Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s NeoVolta NEOV Stock Holding History

Vanguard Fiduciary Trust’s Portfolio NEOV Stock Details NEOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$693K Sell
219,931
-13,684
-6% -$34.7K ﹤0.01% 3161
2026
Q1 		$720K Buy
+233,615
New +$911K ﹤0.01% 3068

Other funds holding NEOV

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $561M AUM 283.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

Vanguard Fiduciary Trust reduced its NeoVolta (NEOV) stake by 5.9% in Q2 2026, selling an estimated $34.7K and leaving 219,931 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #3161.

Vanguard Fiduciary Trust first reported a position in NEOV in Q1 2026 and has held it in 2 quarters since. The position peaked at $720K in Q1 2026. 40 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

  • Vanguard Fiduciary Trust held 219,931 shares of NeoVolta worth $693K as of Q2 2026.
  • Vanguard Fiduciary Trust sold 13,684 NeoVolta shares in Q2 2026, an estimated $34.7K.
  • NeoVolta made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #3161 holding.
  • Vanguard Fiduciary Trust first reported a position in NeoVolta in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's NeoVolta position peaked at $720K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

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