Vanguard Portfolio Management
XZO

Vanguard Portfolio Management’s Exzeo Group XZO Stock Holding History

Vanguard Portfolio Management’s Portfolio XZO Stock Details XZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$958K Buy
56,768
+11,533
+25% +$170K ﹤0.01% 2975
2026
Q1 		$664K Buy
+45,235
New +$803K ﹤0.01% 2907

Other funds holding XZO

JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Portfolio Management's XZO Position: Q2 2026 in Review

Vanguard Portfolio Management increased its Exzeo Group (XZO) stake by 25% in Q2 2026, buying an estimated $170K and bringing the position to 56,768 shares worth $958K. The position accounts for ﹤0.01% of the portfolio, ranked #2975.

Vanguard Portfolio Management first reported a position in XZO in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Vanguard Portfolio Management held 56,768 shares of Exzeo Group worth $958K as of Q2 2026.
  • Vanguard Portfolio Management bought 11,533 Exzeo Group shares in Q2 2026, an estimated $170K.
  • Exzeo Group made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #2975 holding.
  • Vanguard Portfolio Management first reported a position in Exzeo Group in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.