As of the latest SEC filings, NeoVolta Inc. (NEOV) is held by 16 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $3,890,348.00 in market value, representing a significant portion of its portfolio.
Funds holding NeoVolta Inc. (NEOV)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- NEOV
- CIK:
- 0001748137
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,890,348.00 | 1,263,100 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,156,284.36 | 375,417 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $453,819.59 | 157,031 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $255,101.00 | 82,825 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $156,282.53 | 54,077 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $121,972.45 | 42,205 | Feb 28, 2026 | Apr 24, 2026 |
|
VITNX
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
|
MF | Vanguard | 0.00% | $77,194.04 | 25,063 | Mar 31, 2026 | May 28, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $68,810.28 | 22,341 | Mar 31, 2026 | May 28, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $62,825.71 | 21,739 | Feb 28, 2026 | Apr 24, 2026 |
|
FZROX
Fidelity ZERO Total Market Index Fund
|
MF | Fidelity | 0.00% | $42,605.46 | 16,578 | Apr 30, 2026 | Jun 26, 2026 |
|
SWTSX
Schwab Total Stock Market Index Fund
|
MF | Charles Schwab | 0.00% | $33,317.48 | 12,964 | Apr 30, 2026 | Jun 25, 2026 |
|
FZIPX
Fidelity ZERO Extended Market Index Fund
|
MF | Fidelity | 0.00% | $28,629.80 | 11,140 | Apr 30, 2026 | Jun 26, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.01% | $18,319.84 | 5,948 | Mar 31, 2026 | May 26, 2026 |
|
FLXSX
Fidelity Flex Small Cap Index Fund
|
MF | Fidelity | 0.00% | $13,171.25 | 5,125 | Apr 30, 2026 | Jun 26, 2026 |
|
USMIX
Victory Extended Market Index Fund
|
MF | Independent / Boutique | 0.00% | $11,025.30 | 4,290 | Apr 30, 2026 | Jun 25, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.00% | -$13,244.00 | -4,300 | Mar 31, 2026 | May 27, 2026 |
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