Vanguard Personalized Indexing Management
AFRM icon

Vanguard Personalized Indexing Management’s Affirm AFRM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.14M Buy
38,454
+3,231
+9% +$211K 0.03% 487
2026
Q1 		$1.61M Sell
35,223
-664
-2% -$38.4K 0.02% 696
2025
Q4 		$2.67M Buy
35,887
+687
+2% +$49.4K 0.03% 501
2025
Q3 		$2.57M Buy
35,200
+4,098
+13% +$312K 0.03% 501
2025
Q2 		$2.15M Buy
31,102
+1,133
+4% +$58.7K 0.02% 546
2025
Q1 		$1.35M Buy
29,969
+2,308
+8% +$137K 0.02% 642
2024
Q4 		$1.68M Buy
27,661
+1,244
+5% +$69.1K 0.03% 538
2024
Q3 		$1.08M Buy
26,417
+2,262
+9% +$75.1K 0.02% 731
2024
Q2 		$730K Sell
24,155
-3,115
-11% -$99.9K 0.01% 833
2024
Q1 		$1.02M Buy
27,270
+1,652
+6% +$65.9K 0.02% 649
2023
Q4 		$1.26M Sell
25,618
-1,037
-4% -$30K 0.03% 520
2023
Q3 		$567K Buy
26,655
+829
+3% +$15.2K 0.02% 829
2023
Q2 		$396K Buy
25,826
+5,167
+25% +$68.5K 0.01% 1001
2023
Q1 		$233K Buy
20,659
+7,381
+56% +$93K 0.01% 1249
2022
Q4 		$128K Sell
13,278
-26,675
-67% -$402K 0.01% 1205
2022
Q3 		$750K Buy
39,953
+2,165
+6% +$56.6K 0.03% 607
2022
Q2 		$682K Buy
37,788
+25,901
+218% +$705K 0.03% 658
2022
Q1 		$550K Buy
11,887
+1,947
+20% +$102K 0.03% 791
2021
Q4 		$1M Buy
9,940
+7,859
+378% +$1.04M 0.06% 391
2021
Q3 		$248K Buy
+2,081
New +$166K 0.02% 852

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Affirm (AFRM) stake by 9.2% in Q2 2026, buying an estimated $211K and bringing the position to 38,454 shares worth $3.14M. The position accounts for 0.03% of the portfolio, ranked #487.

Vanguard Personalized Indexing Management first reported a position in AFRM in Q3 2021 and has held it in 20 quarters since. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 38,454 shares of Affirm worth $3.14M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 3,231 Affirm shares in Q2 2026, an estimated $211K.
  • Affirm made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #487 holding.
  • Vanguard Personalized Indexing Management first reported a position in Affirm in Q3 2021 and has held it in 20 quarters since.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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