Vanguard Capital Management
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Vanguard Capital Management’s Applied Digital APLD Stock Holding History

Vanguard Capital Management’s Portfolio APLD Stock Details APLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$290M Buy
11,890,099
+334,280
+3% +$9.38M 0.01% 892
2026
Q2 		$431M Buy
11,555,819
+780,138
+7% +$30.1M 0.01% 760
2026
Q1 		$256M Buy
+10,775,681
New +$337M 0.01% 937

Other funds holding APLD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Equitec Proprietary Markets
Equitec Proprietary Markets Chicago, Illinois $400M AUM 66.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.81B AUM 16.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Vanguard Capital Management's APLD Position: Q3 2026 in Review

Vanguard Capital Management increased its Applied Digital (APLD) stake by 2.9% in Q3 2026, buying an estimated $9.38M and bringing the position to 11,890,099 shares worth $290M. The position accounts for 0.01% of the portfolio, ranked #892.

Vanguard Capital Management first reported a position in APLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $431M in Q2 2026. 402 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • Vanguard Capital Management held 11,890,099 shares of Applied Digital worth $290M as of Q3 2026.
  • Vanguard Capital Management bought 334,280 Applied Digital shares in Q3 2026, an estimated $9.38M.
  • Applied Digital made up 0.01% of Vanguard Capital Management's portfolio in Q3 2026, its #892 holding.
  • Vanguard Capital Management first reported a position in Applied Digital in Q1 2026 and has held it in 3 quarters since.
  • Vanguard Capital Management's Applied Digital position peaked at $431M in Q2 2026.
  • 402 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on Vanguard Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.