Vanguard Personalized Indexing Management
AVA icon

Vanguard Personalized Indexing Management’s Avista AVA Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
25,251
+5,370
+27% +$221K 0.01% 969
2026
Q1 		$798K Buy
19,881
+2,091
+12% +$84.4K 0.01% 1041
2025
Q4 		$686K Buy
17,790
+3,205
+22% +$125K 0.01% 1086
2025
Q3 		$551K Buy
14,585
+757
+5% +$28.1K 0.01% 1203
2025
Q2 		$525K Buy
13,828
+982
+8% +$38.7K 0.01% 1177
2025
Q1 		$538K Sell
12,846
-817
-6% -$31K 0.01% 1081
2024
Q4 		$500K Buy
13,663
+2,542
+23% +$95.5K 0.01% 1117
2024
Q3 		$431K Buy
11,121
+887
+9% +$33.5K 0.01% 1171
2024
Q2 		$354K Sell
10,234
-611
-6% -$21.8K 0.01% 1198
2024
Q1 		$380K Buy
10,845
+1,531
+16% +$52.2K 0.01% 1152
2023
Q4 		$333K Buy
+9,314
New +$316K 0.01% 1181
2023
Q3 		– Sell
-5,359
Closed -$210K – 1490
2023
Q2 		$210K Sell
5,359
-685
-11% -$29.1K 0.01% 1313
2023
Q1 		$257K Buy
+6,044
New +$250K 0.01% 1197
2020
Q2 		– Sell
-8,220
Closed -$349K – 354
2020
Q1 		$349K Buy
+8,220
New +$396K 0.2% 137

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Avista (AVA) stake by 27% in Q2 2026, buying an estimated $221K and bringing the position to 25,251 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #969.

Vanguard Personalized Indexing Management first reported a position in AVA in Q1 2020 and has held it in 14 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Vanguard Personalized Indexing Management held 25,251 shares of Avista worth $1.03M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 5,370 Avista shares in Q2 2026, an estimated $221K.
  • Avista made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #969 holding.
  • Vanguard Personalized Indexing Management first reported a position in Avista in Q1 2020 and has held it in 14 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

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