VANGUARD FIDUCIARY TRUST CO

Diversified mechanical Mechanical CIK 933478
League rank
#82
in Diversified mechanical · #1856 overall
Long book
$396.14B
Q1 2026
Positions
4063
Top-10 weight
29%
concentration
Last quarter
+14.4%
SPY +14.8%
Turnover
of book per quarter

Strategy in plain words

auto-generated from filings

VANGUARD FIDUCIARY TRUST CO is a mechanically diversified allocator, running a $396.14B US long book across 4063 positions.

The portfolio is moderately concentrated (top 10 ≈ 29% of the book). Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL A.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Sector allocation

Technology
36%
Financials
13%
Industrials
11%
Healthcare
9%
Consumer discretionary
9%
Services media
5%
Energy
4%
Utilities
4%

Long book by quarter

$396.14B
Q1 2026

What does VANGUARD FIDUCIARY own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology138.3M$24.11B6.1%Held
AAPL APPLE INCTechnology84.2M$21.37B5.4%Held
MSFT MICROSOFT CORPTechnology42.6M$15.78B4.0%Held
AMZN AMAZON.COM INCConsumer discretionary55.7M$11.59B2.9%Held
GOOGL ALPHABET INC-CL ATechnology33.2M$9.55B2.4%Held
AVGO BROADCOM INCTechnology27.2M$8.43B2.1%Held
GOOG ALPHABET INC-CL CTechnology26.6M$7.64B1.9%Held
META META PLATFORMS INC-CLASS ATechnology12.5M$7.17B1.8%Held
TSLA TESLA INCIndustrials16.2M$6.02B1.5%Held
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials10.2M$4.91B1.2%Held
LLY ELI LILLY & COHealthcare4.6M$4.25B1.1%Held
JPM JPMORGAN CHASE & COFinancials14.1M$4.15B1.0%Held
XOM EXXON MOBIL CORPEnergy23.5M$3.99B1.0%Held
JNJ JOHNSON & JOHNSONHealthcare13.6M$3.32B0.8%Held
WMT WALMART INCConsumer discretionary24.7M$3.07B0.8%Held
V VISA INC-CLASS A SHARESServices media9.7M$2.93B0.7%Held
AZN ASTRAZENECA PLCHealthcare13.2M$2.58B0.7%Held
COST COSTCO WHOLESALE CORPConsumer discretionary2.6M$2.55B0.6%Held
NFLX NETFLIX INCServices media24.4M$2.34B0.6%Held
MA MASTERCARD INC - AServices media4.7M$2.34B0.6%Held
ABBV ABBVIE INCHealthcare10.2M$2.22B0.6%Held
CVX CHEVRON CORPEnergy10.6M$2.19B0.6%Held
MU MICRON TECHNOLOGY INCTechnology6.3M$2.14B0.5%Held
RY ROYAL BANK OF CANADAFinancials12.3M$1.99B0.5%Held
PLTR PALANTIR TECHNOLOGIES INC-ATechnology13.1M$1.91B0.5%Held
AMD ADVANCED MICRO DEVICESTechnology9.3M$1.89B0.5%Held
PG PROCTER & GAMBLE CO/THEOther13.1M$1.89B0.5%Held
HD HOME DEPOT INCConsumer discretionary5.7M$1.88B0.5%Held
CAT CATERPILLAR INCIndustrials2.6M$1.86B0.5%Held
GE GENERAL ELECTRICIndustrials6.0M$1.70B0.4%Held
CSCO CISCO SYSTEMS INCTechnology21.9M$1.70B0.4%Held
MRK MERCK & CO. INC.Healthcare14.0M$1.68B0.4%Held
BAC BANK OF AMERICA CORPFinancials34.1M$1.66B0.4%Held
KO COCA-COLA CO/THEConsumer staples21.7M$1.65B0.4%Held
LRCX LAM RESEARCH CORPIndustrials7.2M$1.54B0.4%Held
AMAT APPLIED MATERIALS INCTechnology4.5M$1.54B0.4%Held
TTE TOTALENERGIES SEEnergy16.0M$1.47B0.4%Held
RTX RTX CORPIndustrials7.6M$1.46B0.4%Held
PM PHILIP MORRIS INTERNATIONALConsumer staples8.8M$1.45B0.4%Held
ORCL ORACLE CORPTechnology9.8M$1.44B0.4%Held
WFC WELLS FARGO & COFinancials17.4M$1.39B0.3%Held
TD TORONTO-DOMINION BANKFinancials14.8M$1.38B0.3%Held
UNH UNITEDHEALTH GROUP INCFinancials5.1M$1.38B0.3%Held
GEV GE VERNOVA INCIndustrials1.6M$1.36B0.3%Held
GS GOLDMAN SACHS GROUP INCFinancials1.6M$1.36B0.3%Held
LIN LINDE PLCMaterials2.6M$1.30B0.3%Held
SHOP SHOPIFY INC - CLASS ATechnology10.8M$1.28B0.3%Held
IBM INTL BUSINESS MACHINES CORPTechnology5.3M$1.28B0.3%Held
MCD MCDONALD'S CORPConsumer discretionary4.0M$1.25B0.3%Held
PEP PEPSICO INCConsumer staples7.7M$1.20B0.3%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HR/ANEW HOLDINGSMay 15, 202680$4.51B canonicalSEC ↗
Q1 202613F-HRMay 8, 20263983$391.62B canonicalSEC ↗
Q4 202513F-NTJan 29, 2026$0 SEC ↗
Q3 202513F-NTNov 7, 2025$0 SEC ↗
Q2 202513F-NTAug 11, 2025$0 SEC ↗
Q1 202513F-NTMay 9, 2025$0 SEC ↗
Q4 202413F-NTFeb 11, 2025$0 SEC ↗
Q3 202413F-NTNov 13, 2024$0 SEC ↗
Q2 202413F-NTAug 13, 2024$0 SEC ↗
Q1 202413F-NTMay 10, 2024$0 SEC ↗