Vanguard Personalized Indexing Management
BAC icon

Vanguard Personalized Indexing Management’s Bank of America BAC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54M Buy
947,094
+7,399
+0.8% +$394K 0.44% 33
2026
Q1 		$45.8M Buy
939,695
+6,391
+0.7% +$330K 0.45% 30
2025
Q4 		$51.3M Buy
933,304
+47,060
+5% +$2.49M 0.5% 23
2025
Q3 		$45.8M Buy
886,244
+22,014
+3% +$1.07M 0.47% 24
2025
Q2 		$40.9M Buy
864,230
+161,435
+23% +$6.79M 0.46% 25
2025
Q1 		$29.3M Buy
702,795
+18,283
+3% +$815K 0.43% 29
2024
Q4 		$30.1M Buy
684,512
+41,410
+6% +$1.82M 0.45% 25
2024
Q3 		$25.5M Buy
643,102
+37,876
+6% +$1.52M 0.41% 29
2024
Q2 		$23.3M Buy
605,226
+97,515
+19% +$3.74M 0.44% 26
2024
Q1 		$19.3M Buy
507,711
+96,426
+23% +$3.31M 0.41% 31
2023
Q4 		$13.8M Sell
411,285
-1,014
-0.2% -$29.5K 0.36% 36
2023
Q3 		$11.3M Buy
412,299
+18,284
+5% +$541K 0.34% 41
2023
Q2 		$11.3M Buy
394,015
+34,911
+10% +$996K 0.35% 41
2023
Q1 		$10.3M Sell
359,104
-11,196
-3% -$370K 0.36% 40
2022
Q4 		$12.3M Buy
370,300
+9,224
+3% +$318K 0.51% 29
2022
Q3 		$10.9M Buy
361,076
+52,270
+17% +$1.75M 0.49% 28
2022
Q2 		$9.61M Buy
308,806
+51,919
+20% +$1.87M 0.45% 29
2022
Q1 		$10.6M Buy
256,887
+86,566
+51% +$3.91M 0.51% 21
2021
Q4 		$7.58M Buy
170,321
+48,342
+40% +$2.2M 0.45% 31
2021
Q3 		$5.18M Buy
121,979
+15,467
+15% +$623K 0.47% 30
2021
Q2 		$4.39M Buy
106,512
+22,294
+26% +$914K 0.46% 28
2021
Q1 		$3.26M Buy
84,218
+24,428
+41% +$843K 0.49% 29
2020
Q4 		$1.81M Buy
59,790
+13,391
+29% +$359K 0.39% 48
2020
Q3 		$1.12M Buy
46,399
+13,930
+43% +$347K 0.31% 74
2020
Q2 		$771K Buy
32,469
+15,034
+86% +$355K 0.35% 62
2020
Q1 		$370K Buy
+17,435
New +$523K 0.22% 131

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Bank of America (BAC) stake by 0.79% in Q2 2026, buying an estimated $394K and bringing the position to 947,094 shares worth $54M. The position accounts for 0.44% of the portfolio, ranked #33.

Vanguard Personalized Indexing Management first reported a position in BAC in Q1 2020 and has held it in 26 quarters since. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 947,094 shares of Bank of America worth $54M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 7,399 Bank of America shares in Q2 2026, an estimated $394K.
  • Bank of America made up 0.44% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #33 holding.
  • Vanguard Personalized Indexing Management first reported a position in Bank of America in Q1 2020 and has held it in 26 quarters since.
  • 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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