Vanguard Personalized Indexing Management
ADC icon

Vanguard Personalized Indexing Management’s Agree Realty ADC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Sell
16,996
-2,874
-14% -$218K 0.01% 848
2026
Q1 		$1.5M Buy
19,870
+360
+2% +$27.3K 0.01% 733
2025
Q4 		$1.41M Sell
19,510
-1,219
-6% -$89.1K 0.01% 750
2025
Q3 		$1.47M Buy
20,729
+2,917
+16% +$211K 0.02% 721
2025
Q2 		$1.3M Buy
17,812
+1,652
+10% +$124K 0.01% 744
2025
Q1 		$1.25M Buy
16,160
+761
+5% +$55.8K 0.02% 680
2024
Q4 		$1.08M Buy
15,399
+1,189
+8% +$88.5K 0.02% 739
2024
Q3 		$1.07M Buy
14,210
+1,454
+11% +$103K 0.02% 734
2024
Q2 		$790K Buy
12,756
+3,483
+38% +$206K 0.02% 790
2024
Q1 		$530K Sell
9,273
-7,524
-45% -$441K 0.01% 991
2023
Q4 		$1.06M Buy
16,797
+10,405
+163% +$603K 0.03% 620
2023
Q3 		$353K Buy
6,392
+935
+17% +$58.4K 0.01% 1053
2023
Q2 		$357K Sell
5,457
-2,810
-34% -$186K 0.01% 1041
2023
Q1 		$567K Buy
8,267
+395
+5% +$28.2K 0.02% 810
2022
Q4 		$558K Buy
7,872
+3,500
+80% +$240K 0.02% 763
2022
Q3 		$295K Buy
4,372
+277
+7% +$20.8K 0.01% 979
2022
Q2 		$295K Buy
+4,095
New +$284K 0.01% 994

Other funds holding ADC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Personalized Indexing Management's ADC Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Agree Realty (ADC) stake by 14% in Q2 2026, selling an estimated $218K and leaving 16,996 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #848.

Vanguard Personalized Indexing Management first reported a position in ADC in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.5M in Q1 2026. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 16,996 shares of Agree Realty worth $1.29M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 2,874 Agree Realty shares in Q2 2026, an estimated $218K.
  • Agree Realty made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #848 holding.
  • Vanguard Personalized Indexing Management first reported a position in Agree Realty in Q2 2022 and has held it in 17 quarters since.
  • Vanguard Personalized Indexing Management's Agree Realty position peaked at $1.5M in Q1 2026.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.