STOCK TITAN

Vanguard disaggregates holdings after realignment; COCO ownership reported as 0% (COCO)

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Vita Coco Co Inc Schedule 13G/A amendment shows The Vanguard Group reporting zero beneficial ownership of Vita Coco common stock. The filing explains an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries report holdings separately pursuant to SEC Release No. 34-39538. The filing is signed by Ashley Grim on 03/27/2026.

Positive

  • None.

Negative

  • None.

Insights

Vanguard disaggregated holdings; reported ownership in Vita Coco is zero.

The filing states that an internal realignment on 01/12/2026 prompted separate reporting by subsidiaries under SEC Release No. 34-39538. The Schedule 13G/A lists Amount beneficially owned: 0 and Percent of class: 0%.

Cash-flow treatment and any subsidiary holdings are not disclosed in this excerpt; subsequent filings by the named subsidiaries may show beneficial positions if present.

Disclosure aligns with SEC release permitting disaggregated reporting after reorganization.

The amendment cites SEC Release No. 34-39538 as the basis for separate reporting by subsidiaries or business divisions. It affirms that Vanguard "no longer has, or is deemed to have, beneficial ownership" of securities held by those entities.

Signatory: Ashley Grim, Head of Global Fund Administration, dated 03/27/2026. Monitor filings from Vanguard subsidiaries for any holdings.

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What does Vanguard report for COCO ownership in this Schedule 13G/A?

The filing reports zero shares and 0% beneficial ownership by The Vanguard Group. The amendment explains an internal realignment effective 01/12/2026 that caused certain subsidiaries to report separately under SEC Release No. 34-39538.

Why does Vanguard say it no longer has beneficial ownership of COCO shares?

Because Vanguard completed an internal realignment on 01/12/2026, certain subsidiaries now report holdings separately. The filing cites SEC Release No. 34-39538 as the basis for disaggregated reporting.

Does this Schedule 13G/A show any Vanguard subsidiary holdings in Vita Coco (COCO)?

This amendment does not list subsidiary holdings; it only states that subsidiaries will report separately. Examples of subsidiary positions are not included in the provided excerpt.

Who signed the Schedule 13G/A amendment for Vanguard and when?

The form is signed by Ashley Grim, Head of Global Fund Administration, on 03/27/2026. The filing references the internal realignment dated 01/12/2026.

What SEC guidance allows Vanguard to disaggregate reporting after reorganization?

The filing cites SEC Release No. 34-39538 (January 12, 1998), which permits subsidiaries or business divisions to report beneficial ownership separately following internal realignments.





92846Q107

(CUSIP Number)
03/13/2026

(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: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/27/2026