VPIM
AOD

Vanguard Personalized Indexing Management’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio AOD Stock Details AOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-19,703
Closed -$163K – 1485
2023
Q2 		$163K Buy
+19,703
New +$160K 0.01% 1364

Other funds holding AOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return

Vanguard Personalized Indexing Management's AOD Position: Q3 2023 in Review

Vanguard Personalized Indexing Management sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q3 2023, closing a stake of 19,703 shares — an estimated $163K sold.

Vanguard Personalized Indexing Management first reported a position in AOD in Q2 2023 and held it in 1 quarter. The position peaked at $163K in Q2 2023. 125 funds tracked by Wall St. Rank hold AOD as of Q3 2023.

  • Vanguard Personalized Indexing Management reported no remaining abrdn Total Dynamic Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 19,703 abrdn Total Dynamic Dividend Fund shares in Q3 2023, an estimated $163K.
  • Vanguard Personalized Indexing Management first reported a position in abrdn Total Dynamic Dividend Fund in Q2 2023 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's abrdn Total Dynamic Dividend Fund position peaked at $163K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2023, filed 8 Nov 2023.