The drop below 5% removes Vanguard's obligation to file future 13G amendments, reducing transparency into their ongoing position. Monitor for any large block trades or further institutional exits.
Price Chart
Executive Summary
Vanguard Capital Management LLC filed an amended Schedule 13G disclosing a 4.96% passive stake in Herbalife Ltd as of September 30, 2026, down from 5.0%+ in prior filings. The stake fell below the 5% reporting threshold, indicating net selling by the index fund manager during the quarter.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC reported beneficial ownership of 5,202,892 shares of Herbalife Ltd common stock as of September 30, 2026
- The stake represents 4.96% of shares outstanding, down from above 5% in prior filings
- Filing is an amendment to Schedule 13G, indicating passive investment intent
- Vanguard is an index fund manager; the reduction likely reflects index rebalancing or fund flows rather than active conviction
Financial Impact
Stake decreased from above 5% to 4.96%, representing a reduction of approximately 40,000-100,000 shares based on share count changes
Risk Factors
- Passive selling by index funds can exert downward pressure on the stock without fundamental catalyst
- Loss of a major institutional holder's 5%+ disclosure reduces public visibility into ownership changes
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) | 0002100119-26-001627 |
| Document: 0002100119-26-001627-index.html | 0002100119-26-001627 |
| Document: 0002100119-26-001627.txt | 0002100119-26-001627 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $12.88 | awaiting T+1 | awaiting T+1 | $13.05 (+1.32%) |
Aug 31, 2026 8w ago | 8-K | $10.99 $11.52 | ▼ −4.82% | ▼ −5.51% | $13.05 (−18.74%) |
May 20, 2026 23w ago | Insider Cluster | $12.69 $12.43 | ▲ +2.05% | ▲ +2.49% | $13.05 (−2.84%) |
May 6, 2026 25w ago | 8-K | $14.49 $14.31 | ▼ −1.24% | ▼ −2.07% | $13.05 (−9.94%) |
May 1, 2026 26w ago | 8-K | $15.82 $16.26 | ▲ +2.78% | ▲ +1.99% | $13.05 (−17.51%) |
Apr 14, 2026 28w ago | 8-K | $16.67 $16.89 | ▲ +1.32% | ▲ +0.54% | $13.05 (−21.72%) |
Mar 17, 2026 32w ago | DEFA14A | $15.12 $14.89 | ▼ −1.52% | ▼ −1.26% | $13.05 (−13.69%) |
US Market Status
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