Vanguard Personalized Indexing Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,061	Closed	-$202K	–	1697
2024 Q1	$202K	Buy	+2,061	New	+$202K	﹤0.01%	1443
2022 Q1	–	Sell	-6,919	Closed	-$789K	–	1211
2021 Q4	$789K	Hold	6,919	–	–	0.05%	508
2021 Q3	$795K	Hold	6,919	–	–	0.07%	301
2021 Q2	$798K	Buy	6,919 +887	+15%	+$102K	0.08%	281
2021 Q1	$687K	Buy	6,032 +931	+18%	+$108K	0.1%	227
2020 Q4	$603K	Buy	+5,101	New	+$601K	0.13%	181

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Vanguard Personalized Indexing Management's AGG Position: Q2 2024 in Review

Vanguard Personalized Indexing Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2024, closing a stake of 2,061 shares — an estimated $202K sold.

Vanguard Personalized Indexing Management first reported a position in AGG in Q4 2020 and held it in 6 quarters. The position peaked at $798K in Q2 2021. 1,771 funds tracked by Wall St. Rank hold AGG as of Q2 2024.

Vanguard Personalized Indexing Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 2,061 iShares Core US Aggregate Bond ETF shares in Q2 2024, an estimated $202K.
Vanguard Personalized Indexing Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 6 quarters.
Vanguard Personalized Indexing Management's iShares Core US Aggregate Bond ETF position peaked at $798K in Q2 2021.
1,771 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2024, filed 12 Aug 2024.