Vanguard Capital Management’s Lumentum LITE Stock Holding History

Vanguard Capital Management’s Portfolio LITE Stock Details LITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.36B	Buy	5,078,410 +438,622	+9%	+$391M	0.09%	187
2026 Q1	$3.26B	Buy	+4,639,788	New	+$2.55B	0.08%	212

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management's LITE Position: Q2 2026 in Review

Vanguard Capital Management increased its Lumentum (LITE) stake by 9.5% in Q2 2026, buying an estimated $391M and bringing the position to 5,078,410 shares worth $4.36B. The position accounts for 0.09% of the portfolio, ranked #187.

Vanguard Capital Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,231 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Vanguard Capital Management held 5,078,410 shares of Lumentum worth $4.36B as of Q2 2026.
Vanguard Capital Management bought 438,622 Lumentum shares in Q2 2026, an estimated $391M.
Lumentum made up 0.09% of Vanguard Capital Management's portfolio in Q2 2026, its #187 holding.
Vanguard Capital Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,231 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.