Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s Heritage Global HGBL Stock Holding History

Vanguard Fiduciary Trust’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$202K Buy
167,270
+1,222
+0.7% +$1.59K ﹤0.01% 3576
2026
Q1 		$226K Buy
+166,048
New +$219K ﹤0.01% 3479

Other funds holding HGBL

MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $3.37B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $267M AUM

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

Vanguard Fiduciary Trust increased its Heritage Global (HGBL) stake by 0.74% in Q2 2026, buying an estimated $1.59K and bringing the position to 167,270 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #3576.

Vanguard Fiduciary Trust first reported a position in HGBL in Q1 2026 and has held it in 2 quarters since. The position peaked at $226K in Q1 2026. 36 funds tracked by Wall St. Rank hold HGBL as of Q2 2026.

  • Vanguard Fiduciary Trust held 167,270 shares of Heritage Global worth $202K as of Q2 2026.
  • Vanguard Fiduciary Trust bought 1,222 Heritage Global shares in Q2 2026, an estimated $1.59K.
  • Heritage Global made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #3576 holding.
  • Vanguard Fiduciary Trust first reported a position in Heritage Global in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's Heritage Global position peaked at $226K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Heritage Global as of Q2 2026.

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