SCHEDULE: Vanguard Discloses 7.5% Stake in ON Semiconductor

Vanguard Capital Management has reported beneficial ownership of 29,575,202 shares, representing 7.5% of ON Semiconductor Corp's common stock, as of March 31, 2026.

Summary

• Vanguard Capital Management, along with its affiliates and divisions, now beneficially owns 29,575,202 shares of ON Semiconductor Corp common stock.
• This holding represents 7.5% of the total class of securities.
• Vanguard has sole voting power over 3,942,003 shares and sole dispositive power over all 29,575,202 shares.
• The filing indicates that the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of beneficial ownership by a major institutional investor and does not inherently signal positive or negative performance for the company.

Positives

• Significant institutional ownership by a major asset manager like Vanguard can provide stability and confidence to the market.
• Vanguard's reporting of sole dispositive power suggests a clear and direct control over the investment decisions for these shares.

Risks

• While not explicitly stated as a risk in this filing, large institutional holdings can sometimes lead to increased volatility if the institution decides to significantly alter its position.
• The filing does not provide details on the specific investment strategies or reasons behind Vanguard's stake, which could be a point of inquiry for other investors.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance from ON Semiconductor Corp.

Industry Context

StockSavvy.ai notes that significant stake disclosures by large asset managers like Vanguard are common in the semiconductor industry, reflecting active portfolio management and strategic investment in key technology sectors.

Stakeholder Impact

• Shareholders: The increased visibility of a large institutional holder like Vanguard may be viewed positively, potentially indicating confidence in the company's long-term prospects.
• Other Investors: This filing provides transparency regarding significant ownership, which is crucial for market analysis and investment decisions.

Next Steps

• Vanguard will continue to hold or manage its stake in ON Semiconductor Corp according to its investment strategies.
• ON Semiconductor Corp will continue its operations as disclosed in its other SEC filings.

Key Dates

Keywords

ON Semiconductor, Vanguard Capital Management, Schedule 13G, Institutional Ownership, Beneficial Ownership, Common Stock, SEC Filing, Investment Management