Vanguard Group
ISBA

Vanguard Group’s Isabella Bank ISBA Stock Holding History

Vanguard Group’s Portfolio ISBA Stock Details ISBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$15.3M Buy
306,685
+60,749
+25% +$2.57M ﹤0.01% 2747
2025
Q3 		$8.67M Buy
245,936
+132,551
+117% +$4.29M ﹤0.01% 3049
2025
Q2 		$3.42M Buy
+113,385
New +$3.43M ﹤0.01% 3340

Other funds holding ISBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vanguard Group's ISBA Position: Q4 2025 in Review

Vanguard Group increased its Isabella Bank (ISBA) stake by 25% in Q4 2025, buying an estimated $2.57M and bringing the position to 306,685 shares worth $15.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2747.

Vanguard Group first reported a position in ISBA in Q2 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold ISBA as of Q4 2025.

  • Vanguard Group held 306,685 shares of Isabella Bank worth $15.3M as of Q4 2025.
  • Vanguard Group bought 60,749 Isabella Bank shares in Q4 2025, an estimated $2.57M.
  • Isabella Bank made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #2747 holding.
  • Vanguard Group first reported a position in Isabella Bank in Q2 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Isabella Bank as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.