VPIM
BFH icon

Vanguard Personalized Indexing Management’s Bread Financial BFH Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$960K Buy
12,821
+1,984
+18% +$146K 0.01% 953
2025
Q4 		$802K Buy
10,837
+425
+4% +$27.9K 0.01% 1027
2025
Q3 		$581K Buy
10,412
+596
+6% +$36.8K 0.01% 1180
2025
Q2 		$561K Buy
9,816
+995
+11% +$50.2K 0.01% 1149
2025
Q1 		$442K Buy
8,821
+275
+3% +$15.6K 0.01% 1171
2024
Q4 		$522K Sell
8,546
-232
-3% -$13.1K 0.01% 1092
2024
Q3 		$418K Buy
8,778
+419
+5% +$21.3K 0.01% 1188
2024
Q2 		$372K Buy
8,359
+56
+0.7% +$2.2K 0.01% 1164
2024
Q1 		$309K Buy
+8,303
New +$295K 0.01% 1249
2023
Q4 		– Sell
-6,901
Closed -$236K – 1572
2023
Q3 		$236K Buy
6,901
+117
+2% +$4.29K 0.01% 1224
2023
Q2 		$213K Buy
+6,784
New +$195K 0.01% 1303

Other funds holding BFH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return