Monitor for any subsequent amendments that could indicate a shift from passive to active intent, though the 13G certification makes this unlikely. The filing adds to a pattern of institutional accumulation in ANDG, with JPMorgan previously reporting a 6.9% stake increase.
Price Chart
Executive Summary
Vanguard Capital Management LLC disclosed a 5.01% passive stake in Andersen Group Inc. as of September 30, 2026, via Schedule 13G. The filing certifies passive intent with no activist agenda, consistent with recent institutional stake increases in the company.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC filed a Schedule 13G disclosing beneficial ownership of 922,836 shares of Andersen Group Inc. common stock.
- The stake represents 5.01% of shares outstanding as of September 30, 2026.
- The filing certifies passive intent under Rule 13d-1(b), with no purpose or effect of changing or influencing control.
- Vanguard Capital Management LLC is a Pennsylvania-based investment adviser, filing as an IA (Investment Adviser).
- The filing includes shares held by affiliates Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, and Vanguard Investments Australia Ltd.
Financial Impact
Vanguard's 5.01% stake is valued at approximately $361 million based on the $7.2B market cap.
Risk Factors
- No activist intent is declared, but a large passive holder could still influence governance through voting or engagement.
- The filing does not disclose the price or date of acquisition, limiting insight into entry cost.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100119-26-001552 |
| Document: 0002100119-26-001552-index.html | 0002100119-26-001552 |
| Document: 0002100119-26-001552.txt | 0002100119-26-001552 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $64.69 | awaiting T+20 | awaiting T+20 | $65.55 (+1.33%) |
Oct 29, 2026 3d ago | SC 13G/A | $64.87 | awaiting T+20 | awaiting T+20 | $65.55 (+1.05%) |
Oct 28, 2026 4d ago | SC 13G/A | $62.93 | awaiting T+20 | awaiting T+20 | $65.55 (+4.16%) |
Oct 16, 2026 16d ago | SC 13G/A | $58.27 | awaiting T+20 | awaiting T+20 | $65.55 (+12.49%) |
Oct 15, 2026 17d ago | 8-K | $58.27 | awaiting T+20 | awaiting T+20 | $65.55 (+12.49%) |
Oct 14, 2026 18d ago | 8-K | $58.95 | awaiting T+20 | awaiting T+20 | $65.55 (+11.20%) |
Oct 7, 2026 25d ago | SC 13G/A | $55.34 | awaiting T+20 | awaiting T+20 | $65.55 (+18.45%) |
Aug 20, 2026 10w ago | EFFECT | $50.32 $54.99 | ▲ +9.28% | ▲ +9.28% | $65.55 (+30.27%) |
Aug 17, 2026 10w ago | S-1 | $45.75 $55.13 | ▲ +20.49% | ▲ +21.48% | $65.55 (+43.28%) |
Jun 29, 2026 17w ago | 8-K | $37.72 $46.94 | ▲ +24.44% | ▲ +25.47% | $65.55 (+73.78%) |
US Market Status
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