Vanguard Investments Australia, Ltd. — 13F Holdings & Portfolio
CIK 1550100 · latest 13F-HR filed 2026-08-13
Vanguard Investments Australia, Ltd. manages $40.15B in 13F-reported U.S. long-equity assets across 2,370 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (5.89%), AAPL (5.41%), VWO (3.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 98 new positions and exited 70; 1,397 existing positions rose in reported value and 488 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$40.15B
Long-equity book
Holdings
2,370
Distinct positions
Period
2026-06-30
Filed 2026-08-13
Q/Q Activity
+98 / −70 / ↑1397 / ↓488
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26NVDA5.9% · newAAPL5.4% · newVWO3.5% · newMSFT3.4% · newAMZN2.9% · newGOOGL2.6% · newAVGO2.2% · newGOOG2.1% · newMU1.7% · newMETA1.6% · newTSLA1.5% · newLLY1.2% · newAMD1.2% · newVGK1.1% · newJPM0.9% · newBRK.B0.8% · newINTC0.8% · newV0.7% · newAMAT0.7% · newJNJ0.7% · newLRCX0.7% · newXOM0.7% · newWMT0.6% · newCSCO0.6% · newCAT0.6% · newABBV0.6% · newMA0.5% · newCOST0.5% · newKLAC0.5% · newBAC0.5% · newUNH0.5% · newWELL0.5% · newGE0.5% · newNEE0.5% · newHD0.4% · newPG0.4% · newMRK0.4% · newUNP0.4% · newKO0.4% · newNFLX0.4% · newGEV0.4% · newPLD0.4% · newRY0.4% · newCVX0.4% · newAZN0.4% · newPANW0.4% · newTXN0.3% · newMRVL0.3% · newORCL0.3% · newPM0.3% · newIBM0.3% · newGS0.3% · newMS0.3% · newLIN0.3% · newPLTR0.3% · newWFC0.3% · newEQIX0.3% · newENB0.3% · newRTX0.3% · +3%WDC0.3% · new
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
2 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 31.2%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated May 20, 2025.
Assets Under Management
$92.43B
Discretionary
$91.05B
Employees
110
Accounts
95
Address
LEVEL 13
130 LONSDALE STREET
MELBOURNE VIC 3000
Australia
130 LONSDALE STREET
MELBOURNE VIC 3000
Australia
Phone
61 3 8888 3888
This firm reports 8 disclosure items on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BELLEISLE LLC Control | STOCKHOLDER since Feb 2021 | 75% or more | Domestic Entity |
| DVORAK, BRIAN, WAYNE Control | DIRECTOR since Jul 2024 | Less than 5% | Individual |
| HUGHES, SEAN, BERNARD Control | GENERAL COUNSEL since Feb 2023 | Less than 5% | Individual |
| JACQUES, CURTIS, ALAN Control | DIRECTOR since Feb 2022 | Less than 5% | Individual |
| MANKTELOW, TASHA, JANE Control | CHIEF COMPLIANCE OFFICER since Sep 2024 | Less than 5% | Individual |
| OBERLIES, JOHN, JOSEPH Control | CHIEF FINANCIAL OFFICER since Jan 2023 | Less than 5% | Individual |
| PESCIARELLI, NICOLAS Control | DIRECTOR since Jan 2025 | Less than 5% | Individual |
| PETERSEN, KIM, LEANNE Control | DIRECTOR since Feb 2022 | Less than 5% | Individual |
| SHRIMSKI, DANIEL, RAYMOND Control | CHAIRMAN, DIRECTOR, CHIEF EXECUTIVE OFFICER since Feb 2022 | Less than 5% | Individual |
| VANGUARD GROUP INC Control Indirect owner via ZEALOUS, INC | STOCKHOLDER since Dec 1993 | 75% or more | Domestic Entity |
| VANGUARD INDEX FUNDS Control Indirect owner via VANGUARD GROUP INC | STOCKHOLDER since Aug 1976 | 25–50% | Domestic Entity |
| ZEALOUS, INC Control Indirect owner via BELLEISLE LLC | STOCKHOLDER since Feb 2021 | 75% or more | Domestic Entity |
Ownership & leadership changes · 19 filings with changes since Apr 22, 2016
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 28, 2025 filing
- Listed againHUGHES, SEAN, BERNARD · GENERAL COUNSEL · Less than 5% · control person
- ChangedSHRIMSKI, DANIEL, RAYMOND · title CHAIRMAN, DIRECTOR → CHAIRMAN, DIRECTOR, CHIEF EXECUTIVE OFFICER
Jan 22, 2025 filing
- No longer listedBENDL, JOHN, WESLEY · DIRECTOR · Less than 5% · control person · listed since Feb 2022
- AddedPESCIARELLI, NICOLAS · DIRECTOR · Less than 5% · control person
Sep 17, 2024 filing
- No longer listedHUGHES, SEAN, BERNARD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jul 2023
- AddedMANKTELOW, TASHA, JANE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Aug 6, 2024 filing
- AddedDVORAK, BRIAN, WAYNE · DIRECTOR · Less than 5% · control person
Jul 25, 2023 filing
- No longer listedSIRIWARDHANE, NUVAN, ACHALA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2021
- AddedHUGHES, SEAN, BERNARD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 31, 2023 filing
- No longer listedPLATT, JOHANNA · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Feb 2022
- AddedOBERLIES, JOHN, JOSEPH · CHIEF FINANCIAL OFFICER · Less than 5% · control person
Mar 31, 2022 filing
- No longer listedKOLIMAGO, FRANCIS, ALOYSIUS · DIRECTOR, PRINCIPAL · Less than 5% · control person · listed since Sep 2018
- No longer listedMCISAAC, CHRISTOPHER, DAVIS · DIRECTOR · Less than 5% · control person · listed since Sep 2020
- AddedBENDL, JOHN, WESLEY · DIRECTOR · Less than 5% · control person
- AddedJACQUES, CURTIS, ALAN · DIRECTOR · Less than 5% · control person
- AddedPETERSEN, KIM, LEANNE · DIRECTOR · Less than 5% · control person
- Listed againSHRIMSKI, DANIEL, RAYMOND · CHAIRMAN, DIRECTOR · Less than 5% · control person
- ChangedPLATT, JOHANNA · title DIRECTOR → CHIEF FINANCIAL OFFICER
Mar 31, 2021 filing
- No longer listedLUI, CYNTHIA · DIRECTOR · Less than 5% · control person · listed since Aug 2017
- No longer listedLuppino, Josephine, Maria · COMPLIANCE MANAGER · Less than 5% · control person · listed since Sep 2020
- No longer listedZEALOUS, INC. · STOCKHOLDER · 75% or more · control person · listed since Mar 1996
- AddedBELLEISLE LLC · STOCKHOLDER · 75% or more · control person
- AddedSIRIWARDHANE, NUVAN, ACHALA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedZEALOUS, INC · STOCKHOLDER · 75% or more · indirect via BELLEISLE LLC · control person
- ChangedVANGUARD INDEX FUNDS · indirect via VANGUARD GROUP INC: now a control person
Nov 6, 2020 filing
- No longer listedNORRIS, JAMES, MAURICE · DIRECTOR · Less than 5% · control person · listed since May 2008
- No longer listedWarmbrand, Ashley · HEAD OF LEGAL AND COMPLIANCE, CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Feb 2019
- AddedLuppino, Josephine, Maria · COMPLIANCE MANAGER · Less than 5% · control person
- AddedMCISAAC, CHRISTOPHER, DAVIS · DIRECTOR · Less than 5% · control person
Jun 8, 2020 filing
- No longer listedSHRIMSKI, DANIEL, RAYMOND · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since May 2011
Older changes (10 more filings)
Mar 30, 2020 filing
- No longer listedCARR, LUCY · DIRECTOR AND PRINCIPAL · Less than 5% · control person · listed since Dec 2016
- AddedKOLIMAGO, FRANCIS, ALOYSIUS · DIRECTOR, PRINCIPAL · Less than 5% · control person
Mar 30, 2019 filing
- ChangedWarmbrand, Ashley · title CHIEF COMPLIANCE OFFICER → HEAD OF LEGAL AND COMPLIANCE, CHIEF COMPLIANCE OFFICER
Feb 15, 2019 filing
- No longer listedDENT, IAN, EDGAR · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since May 2018
- AddedWarmbrand, Ashley · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jan 7, 2019 filing
- No longer listedKELTON, COLIN, MICHAEL · MANAGING DIRECTOR · Less than 5% · control person · listed since Jul 2015
- ChangedCARR, LUCY · title DIRECTOR → DIRECTOR AND PRINCIPAL
May 9, 2018 filing
- No longer listedLAZAR, ANDREW · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Sep 2014
- AddedDENT, IAN, EDGAR · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 29, 2018 filing
- AddedPLATT, JOHANNA · DIRECTOR · Less than 5% · control person
- Listed againSHRIMSKI, DANIEL, RAYMOND · CHIEF FINANCIAL OFFICER · Less than 5% · control person
Sep 26, 2017 filing
- No longer listedCOMEGYS, CARL, RODNEY · DIRECTOR · Less than 5% · control person · listed since Apr 2014
- AddedLUI, CYNTHIA · DIRECTOR · Less than 5% · control person
Aug 9, 2017 filing
- No longer listedREED, GLENN, WILLIAM · DIRECTOR · Less than 5% · control person · listed since Dec 2008
Mar 31, 2017 filing
- No longer listedLOVETT, MICHAEL, ASHLEY · DIRECTOR · Less than 5% · control person · listed since Mar 2016
- No longer listedSHRIMSKI, DANIEL, RAYMOND · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since May 2011
- AddedCARR, LUCY · DIRECTOR · Less than 5% · control person
Apr 22, 2016 filing (earliest on record)
- ListedCOMEGYS, CARL, RODNEY · DIRECTOR · Less than 5% · control person
- ListedKELTON, COLIN, MICHAEL · MANAGING DIRECTOR · Less than 5% · control person
- ListedLAZAR, ANDREW · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedLOVETT, MICHAEL, ASHLEY · DIRECTOR · Less than 5% · control person
- ListedNORRIS, JAMES, MAURICE · DIRECTOR · Less than 5% · control person
- ListedREED, GLENN, WILLIAM · DIRECTOR · Less than 5% · control person
- ListedSHRIMSKI, DANIEL, RAYMOND · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedVANGUARD GROUP INC · STOCKHOLDER · 75% or more · indirect via ZEALOUS, INC · control person
- ListedVANGUARD INDEX FUNDS · STOCKHOLDER · 25–50% · indirect via VANGUARD GROUP INC
- ListedZEALOUS, INC. · STOCKHOLDER · 75% or more · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$476.6M +251.3%
- ADVANCED MICRO DEVICES INC$319.5M +193.5%
- APPLE INC$313.0M +16.8%
- NVIDIA CORPORATION$256.5M +12.2%
- ALPHABET INC$226.3M +27.1%
Top Trims
- EXXON MOBIL CORP-$61.6M -18.4%
- NETFLIX INC.-$49.6M -24.4%
- CHEVRON CORPORATION-$38.0M -20.6%
- PALANTIR TECHNOLOGIES INC-$34.1M -21.8%
- AT&T INC-$28.6M -27.9%
New Positions
- RTX CORPORATION$115.3M
- QUANTA SVCS INC$51.7M
- FORTINET INC$49.4M
- SPACE EXPLORATION TECHN CORP$40.2M
- TRAVELERS COMPANIES INC$35.8M
Exited Positions
- HONEYWELL INTL INC$63.1M
- CARNIVAL CORP$14.3M
- COTERRA ENERGY INC$12.6M
- DUPONT DE NEMOURS INC$9.5M
- HOLOGIC INC$8.4M
Vanguard Investments Australia, Ltd. Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.37B | 5.89% | 11,825,275 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $2.17B | 5.41% | 7,506,247 | SH |
| 3 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.39B | 3.46% | 23,275,557 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $1.35B | 3.37% | 3,623,435 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $1.18B | 2.93% | 4,940,647 | SH |
| 6 | ALPHABET INC | GOOGL | 02079K305 | $1.06B | 2.64% | 2,971,186 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $871.7M | 2.17% | 2,307,657 | SH |
| 8 | ALPHABET INC | GOOG | 02079K107 | $840.7M | 2.09% | 2,379,304 | SH |
| 9 | MICRON TECHNOLOGY INC | MU | 595112103 | $666.2M | 1.66% | 577,167 | SH |
| 10 | META PLATFORMS INC | META | 30303M102 | $633.2M | 1.58% | 1,124,067 | SH |
| 11 | TESLA INC | TSLA | 88160R101 | $605.6M | 1.51% | 1,439,795 | SH |
| 12 | ELI LILLY & CO | LLY | 532457108 | $491.4M | 1.22% | 409,709 | SH |
| 13 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $484.7M | 1.21% | 834,305 | SH |
| 14 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $434.7M | 1.08% | 4,909,344 | SH |
| 15 | JPMORGAN CHASE & CO | JPM | 46625H100 | $375.0M | 0.93% | 1,145,561 | SH |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $333.1M | 0.83% | 665,683 | SH |
| 17 | INTEL CORP | INTC | 458140100 | $314.0M | 0.78% | 2,248,764 | SH |
| 18 | VISA INC | V | 92826C839 | $294.0M | 0.73% | 857,035 | SH |
| 19 | APPLIED MATLS INC | AMAT | 038222105 | $293.5M | 0.73% | 406,013 | SH |
| 20 | JOHNSON & JOHNSON | JNJ | 478160104 | $293.0M | 0.73% | 1,153,630 | SH |
| 21 | LAM RESEARCH CORP | LRCX | 512807306 | $276.9M | 0.69% | 639,100 | SH |
| 22 | EXXON MOBIL CORP | XOM | 30231G102 | $272.3M | 0.68% | 1,991,477 | SH |
| 23 | WALMART INC | WMT | 931142103 | $237.5M | 0.59% | 2,096,827 | SH |
| 24 | CISCO SYS INC | CSCO | 17275R102 | $237.0M | 0.59% | 2,017,908 | SH |
| 25 | CATERPILLAR INC | CAT | 149123101 | $236.9M | 0.59% | 222,477 | SH |
| 26 | ABBVIE INC | ABBV | 00287Y109 | $227.5M | 0.57% | 903,983 | SH |
| 27 | MASTERCARD INCORPORATED | MA | 57636Q104 | $214.4M | 0.53% | 417,423 | SH |
| 28 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $211.7M | 0.53% | 226,302 | SH |
| 29 | KLA CORP | KLAC | 482480100 | $202.4M | 0.50% | 670,740 | SH |
| 30 | BANK OF AMER CORP | BAC | 060505104 | $197.3M | 0.49% | 3,462,298 | SH |
| 31 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $192.7M | 0.48% | 463,718 | SH |
| 32 | WELLTOWER INC | WELL | 95040Q104 | $188.0M | 0.47% | 828,408 | SH |
| 33 | GE AEROSPACE | GE | 369604301 | $186.7M | 0.47% | 499,609 | SH |
| 34 | NEXTERA ENERGY INC | NEE | 65339F101 | $182.8M | 0.46% | 2,083,240 | SH |
| 35 | HOME DEPOT INC | HD | 437076102 | $179.7M | 0.45% | 509,465 | SH |
| 36 | PROCTER & GAMBLE CO | PG | 742718109 | $174.1M | 0.43% | 1,187,105 | SH |
| 37 | MERCK & CO INC | MRK | 58933Y105 | $162.3M | 0.40% | 1,263,127 | SH |
| 38 | UNION PAC CORP | UNP | 907818108 | $161.1M | 0.40% | 592,285 | SH |
| 39 | COCA COLA CO | KO | 191216100 | $160.8M | 0.40% | 1,978,588 | SH |
| 40 | NETFLIX INC. | NFLX | 64110L106 | $153.4M | 0.38% | 2,148,625 | SH |
| 41 | GE VERNOVA INC | GEV | 36828A101 | $151.4M | 0.38% | 128,902 | SH |
| 42 | PROLOGIS INC. | PLD | 74340W103 | $148.1M | 0.37% | 1,093,291 | SH |
| 43 | ROYAL BK CDA | RY | 780087102 | $147.3M | 0.37% | 711,236 | SH |
| 44 | CHEVRON CORPORATION | CVX | 166764100 | $146.6M | 0.37% | 884,625 | SH |
| 45 | ASTRAZENECA PLC | AZN | G0593M107 | $143.7M | 0.36% | 769,786 | SH |
| 46 | PALO ALTO NETWORKS INC | PANW | 697435105 | $141.5M | 0.35% | 414,953 | SH |
| 47 | TEXAS INSTRS INC | TXN | 882508104 | $139.1M | 0.35% | 466,529 | SH |
| 48 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $130.1M | 0.32% | 436,875 | SH |
| 49 | ORACLE CORP | ORCL | 68389X105 | $129.4M | 0.32% | 882,660 | SH |
| 50 | PHILIP MORRIS INTL INC | PM | 718172109 | $127.3M | 0.32% | 703,522 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $40.15B | 2,370 | 0001550100-26-000015 |
| 2026-03-31 | 2026-05-08 | $34.30B | 2,342 | 0001550100-26-000004 |
| 2026-03-31 | 2026-05-15 | $339.1M | 37 | 0001550100-26-000008 |
Filer Information
Address
FRESHWATER PLACE, LEVEL 342 SOUTHBANK BLVD.
VICTORIA, C3 3006
Phone
(800) 345-8533
Filing Manager
Vanguard Investments Australia, Ltd.
Victoria, C3
Signatory
My Trieu-Gatt
Authorized Signatory, Head of Global Fund Administration