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VANGUARD CAPITAL MANAGEMENT LLC Historic Quarter Change: USA Stocks, Added

VANGUARD CAPITAL MANAGEMENT LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 1 quarter from 2026-03-31 to 2026-06-30, VANGUARD CAPITAL MANAGEMENT LLC opened 222 positions, added to 2,443, reduced 1,102 and sold out of 66.

  • Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 73,137,283.
  • Q2 2026: Stock AMD; Country of operation United States; Class COM; Shares before 105,940,266.
  • Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 1,538,550,382.
  • Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 953,847,648.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2100119), 1 quarter: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2026-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026MU
MICRON TECHNOLOGY INC
United StatesCOM73,137,28373,659,544+522,261$24,708,699,690$85,024,475,045+$60,315,775,3552026-08-13
Q2 2026AMD
ADVANCED MICRO DEVICES INC
United StatesCOM105,940,266106,500,177+559,911$21,551,428,312$61,867,017,821+$40,315,589,5092026-08-13
Q2 2026NVDA
NVIDIA CORPORATION
United StatesCOM1,538,550,3821,540,816,358+2,265,976$268,324,177,197$308,301,945,072+$39,977,767,8752026-08-13
Q2 2026AAPL
APPLE INC
United StatesCOM953,847,648959,107,911+5,260,263$242,076,924,860$277,527,465,127+$35,450,540,2672026-08-13
Q2 2026GOOGL
ALPHABET INC
United StatesCAP STK CL A378,261,579382,951,664+4,690,085$108,772,899,657$136,855,436,163+$28,082,536,5062026-08-13
Q2 2026INTC
INTEL CORP
United StatesCOM282,011,285285,230,183+3,218,898$12,445,158,007$39,826,690,452+$27,381,532,4452026-08-13
Q2 2026GOOG
ALPHABET INC
United StatesCAP STK CL C302,262,176306,936,860+4,674,684$86,706,927,807$108,450,000,744+$21,743,072,9372026-08-13
Q2 2026AVGO
BROADCOM INC
United StatesCOM308,015,865309,168,582+1,152,717$95,333,990,376$116,788,431,850+$21,454,441,4742026-08-13
Q2 2026AMZN
AMAZON COM INC
United StatesCOM631,176,205635,764,130+4,587,925$131,455,068,216$151,528,022,744+$20,072,954,5282026-08-13
Q2 2026AMAT
APPLIED MATLS INC
United StatesCOM51,577,79951,848,358+270,559$17,628,775,920$37,486,362,834+$19,857,586,9142026-08-13
Q2 2026LRCX
LAM RESEARCH CORP
United StatesCOM NEW81,155,74481,683,639+527,895$17,339,736,263$35,395,971,288+$18,056,235,0252026-08-13
Q2 2026SNDK
SANDISK CORP
United StatesCOM9,526,1199,668,255+142,136$6,052,324,446$21,983,001,441+$15,930,676,9952026-08-13
Q2 2026LLY
ELI LILLY & CO
United StatesCOM53,361,77453,528,868+167,094$49,080,558,872$64,204,130,146+$15,123,571,2742026-08-13
Q2 2026MRVL
MARVELL TECHNOLOGY INC
United StatesCOM39,105,22557,898,902+18,793,677$3,873,372,537$17,247,503,917+$13,374,131,3802026-08-13
Q2 2026KLAC
KLA CORP
United StatesCOM NEW8,519,37485,323,770+76,804,396$12,544,011,471$25,743,034,647+$13,199,023,1762026-08-13
Q2 2026CSCO
CISCO SYS INC
United StatesCOM243,780,205244,787,330+1,007,125$18,914,906,106$28,752,719,781+$9,837,813,6752026-08-13
Q2 2026PANW
PALO ALTO NETWORKS INC
United StatesCOM52,765,65653,129,128+363,472$8,459,389,970$18,118,095,231+$9,658,705,2612026-08-13
Q2 2026TSLA
TESLA INC
United StatesCOM182,850,783184,023,551+1,172,768$67,974,778,582$77,400,305,550+$9,425,526,9682026-08-13
Q2 2026UNH
UNITEDHEALTH GROUP INC
United StatesCOM58,870,77759,311,525+440,748$15,929,843,548$24,651,649,136+$8,721,805,5882026-08-13
Q2 2026STX
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS14,155,67314,630,067+474,394$5,545,626,455$14,118,014,655+$8,572,388,2002026-08-13
Q2 2026WDC
WESTERN DIGITAL CORP
United StatesCOM22,034,86122,510,811+475,950$5,960,209,553$14,378,105,202+$8,417,895,6492026-08-13
Q2 2026NFLX
NETFLIX INC.
United StatesCOM274,400,652275,026,936+626,284$26,383,622,691$19,636,923,230-$6,746,699,4612026-08-13
Q2 2026GE
GE AEROSPACE
United StatesCOM NEW66,432,06868,137,128+1,705,060$18,851,427,936$25,464,888,848+$6,613,460,9122026-08-13
Q2 2026TXN
TEXAS INSTRS INC
United StatesCOM58,978,70459,441,598+462,894$11,450,125,594$17,717,757,116+$6,267,631,5222026-08-13
Q2 2026CRWD
CROWDSTRIKE HLDGS INC
United StatesCL A15,965,39316,205,746+240,353$6,233,049,082$12,367,253,003+$6,134,203,9212026-08-13
Q2 2026GLW
CORNING INC
United StatesCOM50,456,01450,831,214+375,200$6,860,504,223$12,983,816,993+$6,123,312,7702026-08-13
Q2 2026GEV
GE VERNOVA INC
United StatesCOM17,516,60017,552,000+35,400$15,290,240,140$20,621,142,719+$5,330,902,5792026-08-13
Q2 2026CVX
CHEVRON CORPORATION
United StatesCOM122,484,427122,899,830+415,403$25,342,027,947$20,371,875,821-$4,970,152,1262026-08-13
Q2 2026PLTR
PALANTIR TECHNOLOGIES INC
United StatesCL A144,837,529146,137,514+1,299,985$21,186,833,742$17,049,863,758-$4,136,969,9842026-08-13
Q2 2026APH
AMPHENOL CORP
United StatesCL A79,875,45680,347,208+471,752$10,092,263,866$14,166,819,714+$4,074,555,8482026-08-13
Q2 2026BAC
BANK OF AMER CORP
United StatesCOM409,704,665421,828,996+12,124,331$19,973,102,420$24,035,816,191+$4,062,713,7712026-08-13
Q2 2026ABBV
ABBVIE INC
United StatesCOM114,880,324115,396,098+515,774$24,985,321,667$29,038,274,101+$4,052,952,4342026-08-13
Q2 2026ANET
ARISTA NETWORKS INC
United StatesCOM SHS68,270,20668,688,349+418,143$8,382,215,893$11,668,776,727+$3,286,560,8342026-08-13
Q2 2026DDOG
DATADOG INC
United StatesCL A COM21,320,12721,604,265+284,138$2,516,840,992$5,624,886,436+$3,108,045,4442026-08-13
Q2 2026GS
GOLDMAN SACHS GROUP INC
United StatesCOM18,386,63418,425,670+39,036$15,554,908,498$18,635,169,868+$3,080,261,3702026-08-13
Q2 2026WMT
WALMART INC
United StatesCOM284,852,775286,350,346+1,497,571$35,401,502,876$32,432,040,188-$2,969,462,6882026-08-13
Q2 2026BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW117,415,535118,360,180+944,645$56,265,524,372$59,226,250,470+$2,960,726,0982026-08-13
Q2 2026ACN
ACCENTURE PLC IRELAND
SHS CLASS A39,983,86940,094,187+110,318$7,928,401,384$4,989,320,630-$2,939,080,7542026-08-13
Q2 2026FLEX
FLEX LTD
ORD16,497,87824,009,974+7,512,096$1,079,951,094$3,891,296,486+$2,811,345,3922026-08-13
Q2 2026CVS
CVS HEALTH CORP
United StatesCOM82,650,07683,315,369+665,293$5,935,928,458$8,618,974,924+$2,683,046,4662026-08-13
Q2 2026ALAB
ASTERA LABS INC
United StatesCOM6,340,7326,727,089+386,357$694,944,227$3,249,318,529+$2,554,374,3022026-08-13
Q2 2026ADI
ANALOG DEVICES INC
United StatesCOM31,739,07131,850,408+111,337$10,097,468,048$12,650,026,545+$2,552,558,4972026-08-13
Q2 2026IBM
INTERNATIONAL BUSINESS MACHS
United StatesCOM60,845,60561,385,366+539,761$14,748,366,196$17,262,178,773+$2,513,812,5772026-08-13
Q2 2026APP
APPLOVIN CORP
United StatesCOM CL A16,750,88417,744,980+994,096$6,666,851,832$9,142,746,045+$2,475,894,2132026-08-13
Q2 2026MSFT
MICROSOFT CORP
United StatesCOM482,558,086485,192,007+2,633,921$178,628,526,693$180,986,322,452+$2,357,795,7592026-08-13
Q2 2026COP
CONOCOPHILLIPS
United StatesCOM79,539,85679,600,198+60,342$10,499,260,992$8,275,236,585-$2,224,024,4072026-08-13
Q2 2026VRT
VERTIV HOLDINGS CO
United StatesCOM CL A24,858,31925,087,955+229,636$6,228,997,575$8,399,949,093+$2,170,951,5182026-08-13
Q2 2026COHR
COHERENT CORP
United StatesCOM12,179,60912,765,663+586,054$2,901,304,660$5,035,671,083+$2,134,366,4232026-08-13
Q2 2026BE
BLOOM ENERGY CORP
United StatesCOM CL A11,796,81812,082,447+285,629$1,598,350,871$3,657,356,707+$2,059,005,8362026-08-13
Q2 2026RY
ROYAL BK CDA
COM42,221,65742,678,029+456,372$6,825,384,184$8,837,424,821+$2,012,040,6372026-08-13
Q2 2026TER
TERADYNE INC
United StatesCOM10,176,19110,225,398+49,207$3,016,833,584$4,947,456,568+$1,930,622,9842026-08-13
Q2 2026AXP
AMERICAN EXPRESS CO
United StatesCOM33,010,21535,215,521+2,205,306$9,984,929,834$11,911,649,978+$1,926,720,1442026-08-13
Q2 2026BSX
BOSTON SCIENTIFIC CORP
United StatesCOM96,411,56897,087,553+675,985$6,049,825,893$4,143,696,762-$1,906,129,1312026-08-13
Q2 2026HPE
HEWLETT PACKARD ENTERPRISE C
United StatesCOM86,349,59586,665,707+316,112$2,055,983,857$3,909,490,043+$1,853,506,1862026-08-13
Q2 2026MCD
MCDONALDS CORP
United StatesCOM46,216,01746,396,692+180,675$14,363,475,923$12,541,489,815-$1,821,986,1082026-08-13
Q2 2026CDNS
CADENCE DESIGN SYSTEM INC
United StatesCOM17,813,17418,016,381+203,207$4,949,746,659$6,761,908,117+$1,812,161,4582026-08-13
Q2 2026ETN
EATON CORP PLC
SHS25,246,11625,364,223+118,107$9,029,778,310$10,808,202,704+$1,778,424,3942026-08-13
Q2 2026HUM
HUMANA INC
United StatesCOM7,838,7627,843,620+4,858$1,359,162,943$3,115,642,737+$1,756,479,7942026-08-13
Q2 2026PEP
PEPSICO INC
United StatesCOM88,807,77489,257,968+450,194$13,790,959,223$12,085,528,867-$1,705,430,3562026-08-13
Q2 2026PM
PHILIP MORRIS INTL INC
United StatesCOM101,156,274101,785,557+629,283$16,725,178,342$18,414,025,116+$1,688,846,7742026-08-13
Q2 2026CME
CME GROUP INC
United StatesCOM23,367,28223,661,856+294,574$6,901,526,739$5,225,247,660-$1,676,279,0792026-08-13
Q2 2026HD
HOME DEPOT INC
United StatesCOM64,687,99665,076,088+388,092$21,275,235,005$22,951,034,715+$1,675,799,7102026-08-13
Q2 2026JNJ
JOHNSON & JOHNSON
United StatesCOM156,605,370157,226,374+621,004$38,280,616,643$39,930,782,204+$1,650,165,5612026-08-13
Q2 2026COST
COSTCO WHOLESALE CORPORATION
United StatesCOM28,847,44828,976,605+129,157$28,744,462,611$27,106,744,680-$1,637,717,9312026-08-13
Q2 2026HOOD
ROBINHOOD MKTS INC
United StatesCOM CL A51,326,49551,655,498+329,003$3,556,926,104$5,180,013,339+$1,623,087,2352026-08-13
Q2 2026SNOW
SNOWFLAKE INC
United StatesCOM SHS14,777,51315,066,218+288,705$2,228,744,511$3,834,352,481+$1,605,607,9702026-08-13
Q2 2026CMI
CUMMINS INC
United StatesCOM8,975,9719,010,359+34,388$4,829,251,917$6,426,278,142+$1,597,026,2252026-08-13
Q2 2026NOC
NORTHROP GRUMMAN CORP
United StatesCOM8,949,2278,997,139+47,912$6,105,520,628$4,582,332,863-$1,523,187,7652026-08-13
Q2 2026WELL
WELLTOWER INC
United StatesCOM45,352,43446,118,974+766,540$8,966,629,726$10,467,623,529+$1,500,993,8032026-08-13
Q2 2026TD
TORONTO DOMINION BK ONT
COM NEW50,497,12050,840,223+343,103$4,716,128,025$6,181,459,355+$1,465,331,3302026-08-13
Q2 2026ISRG
INTUITIVE SURGICAL INC
United StatesCOM NEW23,079,49023,131,099+51,609$10,639,414,096$9,198,775,450-$1,440,638,6462026-08-13
Q2 2026PFE
PFIZER INC
United StatesCOM369,430,012372,149,852+2,719,840$10,373,594,737$8,961,368,437-$1,412,226,3002026-08-13
Q2 2026FIX
COMFORT SYS USA INC
United StatesCOM2,285,9492,297,509+11,560$3,152,300,811$4,553,547,963+$1,401,247,1522026-08-13
Q2 2026MRK
MERCK & CO INC
United StatesCOM160,987,624161,323,174+335,550$19,365,201,291$20,730,027,859+$1,364,826,5682026-08-13
Q2 2026KO
COCA COLA CO
United StatesCOM237,452,767238,798,011+1,345,244$18,058,282,931$19,407,114,354+$1,348,831,4232026-08-13
Q2 2026CRDO
CREDO TECHNOLOGY GROUP HOLDI
Cayman IslandsORDINARY SHARES7,234,4887,440,285+205,797$679,101,389$2,023,385,506+$1,344,284,1172026-08-13
Q2 2026LMT
LOCKHEED MARTIN CORP
United StatesCOM14,065,48814,158,758+93,270$8,501,040,292$7,213,320,850-$1,287,719,4422026-08-13
Q2 2026ABT
ABBOTT LABORATORIES
United StatesCOM112,949,933113,750,994+801,061$11,596,569,621$10,321,765,196-$1,274,804,4252026-08-13
Q2 2026ICE
INTERCONTINENTAL EXCHANGE IN
United StatesCOM36,911,37936,936,565+25,186$5,805,421,689$4,547,260,517-$1,258,161,1722026-08-13
Q2 2026DE
DEERE & CO
United StatesCOM16,525,07516,575,154+50,079$9,308,574,747$10,514,117,437+$1,205,542,6902026-08-13
Q2 2026UNP
UNION PAC CORP
United StatesCOM38,555,90438,772,919+217,015$9,354,433,429$10,546,233,968+$1,191,800,5392026-08-13
Q2 2026BNY
BANK OF NY MELLON CORP
United StatesCOM44,666,75344,809,159+142,406$5,298,816,909$6,479,852,483+$1,181,035,5742026-08-13
Q2 2026MNST
MONSTER BEVERAGE CORP NEW
United StatesCOM45,401,59145,682,732+281,141$3,289,799,284$4,391,024,200+$1,101,224,9162026-08-13
Q2 2026TT
TRANE TECHNOLOGIES PLC
SHS14,382,74814,437,764+55,016$5,993,866,402$7,091,252,166+$1,097,385,7642026-08-13
Q2 2026LITE
LUMENTUM HLDGS INC
United StatesCOM4,639,7885,078,410+438,622$3,260,657,415$4,357,580,485+$1,096,923,0702026-08-13
Q2 2026DVN
DEVON ENERGY CORP NEW
United StatesCOM40,328,12775,348,040+35,019,913$2,029,311,351$3,113,381,012+$1,084,069,6612026-08-13
Q2 2026UBS
UBS GROUP AG
SHS97,263,94398,080,411+816,468$3,792,612,930$4,860,963,249+$1,068,350,3192026-08-13
Q2 2026HWM
HOWMET AEROSPACE INC
United StatesCOM26,056,75026,136,434+79,684$6,005,038,605$7,027,041,646+$1,022,003,0412026-08-13
Q2 2026RKLB
ROCKET LAB CORP
United StatesCOM24,287,49025,299,213+1,011,723$1,559,742,608$2,571,665,002+$1,011,922,3942026-08-13
Q2 2026PNC
PNC FINL SVCS GROUP INC
United StatesCOM26,205,84226,208,803+2,961$5,453,173,661$6,453,131,475+$999,957,8142026-08-13
Q2 2026CNC
CENTENE CORP DEL
United StatesCOM31,234,06531,478,140+244,075$1,022,603,288$2,020,581,807+$997,978,5192026-08-13
Q2 2026GILD
GILEAD SCIENCES INC
United StatesCOM80,654,77681,091,734+436,958$11,240,856,131$10,245,129,674-$995,726,4572026-08-13
Q2 2026DASH
DOORDASH INC
United StatesCL A23,455,08824,446,398+991,310$3,521,781,464$4,511,093,823+$989,312,3592026-08-13
Q2 2026BA
BOEING CO
United StatesCOM51,005,65751,463,432+457,775$10,151,655,913$11,140,289,125+$988,633,2122026-08-13
Q2 2026SBUX
STARBUCKS CORP
United StatesCOM74,026,22874,431,675+405,447$6,632,009,766$7,606,172,868+$974,163,1022026-08-13
Q2 2026CIEN
CIENA CORP
United StatesCOM NEW9,169,3559,233,803+64,448$3,559,818,692$4,529,734,400+$969,915,7082026-08-13
Q2 2026MCHP
MICROCHIP TECHNOLOGY INC.
United StatesCOM35,125,07335,362,807+237,734$2,269,430,967$3,225,087,999+$955,657,0322026-08-13
Q2 2026MPWR
MONOLITHIC PWR SYS INC
United StatesCOM3,083,4493,126,756+43,307$3,371,288,965$4,322,302,424+$951,013,4592026-08-13
Q2 2026UAL
UNITED AIRLS HLDGS INC
United StatesCOM20,985,94621,008,797+22,851$1,932,176,048$2,856,986,304+$924,810,2562026-08-13
Q2 2026RVMD
REVOLUTION MEDICINES INC
United StatesCOM8,362,2849,088,661+726,377$813,232,119$1,702,124,432+$888,892,3132026-08-13

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