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Vanguard Portfolio Management

Index & passive giants

Files as Vanguard Portfolio Management LLC(SEC CIK 2100121). Portfolio from its latest quarterly 13F-HR filing.

$2.22T
Tracked value
3,084
Positions
Q2 2026
Portfolio as of
Aug 13, 2026
Filed

Holdings

Top 100 of 3,084 tracked positions, by value
#CompanyPortfolio %vs Q1 2026Value
1NVDANVIDIA CORP4.7%▲ 1.5%$103.61B
2AAPLApple Inc.4.4%▲ 0.8%$96.68B
3MSFTMICROSOFT CORP2.8%▲ 0.5%$62.82B
4AVGOBroadcom Inc.2.2%▼ 1.1%$47.97B
5GOOGLAlphabet Inc.1.6%▲ 2.4%$35.34B
6AMZNAMAZON COM INC1.3%▼ 4.2%$28.99B
7MUMICRON TECHNOLOGY INC1.3%▲ 7.1%$28.47B
8GOOGAlphabet Inc.1.3%▲ 2.4%$27.80B
9LLYELI LILLY & Co1.1%▼ 0.6%$25.02B
10AMDADVANCED MICRO DEVICES INC1.0%▲ 0.9%$22.03B
11METAMeta Platforms, Inc.1.0%▲ 1.4%$21.62B
12JPMJPMORGAN CHASE & CO1.0%▲ 0.4%$21.54B
13TSLATesla, Inc.0.9%▲ 0.6%$20.84B
14JNJJOHNSON & JOHNSON0.7%▲ 1.3%$16.35B
15XOMExxonMobil Holdings Corp0.7%▲ 0.9%$15.95B
16LRCXLAM RESEARCH CORP0.7%▼ 1.1%$15.88B
17CSCOCISCO SYSTEMS, INC.0.6%▲ 1.2%$14.01B
18AMATAPPLIED MATERIALS INC /DE0.6%▲ 7.5%$13.41B
19CATCATERPILLAR INC0.6%▲ 2.7%$12.81B
20VVISA INC.0.6%▼ 2.0%$12.64B
21INTCINTEL CORP0.6%▲ 4.6%$12.48B
22ABBVAbbVie Inc.0.6%▼ 2.1%$12.20B
23BRK/BBERKSHIRE HATHAWAY INC0.6%▲ 2.7%$12.20B
24KLACKLA CORP0.5%▲ 878%$11.88B
25WMTWalmart Inc.0.5%▲ 1.1%$10.73B
26UNHUNITEDHEALTH GROUP INC0.5%▲ 1.9%$10.18B
27WELLWELLTOWER INC.0.4%▲ 3.8%$9.86B
28MAMastercard Inc0.4%▼ 1.4%$9.84B
29BACBANK OF AMERICA CORP /DE/0.4%▲ 5.5%$9.82B
30COSTCOSTCO WHOLESALE CORP /NEW0.4%▼ 2.8%$9.73B
31PGPROCTER & GAMBLE Co0.4%▲ 0.9%$9.30B
32HDHOME DEPOT, INC.0.4%▲ 1.9%$9.08B
33TXNTEXAS INSTRUMENTS INC0.4%▲ 3.2%$8.80B
34MRKMerck & Co., Inc.0.4%▲ 0.6%$8.70B
35ORCLORACLE CORP0.4%▲ 1.0%$8.40B
36WDCWESTERN DIGITAL CORP0.4%▼ 23.7%$8.37B
37KOCOCA COLA CO0.4%▼ 0.3%$8.10B
38SNDKSandisk Corp0.4%▼ 1.7%$7.99B
39IBMINTERNATIONAL BUSINESS MACHINES CORP0.4%▲ 2.5%$7.97B
40STXSeagate Technology Holdings plc0.3%▼ 27.9%$7.72B
41PLDPrologis, Inc.0.3%▲ 2.6%$7.49B
42GSGOLDMAN SACHS GROUP INC0.3%▲ 0.1%$7.30B
43CVXCHEVRON CORP0.3%▲ 0.4%$7.04B
44PANWPalo Alto Networks Inc0.3%▼ 1.3%$6.60B
45LINLINDE PLC0.3%▲ 1.4%$6.47B
46EQIXEQUINIX INC0.3%▲ 1.6%$6.36B
47MSMORGAN STANLEY0.3%▼ 0.1%$6.31B
48APHAMPHENOL CORP /DE/0.3%▼ 0.5%$6.29B
49GEGENERAL ELECTRIC CO0.3%▲ 4.0%$6.27B
50MRVLMarvell Technology, Inc.0.3%▼ 36.7%$6.26B
51QCOMQUALCOMM INC/DE0.3%▼ 1.0%$6.25B
52SPGSIMON PROPERTY GROUP INC.0.3%▲ 20.7%$6.24B
53VRTVertiv Holdings Co0.3%▼ 0.1%$6.00B
54PLTRPalantir Technologies Inc.0.3%▲ 0.5%$5.87B
55ADIANALOG DEVICES INC0.3%▲ 2.2%$5.82B
56GEVGE Vernova Inc.0.3%▼ 1.5%$5.55B
57PMPhilip Morris International Inc.0.2%▲ 2.4%$5.48B
58NEENEXTERA ENERGY INC0.2%▲ 3.0%$5.46B
59DLRDIGITAL REALTY TRUST, INC.0.2%▲ 2.3%$5.42B
60AMGNAMGEN INC0.2%▲ 1.6%$5.38B
61CMICUMMINS INC0.2%▲ 0.5%$5.37B
62NFLXNETFLIX INC0.2%▼ 0.5%$5.36B
63OREALTY INCOME CORP0.2%▲ 2.3%$5.15B
64WFCWELLS FARGO & COMPANY/MN0.2%▲ 0.6%$5.13B
65MCDMCDONALDS CORP0.2%▼ 1.7%$5.08B
66PEPPEPSICO INC0.2%▲ 1.9%$5.03B
67PWRQUANTA SERVICES, INC.0.2%▲ 0.8%$4.99B
68HWMHowmet Aerospace Inc.0.2%▲ 0.1%$4.99B
69RTXRTX Corp0.2%▲ 2.7%$4.96B
70GLWCORNING INC /NY0.2%▼ 33.1%$4.83B
71DDOGDatadog, Inc.0.2%▼ 0.1%$4.57B
72AMTAMERICAN TOWER CORP /MA/0.2%▲ 0.9%$4.56B
73CRWDCrowdStrike Holdings, Inc.0.2%▼ 1.3%$4.55B
74CCITIGROUP INC0.2%▼ 0.3%$4.53B
75GILDGILEAD SCIENCES, INC.0.2%▲ 0.5%$4.46B
76ABTABBOTT LABORATORIES0.2%▲ 2.2%$4.45B
77ANETArista Networks, Inc.0.2%▼ 0.1%$4.38B
78PSAPublic Storage0.2%▲ 0.5%$4.33B
79TERTERADYNE, INC0.2%▲ 0.4%$4.18B
80NETCloudflare, Inc.0.2%▲ 4.9%$4.13B
81MSIMotorola Solutions, Inc.0.2%▲ 0.8%$4.03B
82ETNEaton Corp plc0.2%▲ 2.4%$4.01B
83MPCMarathon Petroleum Corp0.2%▼ 0.3%$4.00B
84COHRCOHERENT CORP.0.2%▲ 5.9%$3.95B
85CEGConstellation Energy Corp0.2%▲ 5.4%$3.93B
86RCLROYAL CARIBBEAN CRUISES LTD0.2%▼ 0.3%$3.89B
87UNPUNION PACIFIC CORP0.2%▼ 1.1%$3.88B
88VLOVALERO ENERGY CORP/TX0.2%▼ 0.2%$3.87B
89FTNTFortinet, Inc.0.2%▼ 0.8%$3.82B
90ALABAstera Labs, Inc.0.2%▲ 7.9%$3.81B
91BEBloom Energy Corp0.2%▼ 2.2%$3.80B
92VTRVentas, Inc.0.2%▲ 3.3%$3.79B
93CIENCIENA CORP0.2%▲ 4.2%$3.77B
94PSXPhillips 660.2%▲ 0.5%$3.76B
95HOODRobinhood Markets, Inc.0.2%▲ 0.4%$3.74B
96FIXCOMFORT SYSTEMS USA INC0.2%▼ 0.8%$3.70B
97NEMNEWMONT Corp /DE/0.2%▲ 2.0%$3.60B
98DISWalt Disney Co0.2%▲ 3.9%$3.54B
99LITELumentum Holdings Inc.0.2%▲ 10.6%$3.51B
100SLBSLB LIMITED/NV0.2%▲ 0.7%$3.49B

Positions in companies tracked by Scrutar, from the manager's latest quarterly 13F-HR filing.
13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since.
Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.

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Source: SEC EDGAR Form 13F-HR filings.