Vanguard Personalized Indexing Management
AOS icon

Vanguard Personalized Indexing Management’s A.O. Smith AOS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio AOS Stock Details AOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Sell
19,391
-1,535
-7% -$93K 0.01% 890
2026
Q1 		$1.38M Buy
20,926
+1,025
+5% +$73.9K 0.01% 774
2025
Q4 		$1.33M Sell
19,901
-1,884
-9% -$127K 0.01% 783
2025
Q3 		$1.6M Buy
21,785
+828
+4% +$59.1K 0.02% 681
2025
Q2 		$1.37M Buy
20,957
+512
+3% +$33.5K 0.02% 714
2025
Q1 		$1.34M Buy
20,445
+1,647
+9% +$111K 0.02% 649
2024
Q4 		$1.28M Buy
18,798
+4,018
+27% +$304K 0.02% 661
2024
Q3 		$1.33M Buy
14,780
+1,443
+11% +$119K 0.02% 633
2024
Q2 		$1.09M Buy
13,337
+2,220
+20% +$188K 0.02% 639
2024
Q1 		$995K Buy
11,117
+2,607
+31% +$215K 0.02% 661
2023
Q4 		$702K Buy
8,510
+1,192
+16% +$87.9K 0.02% 824
2023
Q3 		$484K Sell
7,318
-478
-6% -$33.9K 0.01% 893
2023
Q2 		$567K Buy
7,796
+351
+5% +$24K 0.02% 843
2023
Q1 		$515K Sell
7,445
-794
-10% -$51.6K 0.02% 856
2022
Q4 		$472K Sell
8,239
-9,261
-53% -$518K 0.02% 820
2022
Q3 		$850K Buy
17,500
+537
+3% +$30.8K 0.04% 545
2022
Q2 		$928K Buy
16,963
+1,941
+13% +$116K 0.04% 500
2022
Q1 		$960K Buy
15,022
+6,529
+77% +$475K 0.05% 466
2021
Q4 		$729K Buy
8,493
+2,507
+42% +$191K 0.04% 541
2021
Q3 		$366K Sell
5,986
-1
-0% -$70 0.03% 678
2021
Q2 		$431K Buy
+5,987
New +$413K 0.05% 553

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its A.O. Smith (AOS) stake by 7.3% in Q2 2026, selling an estimated $93K and leaving 19,391 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #890.

Vanguard Personalized Indexing Management first reported a position in AOS in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.6M in Q3 2025. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Vanguard Personalized Indexing Management held 19,391 shares of A.O. Smith worth $1.22M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,535 A.O. Smith shares in Q2 2026, an estimated $93K.
  • A.O. Smith made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #890 holding.
  • Vanguard Personalized Indexing Management first reported a position in A.O. Smith in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's A.O. Smith position peaked at $1.6M in Q3 2025.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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