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Vaughan David Investments’s Western Digital WDC Stock Holding History

Vaughan David Investments’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$493K Sell
772
-130
-14% -$63.2K 0.01% 183
2026
Q1 		$244K Buy
+902
New +$235K 0.01% 214
2022
Q1 		– Sell
-4,064
Closed -$200K – 208
2021
Q4 		$200K Buy
+4,064
New +$177K 0.01% 202
2021
Q3 		– Sell
-4,527
Closed -$244K – 198
2021
Q2 		$244K Sell
4,527
-1,654
-27% -$89.4K 0.01% 186
2021
Q1 		$312K Sell
6,181
-926
-13% -$43.3K 0.01% 165
2020
Q4 		$298K Sell
7,107
-2,478
-26% -$82.3K 0.01% 159
2020
Q3 		$265K Sell
9,585
-1,455
-13% -$43.2K 0.01% 161
2020
Q2 		$368K Sell
11,040
-417,613
-97% -$13.5M 0.02% 146
2020
Q1 		$13.5M Buy
428,653
+21,240
+5% +$941K 0.63% 75
2019
Q4 		$19.5M Buy
407,413
+8,601
+2% +$359K 0.72% 73
2019
Q3 		$18M Buy
398,812
+2,362
+0.6% +$101K 0.69% 75
2019
Q2 		$14.2M Buy
396,450
+27,128
+7% +$930K 0.57% 81
2019
Q1 		$13.4M Buy
369,322
+18,085
+5% +$619K 0.57% 81
2018
Q4 		$9.81M Buy
351,237
+76,404
+28% +$2.71M 0.46% 81
2018
Q3 		$12.2M Buy
+274,833
New +$13.9M 0.51% 82

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vaughan David Investments's WDC Position: Q2 2026 in Review

Vaughan David Investments reduced its Western Digital (WDC) stake by 14% in Q2 2026, selling an estimated $63.2K and leaving 772 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #183.

Vaughan David Investments first reported a position in WDC in Q3 2018 and has held it in 15 quarters since. The position peaked at $19.5M in Q4 2019. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Vaughan David Investments held 772 shares of Western Digital worth $493K as of Q2 2026.
  • Vaughan David Investments sold 130 Western Digital shares in Q2 2026, an estimated $63.2K.
  • Western Digital made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #183 holding.
  • Vaughan David Investments first reported a position in Western Digital in Q3 2018 and has held it in 15 quarters since.
  • Vaughan David Investments's Western Digital position peaked at $19.5M in Q4 2019.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.