Vanguard Group’s NeoVolta NEOV Stock Holding History

Vanguard Group’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
2025 Q4	$1.44M	Buy	473,756 +14,768	+3%	+$62.3K	﹤0.01%	3668
2025 Q3	$2.05M	Buy	458,988 +47,521	+12%	+$210K	﹤0.01%	3576
2025 Q2	$1.36M	Hold	411,467	–	–	﹤0.01%	3659
2025 Q1	$893K	Hold	411,467	–	–	﹤0.01%	3746
2024 Q4	$2.14M	Buy	411,467 +19,574	+5%	+$82.4K	﹤0.01%	3545
2024 Q3	$1.21M	Buy	391,893 +6,319	+2%	+$17.8K	﹤0.01%	3714
2024 Q2	$1.02M	Buy	385,574 +323	+0.1%	+$782	﹤0.01%	3784
2024 Q1	$455K	Hold	385,251	–	–	﹤0.01%	4040
2023 Q4	$616K	Buy	385,251 +7,646	+2%	+$15.2K	﹤0.01%	3975
2023 Q3	$940K	Buy	377,605 +3,077	+0.8%	+$8.94K	﹤0.01%	3856
2023 Q2	$1.23M	Sell	374,528 -11,628	-3%	-$29K	﹤0.01%	3836
2023 Q1	$989K	Hold	386,156	–	–	﹤0.01%	3924
2022 Q4	$1.08M	Buy	386,156 +21,013	+6%	+$81.9K	﹤0.01%	3888
2022 Q3	$1.84M	Buy	+365,143	New	+$1.58M	﹤0.01%	3782

Other funds holding NEOV

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group's NEOV Position: Q4 2025 in Review

Vanguard Group increased its NeoVolta (NEOV) stake by 3.2% in Q4 2025, buying an estimated $62.3K and bringing the position to 473,756 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3668.

Vanguard Group first reported a position in NEOV in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.14M in Q4 2024. 33 funds tracked by Wall St. Rank hold NEOV as of Q4 2025.

Vanguard Group held 473,756 shares of NeoVolta worth $1.44M as of Q4 2025.
Vanguard Group bought 14,768 NeoVolta shares in Q4 2025, an estimated $62.3K.
NeoVolta made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3668 holding.
Vanguard Group first reported a position in NeoVolta in Q3 2022 and has held it in 14 quarters since.
Vanguard Group's NeoVolta position peaked at $2.14M in Q4 2024.
33 funds tracked by Wall St. Rank held NeoVolta as of Q4 2025.

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