Vanguard Capital Management
YMM icon

Vanguard Capital Management’s Full Truck Alliance YMM Stock Holding History

Vanguard Capital Management’s Portfolio YMM Stock Details YMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$191M Sell
23,530,788
-359,254
-2% -$3.06M ﹤0.01% 1169
2026
Q1 		$198M Buy
+23,890,042
New +$227M ﹤0.01% 1070

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

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

Vanguard Capital Management reduced its Full Truck Alliance (YMM) stake by 1.5% in Q2 2026, selling an estimated $3.06M and leaving 23,530,788 shares worth $191M. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Vanguard Capital Management first reported a position in YMM in Q1 2026 and has held it in 2 quarters since. The position peaked at $198M in Q1 2026. 229 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Vanguard Capital Management held 23,530,788 shares of Full Truck Alliance worth $191M as of Q2 2026.
  • Vanguard Capital Management sold 359,254 Full Truck Alliance shares in Q2 2026, an estimated $3.06M.
  • Full Truck Alliance made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #1169 holding.
  • Vanguard Capital Management first reported a position in Full Truck Alliance in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's Full Truck Alliance position peaked at $198M in Q1 2026.
  • 229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

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