Vanguard Group’s Surf Air Mobility SRFM Stock Holding History

Vanguard Group’s Portfolio SRFM Stock Details SRFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.41M	Buy	2,786,193 +899,764	+48%	+$2.88M	﹤0.01%	3222
2025 Q3	$8.09M	Buy	1,886,429 +1,320,353	+233%	+$6.19M	﹤0.01%	3088
2025 Q2	$2.09M	Buy	566,076 +27,816	+5%	+$69.2K	﹤0.01%	3525
2025 Q1	$1.44M	Buy	538,260 +33,201	+7%	+$137K	﹤0.01%	3596
2024 Q4	$2.72M	Sell	505,059 -17,811	-3%	-$49.4K	﹤0.01%	3473
2024 Q3	$701K	Sell	522,870 -5	-0%	-$9	﹤0.01%	3880
2024 Q2	$1.41M	Hold	522,875	–	–	﹤0.01%	3678
2024 Q1	$3.09M	Buy	522,875 +1,303	+0.2%	+$10.1K	﹤0.01%	3455
2023 Q4	$5.66M	Buy	521,572 +3,061	+0.6%	+$24.6K	﹤0.01%	3234
2023 Q3	$5.92M	Buy	+518,511	New	+$6.16M	﹤0.01%	3175

Other funds holding SRFM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

6CM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OAC

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

Vanguard Group's SRFM Position: Q4 2025 in Review

Vanguard Group increased its Surf Air Mobility (SRFM) stake by 48% in Q4 2025, buying an estimated $2.88M and bringing the position to 2,786,193 shares worth $5.41M. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

Vanguard Group first reported a position in SRFM in Q3 2023 and has held it in 10 quarters since. The position peaked at $8.09M in Q3 2025. 67 funds tracked by Wall St. Rank hold SRFM as of Q4 2025.

Vanguard Group held 2,786,193 shares of Surf Air Mobility worth $5.41M as of Q4 2025.
Vanguard Group bought 899,764 Surf Air Mobility shares in Q4 2025, an estimated $2.88M.
Surf Air Mobility made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3222 holding.
Vanguard Group first reported a position in Surf Air Mobility in Q3 2023 and has held it in 10 quarters since.
Vanguard Group's Surf Air Mobility position peaked at $8.09M in Q3 2025.
67 funds tracked by Wall St. Rank held Surf Air Mobility as of Q4 2025.

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