Vanguard Group’s SurgePays SURG Stock Holding History

Vanguard Group’s Portfolio SURG Stock Details SURG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.1M	Hold	656,900	–	–	﹤0.01%	3755
2025 Q3	$1.85M	Buy	656,900 +35,286	+6%	+$100K	﹤0.01%	3604
2025 Q2	$1.94M	Buy	621,614 +42,735	+7%	+$118K	﹤0.01%	3541
2025 Q1	$1.2M	Hold	578,879	–	–	﹤0.01%	3658
2024 Q4	$1.03M	Sell	578,879 -8,139	-1%	-$14.3K	﹤0.01%	3754
2024 Q3	$1.08M	Buy	587,018 +55,664	+10%	+$126K	﹤0.01%	3751
2024 Q2	$1.7M	Buy	531,354 +25,974	+5%	+$98.1K	﹤0.01%	3612
2024 Q1	$1.95M	Buy	505,380 +38,195	+8%	+$255K	﹤0.01%	3606
2023 Q4	$3.01M	Sell	467,185 -5,607	-1%	-$29.9K	﹤0.01%	3454
2023 Q3	$2.21M	Buy	472,792 +29,910	+7%	+$155K	﹤0.01%	3548
2023 Q2	$3.24M	Buy	442,882 +15,251	+4%	+$90.9K	﹤0.01%	3488
2023 Q1	$1.92M	Buy	427,631 +24,390	+6%	+$132K	﹤0.01%	3690
2022 Q4	$2.65M	Sell	403,241 -5,701	-1%	-$34.4K	﹤0.01%	3562
2022 Q3	$1.86M	Buy	408,942 +100,866	+33%	+$515K	﹤0.01%	3778
2022 Q2	$1.49M	Buy	308,076 +4,107	+1%	+$17.3K	﹤0.01%	3942
2022 Q1	$1.24M	Sell	303,969 -57,800	-16%	-$178K	﹤0.01%	4144
2021 Q4	$731K	Buy	+361,769	New	+$927K	﹤0.01%	4350

Other funds holding SURG

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

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

MCA

Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Vanguard Group's SURG Position: Q4 2025 in Review

Vanguard Group held its SurgePays (SURG) position steady in Q4 2025 at 656,900 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3755.

Vanguard Group first reported a position in SURG in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.24M in Q2 2023. 30 funds tracked by Wall St. Rank hold SURG as of Q4 2025.

Vanguard Group held 656,900 shares of SurgePays worth $1.1M as of Q4 2025.
Vanguard Group left its SurgePays share count unchanged in Q4 2025.
SurgePays made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3755 holding.
Vanguard Group first reported a position in SurgePays in Q4 2021 and has held it in 17 quarters since.
Vanguard Group's SurgePays position peaked at $3.24M in Q2 2023.
30 funds tracked by Wall St. Rank held SurgePays as of Q4 2025.

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