vanguard Fiduciary Trust first reported a position in Bluerock Homes Trust in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's Bluerock Homes Trust position peaked at $222K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.