Vanguard Fiduciary Trust
IVR icon

Vanguard Fiduciary Trust’s Invesco Mortgage Capital IVR Stock Holding History

Vanguard Fiduciary Trust’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.85M Buy
614,225
+147,192
+32% +$1.19M ﹤0.01% 2194
2026
Q1 		$3.77M Buy
+467,033
New +$3.98M ﹤0.01% 2226

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Vanguard Fiduciary Trust increased its Invesco Mortgage Capital (IVR) stake by 32% in Q2 2026, buying an estimated $1.19M and bringing the position to 614,225 shares worth $4.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Vanguard Fiduciary Trust first reported a position in IVR in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Vanguard Fiduciary Trust held 614,225 shares of Invesco Mortgage Capital worth $4.85M as of Q2 2026.
  • Vanguard Fiduciary Trust bought 147,192 Invesco Mortgage Capital shares in Q2 2026, an estimated $1.19M.
  • Invesco Mortgage Capital made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #2194 holding.
  • Vanguard Fiduciary Trust first reported a position in Invesco Mortgage Capital in Q1 2026 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

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