Vanguard Personalized Indexing Management’s Lumentum LITE Stock Holding History

Vanguard Personalized Indexing 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	$7.49M	Buy	8,734 +376	+4%	+$335K	0.06%	255
2026 Q1	$5.87M	Buy	8,358 +978	+13%	+$537K	0.06%	278
2025 Q4	$2.72M	Buy	7,380 +650	+10%	+$167K	0.03%	497
2025 Q3	$1.1M	Buy	6,730 +39	+0.6%	+$4.86K	0.01%	850
2025 Q2	$636K	Buy	6,691 +1,987	+42%	+$141K	0.01%	1083
2025 Q1	$293K	Sell	4,704 -408	-8%	-$31.4K	﹤0.01%	1346
2024 Q4	$429K	Buy	5,112 +354	+7%	+$27.6K	0.01%	1189
2024 Q3	$302K	Buy	4,758 +606	+15%	+$32.8K	﹤0.01%	1343
2024 Q2	$210K	Buy	+4,152	New	+$188K	﹤0.01%	1429
2023 Q4	–	Sell	-4,509	Closed	-$204K	–	1608
2023 Q3	$204K	Sell	4,509 -2,699	-37%	-$137K	0.01%	1297
2023 Q2	$409K	Sell	7,208 -435	-6%	-$21.7K	0.01%	981
2023 Q1	$413K	Buy	+7,643	New	+$426K	0.01%	964
2022 Q4	–	Sell	-3,407	Closed	-$234K	–	1304
2022 Q3	$234K	Sell	3,407 -1,065	-24%	-$88.2K	0.01%	1050
2022 Q2	$355K	Sell	4,472 -1,136	-20%	-$97K	0.02%	933
2022 Q1	$547K	Sell	5,608 -1,340	-19%	-$131K	0.03%	794
2021 Q4	$735K	Buy	6,948 +2,888	+71%	+$263K	0.04%	538
2021 Q3	$339K	Buy	4,060 +1,085	+36%	+$91K	0.03%	715
2021 Q2	$244K	Buy	+2,975	New	+$250K	0.03%	822

Other funds holding LITE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Vanguard Personalized Indexing Management's LITE Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Lumentum (LITE) stake by 4.5% in Q2 2026, buying an estimated $335K and bringing the position to 8,734 shares worth $7.49M. The position accounts for 0.06% of the portfolio, ranked #255.

Vanguard Personalized Indexing Management first reported a position in LITE in Q2 2021 and has held it in 18 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Vanguard Personalized Indexing Management held 8,734 shares of Lumentum worth $7.49M as of Q2 2026.
Vanguard Personalized Indexing Management bought 376 Lumentum shares in Q2 2026, an estimated $335K.
Lumentum made up 0.06% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #255 holding.
Vanguard Personalized Indexing Management first reported a position in Lumentum in Q2 2021 and has held it in 18 quarters since.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.