Vanguard Group’s Super Micro Computer SMCI Stock Holding History

Vanguard Group’s Portfolio SMCI Stock Details SMCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.99B	Sell	68,032,047 -816,730	-1%	-$33.6M	0.03%	485
2025 Q3	$3.3B	Buy	68,848,777 +2,695,829	+4%	+$129M	0.05%	349
2025 Q2	$3.24B	Buy	66,152,948 +1,745,179	+3%	+$67.3M	0.05%	339
2025 Q1	$2.21B	Buy	64,407,769 +2,415,276	+4%	+$91.6M	0.04%	427
2024 Q4	$1.89B	Buy	61,992,493 +518,293	+0.8%	+$18.8M	0.03%	479
2024 Q3	$2.56B	Buy	61,474,200 +1,857,420	+3%	+$113M	0.05%	395
2024 Q2	$4.88B	Sell	59,616,780 -2,329,290	-4%	-$199M	0.09%	189
2024 Q1	$6.26B	Buy	61,946,070 +12,655,420	+26%	+$927M	0.12%	143
2023 Q4	$1.4B	Buy	49,290,650 +1,947,000	+4%	+$54M	0.03%	531
2023 Q3	$1.3B	Sell	47,343,650 -912,040	-2%	-$25.4M	0.03%	515
2023 Q2	$1.2B	Sell	48,255,690 -2,871,360	-6%	-$48.1M	0.03%	547
2023 Q1	$545M	Buy	51,127,050 +287,430	+0.6%	+$2.59M	0.01%	853
2022 Q4	$417M	Buy	50,839,620 +2,717,680	+6%	+$20.7M	0.01%	984
2022 Q3	$265M	Buy	48,121,940 +1,979,800	+4%	+$11.3M	0.01%	1211
2022 Q2	$186M	Buy	46,142,140 +1,992,670	+5%	+$9.09M	0.01%	1463
2022 Q1	$168M	Buy	44,149,470 +660,350	+2%	+$2.73M	﹤0.01%	1654
2021 Q4	$191M	Buy	43,489,120 +1,457,140	+3%	+$5.91M	﹤0.01%	1639
2021 Q3	$154M	Buy	42,031,980 +744,400	+2%	+$2.7M	﹤0.01%	1750
2021 Q2	$145M	Buy	41,287,580 +216,990	+0.5%	+$798K	﹤0.01%	1801
2021 Q1	$160M	Buy	41,070,590 +1,079,110	+3%	+$3.67M	﹤0.01%	1695
2020 Q4	$127M	Buy	39,991,480 +2,235,890	+6%	+$6.31M	﹤0.01%	1717
2020 Q3	$99.7M	Sell	37,755,590 -1,386,290	-4%	-$3.79M	﹤0.01%	1691
2020 Q2	$111M	Buy	+39,141,880	New	+$98.5M	﹤0.01%	1614
2018 Q3	–	Sell	-38,065,160	Closed	-$90M	–	4172
2018 Q2	$90M	Buy	38,065,160 +1,335,520	+4%	+$2.92M	﹤0.01%	1836
2018 Q1	$62.4M	Buy	36,729,640 +361,360	+1%	+$724K	﹤0.01%	1953
2017 Q4	$76.1M	Buy	36,368,280 +643,690	+2%	+$1.38M	﹤0.01%	1853
2017 Q3	$79M	Buy	35,724,590 +102,650	+0.3%	+$262K	﹤0.01%	1829
2017 Q2	$87.8M	Buy	35,621,940 +692,290	+2%	+$1.69M	﹤0.01%	1745
2017 Q1	$88.5M	Sell	34,929,650 -324,850	-0.9%	-$861K	﹤0.01%	1725
2016 Q4	$98.9M	Buy	35,254,500 +1,468,520	+4%	+$3.7M	0.01%	1620
2016 Q3	$79M	Buy	33,785,980 +517,070	+2%	+$1.15M	﹤0.01%	1707
2016 Q2	$82.7M	Buy	33,268,910 +799,880	+2%	+$2.2M	0.01%	1636
2016 Q1	$111M	Buy	32,469,030 +1,076,640	+3%	+$3.22M	0.01%	1418
2015 Q4	$76.9M	Sell	31,392,390 -4,043,880	-11%	-$10.6M	0.01%	1647
2015 Q3	$96.6M	Buy	35,436,270 +1,000,590	+3%	+$2.66M	0.01%	1453
2015 Q2	$102M	Buy	34,435,680 +2,804,860	+9%	+$9.23M	0.01%	1511
2015 Q1	$105M	Buy	31,630,820 +2,288,560	+8%	+$8.42M	0.01%	1463
2014 Q4	$102M	Buy	29,342,260 +3,628,290	+14%	+$11.3M	0.01%	1398
2014 Q3	$75.7M	Buy	25,713,970 +1,802,370	+8%	+$4.67M	0.01%	1554
2014 Q2	$60.4M	Buy	23,911,600 +1,927,960	+9%	+$3.99M	﹤0.01%	1734
2014 Q1	$38.2M	Buy	21,983,640 +1,695,700	+8%	+$3.32M	﹤0.01%	1936
2013 Q4	$34.8M	Buy	20,287,940 +1,343,170	+7%	+$2.03M	﹤0.01%	1954
2013 Q3	$25.7M	Buy	18,944,770 +783,560	+4%	+$988K	﹤0.01%	2024
2013 Q2	$19.3M	Buy	+18,161,210	New	+$18.8M	﹤0.01%	2081

Other funds holding SMCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Vanguard Group's SMCI Position: Q4 2025 in Review

Vanguard Group reduced its Super Micro Computer (SMCI) stake by 1.2% in Q4 2025, selling an estimated $33.6M and leaving 68,032,047 shares worth $1.99B. The position accounts for 0.03% of the portfolio, ranked #485.

Vanguard Group first reported a position in SMCI in Q2 2013 and has held it in 44 quarters since. The position peaked at $6.26B in Q1 2024. 756 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

Vanguard Group held 68,032,047 shares of Super Micro Computer worth $1.99B as of Q4 2025.
Vanguard Group sold 816,730 Super Micro Computer shares in Q4 2025, an estimated $33.6M.
Super Micro Computer made up 0.03% of Vanguard Group's portfolio in Q4 2025, its #485 holding.
Vanguard Group first reported a position in Super Micro Computer in Q2 2013 and has held it in 44 quarters since.
Vanguard Group's Super Micro Computer position peaked at $6.26B in Q1 2024.
756 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.