Vanguard's increased passive stake is consistent with index fund rebalancing and does not signal a change in investment thesis. Monitor for any future 13D conversion or additional insider/activist filings, though none are indicated here.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G disclosing a 6.08% passive stake in National Vision Holdings, Inc., up from 5.04% in its prior filing. The increase of approximately 0.8 million shares is a routine portfolio adjustment by a large index fund manager with no activist intent.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC reported beneficial ownership of 4,809,407 common shares as of September 30, 2026.
- The stake represents 6.08% of shares outstanding, up from 5.04% in the prior filing.
- The filing is an amendment to Schedule 13G, confirming passive investment intent with no plan to influence control.
- The shares are held in the ordinary course of business for Vanguard-managed funds and accounts.
Financial Impact
Increase of approximately 820,306 shares (from 3,989,101 to 4,809,407), representing about 1.04% of shares outstanding. At a market cap of $1.2B, the incremental stake is valued at roughly $12.5M.
Risk Factors
- No material risks identified from this routine passive stake amendment.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001105 |
| Document: 0002100121-26-001105-index.html | 0002100121-26-001105 |
| Document: 0002100121-26-001105.txt | 0002100121-26-001105 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $16.35 | awaiting T+60 | awaiting T+60 | $16.59 (+1.50%) |
Oct 30, 2026 2d ago | SC 13G | $16.42 | awaiting T+60 | awaiting T+60 | $16.59 (+1.07%) |
Oct 8, 2026 24d ago | SC 13G | $16.74 | awaiting T+60 | awaiting T+60 | $16.59 (−0.90%) |
Sep 2, 2026 8w ago | Court Ruling | $16.87 | awaiting T+60 | awaiting T+60 | $16.59 (−1.66%) |
Jun 16, 2026 19w ago | Institutional Cluster | $17.57 $17.13 | ▼ −2.50% | ▼ −3.50% | $16.59 (−5.58%) |
Jun 9, 2026 20w ago | Insider Buy | $17.58 $16.87 | ▼ −4.04% | ▼ −10.62% | $16.59 (−5.63%) |
US Market Status
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