Vanguard Personalized Indexing Management
BETA icon

Vanguard Personalized Indexing Management’s Beta Technologies Inc BETA Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BETA Stock Details BETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,293
Closed -$290K – 2261
2025
Q4 		$290K Buy
+10,293
New +$307K ﹤0.01% 1540

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Amazon.com Inc
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BlackRock
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Personalized Indexing Management's BETA Position: Q1 2026 in Review

Vanguard Personalized Indexing Management sold out of Beta Technologies Inc (BETA) in Q1 2026, closing a stake of 10,293 shares — an estimated $290K sold.

Vanguard Personalized Indexing Management first reported a position in BETA in Q4 2025 and held it in 1 quarter. The position peaked at $290K in Q4 2025. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

  • Vanguard Personalized Indexing Management reported no remaining Beta Technologies Inc position as of Q1 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 10,293 Beta Technologies Inc shares in Q1 2026, an estimated $290K.
  • Vanguard Personalized Indexing Management first reported a position in Beta Technologies Inc in Q4 2025 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's Beta Technologies Inc position peaked at $290K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.