Vanguard's passive 5%+ stake is routine for an index fund manager and does not signal activist intent. Monitor the next 13F filing for any material change in position size.
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Executive Summary
Vanguard Capital Management LLC disclosed a 5.07% passive stake in Helen of Troy Ltd via Schedule 13G, certifying no intent to influence control. The stake of 1,181,654 shares was held as of September 30, 2026, and this filing updates a prior Vanguard 13G from April 2026.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC reported beneficial ownership of 1,181,654 shares of Helen of Troy common stock, representing 5.07% of shares outstanding.
- The filing is a passive investment disclosure under Rule 13d-1(b), with no intent to change or influence control.
- The stake is held across multiple Vanguard affiliates and managed accounts, with no single account exceeding 5%.
- This filing updates a prior Vanguard 13G from April 30, 2026, tracking the firm's ongoing passive position.
Financial Impact
5.07% stake valued at approximately $34.8M based on a $686M market cap.
Risk Factors
- No activist or control intent is indicated; the filing is purely passive.
- The stake is below 10%, so no unusual conviction signal from size alone.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100119-26-001632 |
| Document: 0002100119-26-001632-index.html | 0002100119-26-001632 |
| Document: 0002100119-26-001632.txt | 0002100119-26-001632 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $28.85 | awaiting T+5 | awaiting T+5 | $28.89 (+0.14%) |
Oct 13, 2026 19d ago | 144 | $27.82 $29.42 | ▲ +5.75% | ▲ +6.90% | $28.89 (+3.85%) |
Oct 8, 2026 24d ago | 8-K | $26.55 $29.53 | ▲ +11.22% | ▲ +11.50% | $28.89 (+8.81%) |
Jul 8, 2026 16w ago | 8-K | $25.18 $27.22 | ▲ +8.12% | ▲ +7.26% | $28.89 (+14.76%) |
Jun 4, 2026 21w ago | 8-K | $24.34 $29.86 | ▲ +22.68% | ▲ +22.11% | $28.89 (+18.69%) |
Apr 23, 2026 27w ago | 8-K | $23.82 $23.82 | · 0.00% | ▲ +1.48% | $28.89 (−21.28%) |
US Market Status
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