Vanguard Portfolio Management
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Vanguard Portfolio Management’s Applied Optoelectronics AAOI Stock Holding History

Vanguard Portfolio Management’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$393M Buy
2,651,718
+849,835
+47% +$138M 0.02% 829
2026
Q1 		$152M Buy
+1,801,883
New +$115M 0.01% 1270

Other funds holding AAOI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management's AAOI Position: Q2 2026 in Review

Vanguard Portfolio Management increased its Applied Optoelectronics (AAOI) stake by 47% in Q2 2026, buying an estimated $138M and bringing the position to 2,651,718 shares worth $393M. The position accounts for 0.02% of the portfolio, ranked #829.

Vanguard Portfolio Management first reported a position in AAOI in Q1 2026 and has held it in 2 quarters since. 477 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • Vanguard Portfolio Management held 2,651,718 shares of Applied Optoelectronics worth $393M as of Q2 2026.
  • Vanguard Portfolio Management bought 849,835 Applied Optoelectronics shares in Q2 2026, an estimated $138M.
  • Applied Optoelectronics made up 0.02% of Vanguard Portfolio Management's portfolio in Q2 2026, its #829 holding.
  • Vanguard Portfolio Management first reported a position in Applied Optoelectronics in Q1 2026 and has held it in 2 quarters since.
  • 477 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

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