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VANGUARD PORTFOLIO MANAGEMENT LLC

First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.

100 VANGUARD BLVD, MALVERN, PA 19355 • 610-669-6148

Q1 2026 · Filed 2026-05-15
Market Value
$1.9T
Holdings
2,975
New Purchases
2,975
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
21.6%
Turnover
100.0%

Industry Breakdown

IndustryWeight
Technology 29.3%
Financial Services 12.2%
Industrials 10.8%
Healthcare 10.0%
Consumer Cyclical 8.3%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 58 $745.4B 39.2%
Large Cap 675 $940.4B 49.4%
Mid Cap 907 $191.8B 10.1%
Small Cap 968 $23.9B 1.3%
Micro Cap 367 $648M 0.0%

Portfolio Analytics

Avg Market Cap
$28.9B
Median Market Cap
$2.6B
Avg P/E
32.7
Median P/E
19.8
Avg Dividend Yield
0.02%
Avg Beta
1.09
# Stocks
2,974
# ETFs / Funds
1

Top Holdings (2,975 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.68% 510,126,721 $89.0B $174.40
2 AAPL 4.42% 331,437,055 $84.1B $253.79
3 MSFT 3.26% 167,490,848 $62.0B $370.17
4 AVGO 2.09% 128,422,947 $39.7B $309.51
5 GOOGL 1.46% 96,536,714 $27.8B $287.56
6 AMZN 1.39% 127,012,849 $26.5B $208.27
7 GOOG 1.16% 76,849,375 $22.0B $286.86
8 META 1.14% 37,856,635 $21.7B $572.13
9 XOM 1.03% 115,629,047 $19.6B $169.66
10 LLY 1.01% 20,977,027 $19.3B $919.77
11 JPM 1.01% 65,580,826 $19.3B $294.16
12 TSLA 0.96% 49,252,925 $18.3B $371.75
13 JNJ 0.82% 63,514,436 $15.5B $244.44
14 WMT 0.61% 93,696,778 $11.6B $124.28
15 BRK-B 0.60% 23,728,514 $11.4B $479.20
16 V 0.60% 37,604,815 $11.4B $302.24
17 ABBV 0.57% 49,523,078 $10.8B $217.49
18 COST 0.56% 10,705,635 $10.7B $996.43
19 MA 0.51% 19,434,544 $9.7B $499.66
20 CSCO 0.48% 117,849,671 $9.1B $77.59
21 PG 0.48% 62,847,265 $9.1B $144.44
22 CVX 0.46% 42,313,738 $8.8B $206.90
23 ORCL 0.44% 56,745,677 $8.3B $147.11
24 HD 0.44% 25,277,177 $8.3B $328.89
25 CAT 0.44% 11,705,890 $8.3B $708.46
26 WELL 0.44% 41,863,049 $8.3B $197.71
27 MRK 0.43% 67,304,305 $8.1B $120.29
28 BAC 0.42% 163,431,813 $8.0B $48.75
29 LRCX 0.42% 37,060,963 $7.9B $213.66
30 MU 0.41% 23,024,614 $7.8B $337.84
31 AMD 0.40% 37,603,675 $7.6B $203.43
32 KO 0.40% 99,948,626 $7.6B $76.05
33 PLTR 0.38% 50,022,230 $7.3B $146.28
34 NFLX 0.38% 75,398,731 $7.2B $96.15
35 PLD 0.37% 53,878,755 $7.1B $132.18
36 IBM 0.35% 27,660,866 $6.7B $242.39
37 UNH 0.34% 24,036,504 $6.5B $270.59
38 GS 0.32% 7,208,245 $6.1B $845.99
39 LIN 0.32% 12,289,282 $6.1B $495.76
40 MCD 0.31% 19,104,792 $5.9B $310.79
41 KLAC 0.31% 4,029,061 $5.9B $1,472.41
42 AMAT 0.31% 17,261,696 $5.9B $341.79
43 EQIX 0.31% 6,004,091 $5.9B $980.24
44 PEP 0.30% 36,455,039 $5.7B $155.29
45 NEE 0.29% 60,413,784 $5.6B $92.88
46 TXN 0.29% 28,611,951 $5.6B $194.14
47 DLR 0.28% 29,472,165 $5.3B $180.21
48 AMGN 0.27% 14,621,148 $5.1B $351.85
49 MS 0.26% 30,240,801 $5.0B $164.57
50 O 0.26% 81,234,234 $5.0B $61.18
51 ABT 0.26% 47,944,891 $4.9B $102.67
52 RTX 0.26% 25,465,850 $4.9B $192.90
53 WFC 0.26% 61,671,445 $4.9B $79.61
54 GILD 0.26% 35,129,465 $4.9B $139.37
55 PM 0.26% 29,577,453 $4.9B $165.34
56 AMT 0.25% 27,596,159 $4.8B $172.58
57 WDC 0.24% 17,172,653 $4.6B $270.49
58 GE 0.24% 16,150,730 $4.6B $283.77
59 ADI 0.24% 14,342,250 $4.6B $318.14
60 APH 0.24% 35,850,171 $4.5B $126.35
61 VRT 0.24% 17,926,522 $4.5B $250.58
62 QCOM 0.23% 34,192,863 $4.4B $128.78
63 STX 0.23% 11,094,908 $4.3B $391.76
64 SPG 0.23% 23,098,132 $4.3B $186.53
65 HWM 0.22% 18,535,288 $4.3B $230.46
66 CEG 0.22% 15,013,945 $4.2B $279.25
67 GEV 0.22% 4,798,236 $4.2B $872.90
68 MSI 0.22% 9,633,450 $4.2B $433.97
69 NEM 0.22% 37,806,740 $4.1B $108.25
70 CMI 0.21% 7,498,010 $4.0B $538.02
71 PSX 0.21% 22,100,692 $4.0B $182.18
72 ACN 0.20% 19,559,410 $3.9B $198.29
73 T 0.20% 133,554,764 $3.9B $28.99
74 VZ 0.20% 76,841,569 $3.9B $50.20
75 GLW 0.20% 28,271,740 $3.8B $135.97
76 SLB 0.20% 74,609,987 $3.8B $51.39
77 MPC 0.20% 15,672,113 $3.8B $244.18
78 PWR 0.20% 6,871,038 $3.8B $549.02
79 INTC 0.20% 85,427,273 $3.8B $44.13
80 COP 0.20% 28,326,674 $3.7B $132.00
81 C 0.19% 32,457,746 $3.7B $113.41
82 VLO 0.19% 14,878,748 $3.7B $247.08
83 PSA 0.19% 13,542,250 $3.7B $270.88
84 CRM 0.19% 19,419,407 $3.6B $186.67
85 INTU 0.19% 8,281,599 $3.6B $432.38
86 HON 0.19% 15,650,414 $3.5B $226.03
87 UNP 0.18% 14,444,761 $3.5B $242.62
88 CBRE 0.18% 25,807,550 $3.5B $135.46
89 TEL 0.18% 16,620,667 $3.5B $209.02
90 DIS 0.18% 35,394,670 $3.4B $96.38
91 BLK 0.18% 3,531,954 $3.4B $961.71
92 RCL 0.18% 12,281,397 $3.4B $275.18
93 VTR 0.18% 41,261,965 $3.4B $81.78
94 CRH.L 0.18% 32,090,966 $3.4B $105.12
95 LOW 0.18% 14,257,036 $3.4B $236.28
96 ISRG 0.18% 7,233,971 $3.3B $460.99
97 NET 0.17% 16,039,889 $3.3B $206.34
98 LHX 0.17% 9,549,945 $3.3B $345.15
99 MRVL 0.17% 33,218,111 $3.3B $99.05
100 ETN 0.17% 9,185,593 $3.3B $357.67

New Positions

SymbolValue% Port
NVDA $89.0B 4.68%
AAPL $84.1B 4.42%
MSFT $62.0B 3.26%
AVGO $39.7B 2.09%
GOOGL $27.8B 1.46%
AMZN $26.5B 1.39%
GOOG $22.0B 1.16%
META $21.7B 1.14%
XOM $19.6B 1.03%
LLY $19.3B 1.01%
JPM $19.3B 1.01%
TSLA $18.3B 0.96%
JNJ $15.5B 0.82%
WMT $11.6B 0.61%
BRK-B $11.4B 0.60%
View SEC EDGAR Filings for VANGUARD PORTFOLIO MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms