Vanguard Personalized Indexing Management
AMG icon

Vanguard Personalized Indexing Management’s Affiliated Managers Group AMG Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.23M Buy
9,554
+425
+5% +$132K 0.03% 479
2026
Q1 		$2.53M Sell
9,129
-314
-3% -$94.6K 0.02% 520
2025
Q4 		$2.72M Sell
9,443
-504
-5% -$130K 0.03% 496
2025
Q3 		$2.37M Sell
9,947
-249
-2% -$54.9K 0.02% 528
2025
Q2 		$2.01M Sell
10,196
-1,035
-9% -$180K 0.02% 569
2025
Q1 		$1.89M Sell
11,231
-616
-5% -$107K 0.03% 508
2024
Q4 		$2.19M Sell
11,847
-264
-2% -$49.3K 0.03% 455
2024
Q3 		$2.15M Buy
12,111
+1,911
+19% +$325K 0.03% 452
2024
Q2 		$1.59M Sell
10,200
-443
-4% -$70.5K 0.03% 488
2024
Q1 		$1.78M Sell
10,643
-1,157
-10% -$180K 0.04% 426
2023
Q4 		$1.79M Buy
11,800
+2,322
+24% +$312K 0.05% 377
2023
Q3 		$1.24M Buy
9,478
+158
+2% +$22.1K 0.04% 468
2023
Q2 		$1.4M Buy
9,320
+524
+6% +$75K 0.04% 424
2023
Q1 		$1.25M Buy
8,796
+1,449
+20% +$229K 0.04% 432
2022
Q4 		$1.16M Buy
7,347
+2,065
+39% +$292K 0.05% 452
2022
Q3 		$591K Buy
5,282
+684
+15% +$85.8K 0.03% 717
2022
Q2 		$536K Sell
4,598
-781
-15% -$101K 0.02% 790
2022
Q1 		$758K Buy
5,379
+3,549
+194% +$510K 0.04% 616
2021
Q4 		$301K Sell
1,830
-417
-19% -$69.9K 0.02% 861
2021
Q3 		$339K Buy
+2,247
New +$368K 0.03% 714

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Affiliated Managers Group (AMG) stake by 4.7% in Q2 2026, buying an estimated $132K and bringing the position to 9,554 shares worth $3.23M. The position accounts for 0.03% of the portfolio, ranked #479.

Vanguard Personalized Indexing Management first reported a position in AMG in Q3 2021 and has held it in 20 quarters since. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Vanguard Personalized Indexing Management held 9,554 shares of Affiliated Managers Group worth $3.23M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 425 Affiliated Managers Group shares in Q2 2026, an estimated $132K.
  • Affiliated Managers Group made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #479 holding.
  • Vanguard Personalized Indexing Management first reported a position in Affiliated Managers Group in Q3 2021 and has held it in 20 quarters since.
  • 564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

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