Vanguard Personalized Indexing Management
AVPT icon

Vanguard Personalized Indexing Management’s AvePoint AVPT Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$378K Buy
33,734
+9,121
+37% +$93.8K ﹤0.01% 1566
2026
Q1 		$234K Buy
24,613
+11,582
+89% +$130K ﹤0.01% 1740
2025
Q4 		$181K Sell
13,031
-2,617
-17% -$36.2K ﹤0.01% 1738
2025
Q3 		$235K Buy
15,648
+466
+3% +$7.83K ﹤0.01% 1615
2025
Q2 		$293K Buy
15,182
+4,630
+44% +$80.3K ﹤0.01% 1453
2025
Q1 		$152K Buy
+10,552
New +$177K ﹤0.01% 1559

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its AvePoint (AVPT) stake by 37% in Q2 2026, buying an estimated $93.8K and bringing the position to 33,734 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Vanguard Personalized Indexing Management first reported a position in AVPT in Q1 2025 and has held it in 6 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Vanguard Personalized Indexing Management held 33,734 shares of AvePoint worth $378K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 9,121 AvePoint shares in Q2 2026, an estimated $93.8K.
  • AvePoint made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1566 holding.
  • Vanguard Personalized Indexing Management first reported a position in AvePoint in Q1 2025 and has held it in 6 quarters since.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

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