Vanguard Portfolio Management
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Vanguard Portfolio Management’s Super Micro Computer SMCI Stock Holding History

Vanguard Portfolio Management’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
2026
Q2 		$964M Buy
32,864,645
+3,295,265
+11% +$105M 0.04% 454
2026
Q1 		$673M Buy
+29,569,380
New +$887M 0.04% 533

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Portfolio Management increased its Super Micro Computer (SMCI) stake by 11% in Q2 2026, buying an estimated $105M and bringing the position to 32,864,645 shares worth $964M. The position accounts for 0.04% of the portfolio, ranked #454.

Vanguard Portfolio Management first reported a position in SMCI in Q1 2026 and has held it in 2 quarters since. 721 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Vanguard Portfolio Management held 32,864,645 shares of Super Micro Computer worth $964M as of Q2 2026.
  • Vanguard Portfolio Management bought 3,295,265 Super Micro Computer shares in Q2 2026, an estimated $105M.
  • Super Micro Computer made up 0.04% of Vanguard Portfolio Management's portfolio in Q2 2026, its #454 holding.
  • Vanguard Portfolio Management first reported a position in Super Micro Computer in Q1 2026 and has held it in 2 quarters since.
  • 721 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

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