Vanguard Fiduciary Trust
ZEO

Vanguard Fiduciary Trust’s Zeo Energy ZEO Stock Holding History

Vanguard Fiduciary Trust’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.93K Hold
10,497
– – ﹤0.01% 4051
2026
Q1 		$6.03K Buy
+10,497
New +$10.4K ﹤0.01% 4024

Other funds holding ZEO

CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $2.09B AUM 39.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Vanguard Fiduciary Trust held its Zeo Energy (ZEO) position steady in Q2 2026 at 10,497 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #4051.

Vanguard Fiduciary Trust first reported a position in ZEO in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold ZEO as of Q2 2026.

  • Vanguard Fiduciary Trust held 10,497 shares of Zeo Energy worth $6.93K as of Q2 2026.
  • Vanguard Fiduciary Trust left its Zeo Energy share count unchanged in Q2 2026.
  • Zeo Energy made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #4051 holding.
  • Vanguard Fiduciary Trust first reported a position in Zeo Energy in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2026.

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