Vanguard Group’s Full Truck Alliance YMM Stock Holding History

Vanguard Group’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
2025 Q4	$354M	Buy	33,004,634 +461,147	+1%	+$5.53M	0.01%	1249
2025 Q3	$422M	Buy	32,543,487 +353,840	+1%	+$4.38M	0.01%	1148
2025 Q2	$380M	Buy	32,189,647 +2,815,770	+10%	+$32.8M	0.01%	1181
2025 Q1	$375M	Buy	29,373,877 +430,834	+1%	+$5.19M	0.01%	1148
2024 Q4	$313M	Buy	28,943,043 +295,301	+1%	+$2.88M	0.01%	1313
2024 Q3	$258M	Buy	28,647,742 +2,925,175	+11%	+$22.4M	﹤0.01%	1405
2024 Q2	$207M	Buy	25,722,567 +24,345	+0.1%	+$207K	﹤0.01%	1478
2024 Q1	$187M	Buy	25,698,222 +170,657	+0.7%	+$1.14M	﹤0.01%	1567
2023 Q4	$179M	Buy	25,527,565 +163,328	+0.6%	+$1.15M	﹤0.01%	1571
2023 Q3	$179M	Buy	25,364,237 +393,991	+2%	+$2.72M	﹤0.01%	1488
2023 Q2	$155M	Buy	24,970,246 +1,317,441	+6%	+$8.5M	﹤0.01%	1601
2023 Q1	$180M	Sell	23,652,805 -106,596	-0.4%	-$844K	﹤0.01%	1509
2022 Q4	$190M	Buy	23,759,401 +318,916	+1%	+$2.19M	0.01%	1467
2022 Q3	$154M	Buy	23,440,485 +366,952	+2%	+$2.83M	﹤0.01%	1544
2022 Q2	$209M	Buy	23,073,533 +2,779,583	+14%	+$18.9M	0.01%	1396
2022 Q1	$135M	Buy	20,293,950 +17,507,555	+628%	+$142M	﹤0.01%	1770
2021 Q4	$23.3M	Buy	+2,786,395	New	+$36.8M	﹤0.01%	2761

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

ASI

All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KCMH

Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return

Vanguard Group's YMM Position: Q4 2025 in Review

Vanguard Group increased its Full Truck Alliance (YMM) stake by 1.4% in Q4 2025, buying an estimated $5.53M and bringing the position to 33,004,634 shares worth $354M. The position accounts for 0.01% of the portfolio, ranked #1249.

Vanguard Group first reported a position in YMM in Q4 2021 and has held it in 17 quarters since. The position peaked at $422M in Q3 2025. 211 funds tracked by Wall St. Rank hold YMM as of Q4 2025.

Vanguard Group held 33,004,634 shares of Full Truck Alliance worth $354M as of Q4 2025.
Vanguard Group bought 461,147 Full Truck Alliance shares in Q4 2025, an estimated $5.53M.
Full Truck Alliance made up 0.01% of Vanguard Group's portfolio in Q4 2025, its #1249 holding.
Vanguard Group first reported a position in Full Truck Alliance in Q4 2021 and has held it in 17 quarters since.
Vanguard Group's Full Truck Alliance position peaked at $422M in Q3 2025.
211 funds tracked by Wall St. Rank held Full Truck Alliance as of Q4 2025.

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