VANGUARD ADVISERS INC

CIK 0000947529 · Q1 2026

13F Equity AUM

$25.5B

Positions

318

AUM Rank

#348

Top 3%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 90.3%Top 10: 96.2%Top 20: 99.2%

VTI35.8%

VXUS26.4%

BND16.2%

BNDX10.2%

VOO1.7%

ESGV1.6%

VSGX1.1%

VXF1.1%

VEU1.0%

VEA1.0%

Others (308)3.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services100.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 318Median: 0.00%Avg: 0.31%

0–0.5%

307(3.0%)

0.5–1%

1(0.8%)

1–3%

6(7.5%)

3–5%

0(0.0%)

5%+

4(88.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 312Unique: 6vs 20 funds

4.3%Low

318

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

6.5%

5.7%

5.9%

7.5%

3.4%

0.9%

VANGUARD CAPITAL MANAGEMENT LLC

0.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.2%

GEODE CAPITAL MANAGEMENT, LLC

0.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New666Increased0Decreased0Exited0

New Positions

VTI35.8%

+28.5M

VXUS26.4%

+87.5M

BND16.2%

+56.1M

BNDX10.2%

+54.0M

VOO1.7%

+709K

ESGV1.6%

+3.7M

VSGX1.1%

+4.0M

VXF1.1%

+1.3M

VEU1.0%

+3.5M

VEA1.0%

+4.0M

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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