Vanguard's new 5%+ stake is consistent with index fund rebalancing or a passive accumulation strategy. No change in investment intent is signaled. Monitor future 13G amendments for stake increases or a potential 13D conversion, though the latter is unlikely given Vanguard's passive mandate.
Price Chart
Executive Summary
Vanguard Capital Management LLC filed a new Schedule 13G disclosing a 5.17% passive stake in V2X, Inc. as of September 30, 2026. This is a routine passive disclosure by a large index fund manager, consistent with Vanguard's typical investment approach and does not indicate any activist intent.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC disclosed beneficial ownership of 1,621,800 shares of V2X, Inc. common stock.
- The stake represents 5.17% of outstanding shares as of September 30, 2026.
- The filing is a new Schedule 13G, not an amendment, indicating Vanguard crossed the 5% threshold for the first time.
- Vanguard certifies the shares were acquired and are held in the ordinary course of business with no intent to influence control.
- The filing is made under Rule 13d-1(b), confirming passive investment intent.
Financial Impact
5.17% stake valued at approximately $124M based on the $2.4B market cap snapshot.
Risk Factors
- No material risks identified from this passive stake disclosure.
- The filing is routine and does not alter the company's governance or strategic outlook.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100119-26-001694 |
| Document: 0002100119-26-001694-index.html | 0002100119-26-001694 |
| Document: 0002100119-26-001694.txt | 0002100119-26-001694 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 1d ago | SC 13G | $80.27 | awaiting T+20 | awaiting T+20 | $80.37 (+0.12%) |
Oct 30, 2026 2d ago | GOVT-CONTRACT | $80.27 | awaiting T+20 | awaiting T+20 | $80.37 (+0.13%) |
Oct 27, 2026 4d ago | SC 13G/A | $77.41 | awaiting T+20 | awaiting T+20 | $80.37 (+3.82%) |
Sep 23, 2026 5w ago | GOVT-CONTRACT | $76.19 $73.36 | ▼ −3.71% | ▼ −3.29% | $80.37 (+5.49%) |
Sep 18, 2026 6w ago | GOVT-CONTRACT | $77.27 $69.58 | ▼ −9.95% | ▼ −9.04% | $80.37 (+4.01%) |
Aug 17, 2026 10w ago | Insider Cluster | $81.46 $75.27 | ▲ +7.60% | ▲ +6.61% | $80.37 (+1.34%) |
Aug 10, 2026 11w ago | 8-K | $80.54 $71.91 | ▼ −10.72% | ▼ −9.66% | $80.37 (−0.21%) |
Jul 23, 2026 14w ago | GOVT-CONTRACT | $83.57 $78.50 | ▼ −6.07% | ▼ −9.69% | $80.37 (−3.83%) |
Jul 9, 2026 16w ago | GOVT-CONTRACT | $74.99 $84.41 | ▲ +12.56% | ▲ +10.14% | $80.37 (+7.17%) |
Jun 12, 2026 20w ago | Institutional Cluster | $90.81 $74.99 | ▼ −17.42% | ▼ −19.20% | $80.37 (−11.50%) |
US Market Status
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