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Vanguard Portfolio Management (ASTH) discloses 2.65M-share stake in Astrana Health

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Vanguard Portfolio Management LLC, a Pennsylvania entity, reports beneficial ownership of 2,648,939 shares of Astrana Health Inc common stock on a Schedule 13G. This represents 5.34% of the class. Vanguard has sole voting power over 43,164 shares and sole dispositive power over all 2,648,939 shares, with no shared voting or dispositive power.

The position reflects securities held by Vanguard Portfolio Management LLC and specified affiliates, including Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, for Vanguard funds and other managed accounts. Vanguard notes that no other individual person has an interest in more than 5% of the securities reported.

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Beneficially owned shares 2,648,939 shares Amount beneficially owned by Vanguard Portfolio Management in Astrana Health Inc common stock
Percent of class 5.34% Percentage of Astrana Health Inc common stock class beneficially owned
Sole voting power 43,164 shares Shares of Astrana Health Inc over which Vanguard has sole voting power
Sole dispositive power 2,648,939 shares Shares of Astrana Health Inc over which Vanguard has sole power to dispose
beneficially owned financial
"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
dispositive power financial
"exercises dispositive power, in addition to securities held by clients"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
sole voting power financial
"Number of shares as to which the person has sole power to vote or to direct the vote"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Investment Company Act of 1940 regulatory
"investment companies registered under the Investment Company Act of 1940 and other managed accounts"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
percent of class financial
"Percent of class: 5.34 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

How many Astrana Health Inc (ASTH) shares does Vanguard Portfolio Management report owning?

Vanguard Portfolio Management reports beneficial ownership of 2,648,939 shares of Astrana Health Inc common stock, as disclosed in its Schedule 13G filing, representing holdings across Vanguard funds and other managed accounts.

What percentage of Astrana Health Inc (ASTH) is owned by Vanguard Portfolio Management?

Vanguard Portfolio Management reports beneficial ownership of 5.34% of Astrana Health Inc’s common stock. This percentage is based on 2,648,939 shares beneficially owned as stated in the Schedule 13G.

How much voting power does Vanguard Portfolio Management have in Astrana Health Inc (ASTH)?

Vanguard Portfolio Management has sole voting power over 43,164 Astrana Health Inc shares and no shared voting power. It has sole dispositive power over 2,648,939 shares, with no shared dispositive power reported.

Who ultimately benefits from Vanguard Portfolio Management’s Astrana Health Inc (ASTH) holdings?

The reported Astrana Health Inc holdings benefit Vanguard funds and other managed accounts. Vanguard states these entities may receive dividends or sale proceeds, and that no single other person’s interest exceeds 5% of the class.

Is Vanguard Portfolio Management’s ownership in Astrana Health Inc (ASTH) over 5%?

Yes, Vanguard Portfolio Management’s beneficial ownership is 5.34% of Astrana Health Inc’s common stock, crossing the 5% threshold that requires a Schedule 13G ownership disclosure with the SEC.





03763A207

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:My Trieu-Gatt
Name/Title:Authorized Signatory, Head of Global Fund Administration
Date:07/31/2026