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Vanguard disaggregates holdings; U-Haul (UHAL) shows 0 shares after realignment

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(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

U-Haul Holding Co ownership filing shows the Vanguard Group reporting 0 shares beneficially owned in the issuer's Common Stock following an internal realignment. The filing cites the January 12, 1998 SEC release and notes the realignment occurred on January 12, 2026; signature dated 03/27/2026.

The filing states Vanguard's subsidiaries will report beneficial ownership separately and that Vanguard no longer is deemed to beneficially own securities held by those subsidiaries.

Positive

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Negative

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Insights

Schedule 13G/A shows disaggregated reporting and zero direct ownership.

The amendment records that The Vanguard Group reports 0 beneficially owned shares of U-Haul Common Stock and 0% of the class as of the filing, reflecting an internal realignment effective 01/12/2026.

Cash‑flow treatment is not applicable; subsequent filings by Vanguard subsidiaries will show any holdings.

Institutional reallocation, not a market trade signal.

The form states Vanguard reorganized and will disaggregate beneficial ownership among subsidiaries in reliance on SEC Release No. 34-39538. The amendment attributes holdings to those separate entities rather than The Vanguard Group.

Stakeholders should track the subsidiaries' filings for actual ownership details.

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

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FAQ

What does UHAL Schedule 13G/A filed by Vanguard state?

It states The Vanguard Group reports 0 shares beneficially owned and 0% of U-Haul Common Stock after an internal realignment on 01/12/2026. The amendment explains subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538.

Why does Vanguard report zero ownership for UHAL?

The filing explains Vanguard underwent an internal realignment on 01/12/2026, after which certain subsidiaries report beneficial ownership separately, so The Vanguard Group is no longer deemed to beneficially own those securities.

When was the Schedule 13G/A for UHAL signed and by whom?

The amendment is signed by Ashley Grim, Head of Global Fund Administration, with signature date 03/27/2026, certifying the statements about beneficial ownership and the internal realignment.

Does the filing identify which Vanguard subsidiaries hold UHAL shares?

The amendment notes that subsidiaries or business divisions will report beneficial ownership separately but does not list specific subsidiary names or share amounts; those holdings will appear in the subsidiaries' own filings.

What SEC guidance does Vanguard cite in the UHAL filing?

The amendment cites SEC Release No. 34-39538 (January 12, 1998), which permits disaggregated reporting by subsidiaries or business divisions following internal organizational changes.





023586506

(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