Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Bloom Energy BE Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.83M Buy
25,883
+3,294
+15% +$844K 0.06% 250
2026
Q1 		$3.06M Buy
22,589
+8,379
+59% +$1.23M 0.03% 460
2025
Q4 		$1.23M Buy
14,210
+2,227
+19% +$234K 0.01% 812
2025
Q3 		$1.01M Buy
11,983
+1,748
+17% +$81.2K 0.01% 893
2025
Q2 		$245K Buy
+10,235
New +$198K ﹤0.01% 1537

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Bloom Energy (BE) stake by 15% in Q2 2026, buying an estimated $844K and bringing the position to 25,883 shares worth $7.83M. The position accounts for 0.06% of the portfolio, ranked #250.

Vanguard Personalized Indexing Management first reported a position in BE in Q2 2025 and has held it in 5 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Vanguard Personalized Indexing Management held 25,883 shares of Bloom Energy worth $7.83M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 3,294 Bloom Energy shares in Q2 2026, an estimated $844K.
  • Bloom Energy made up 0.06% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #250 holding.
  • Vanguard Personalized Indexing Management first reported a position in Bloom Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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