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Vanguard (SYM) disaggregates reporting; files 13G/A showing 0 shares

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Symbotic Inc. filing shows an amendment to a Schedule 13G/A by The Vanguard Group reflecting an internal realignment and disaggregation of reporting units. The filing states Vanguard and related subsidiaries now report separately and that The Vanguard Group reports 0 shares beneficially owned of Symbotic common stock and 0% of the class. The disclosure references the internal realignment effective January 12, 2026 and is signed on 03/27/2026.

Positive

  • None.

Negative

  • None.

Insights

Amendment records disaggregated reporting after Vanguard's internal realignment; Vanguard reports zero beneficial ownership.

The filing documents that on January 12, 2026 The Vanguard Group reorganized certain subsidiaries, which will now file separate beneficial ownership disclosures per SEC Release No. 34-39538.

This Schedule 13G/A shows Amount beneficially owned: 0 and Percent of class: 0%, indicating no beneficial ownership is attributed to The Vanguard Group in this filing.

Filing is procedural and aligns with SEC guidance for disaggregated reporting after internal restructuring.

The amendment cites SEC Release No. 34-39538 as the basis for separate reporting by subsidiaries and states the subsidiaries pursue the same investment strategies as before the realignment.

Cash‑flow treatment and any per‑subsidiary holdings are not listed in this excerpt; subsequent individual schedules would show holdings if present.






87151X101

(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

FAQ

What does The Vanguard Group report for SYM in this Schedule 13G/A?

The filing reports 0 shares beneficially owned and 0% of Symbotic common stock. It states Vanguard disaggregated reporting after an internal realignment on January 12, 2026, so this Schedule 13G/A attributes no beneficial ownership to The Vanguard Group.

Why does Vanguard say it is reporting separately in the amendment?

Vanguard cites SEC Release No. 34-39538 to justify disaggregated reporting of subsidiaries. The filing explains certain subsidiaries will report beneficial ownership separately following a corporate realignment on January 12, 2026, per that release.

Does this Schedule 13G/A show any shares held by Vanguard subsidiaries?

This amendment lists Amount beneficially owned: 0 for The Vanguard Group itself. The excerpt does not enumerate individual subsidiary holdings; separate filings by those entities would show any subsidiary positions if they exist.

When did Vanguard sign and file this amendment for Symbotic (SYM)?

The signature block shows the form was signed by Ashley Grim, Head of Global Fund Administration, on 03/27/2026. The amendment references the internal realignment effective January 12, 2026.

Who signed the Schedule 13G/A amendment for Vanguard on Symbotic?

The form is signed by Ashley Grim, listed as Head of Global Fund Administration, with the signature date 03/27/2026. The signature block attests to the disclosure as provided in the amendment.
SYMBOTIC INC

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Specialty Industrial Machinery
General Industrial Machinery & Equipment, Nec
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United States
WILMINGTON