Vanguard Personalized Indexing Management’s Brighthouse Financial BHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$554K Sell
9,258
-20
-0.2% -$1.25K 0.01% 1254
2025
Q4
$601K Buy
9,278
+1,222
+15% +$71.8K 0.01% 1159
2025
Q3
$428K Sell
8,056
-2,468
-23% -$120K ﹤0.01% 1313
2025
Q2
$566K Buy
10,524
+1,920
+22% +$108K 0.01% 1146
2025
Q1
$499K Buy
8,604
+1,002
+13% +$56K 0.01% 1113
2024
Q4
$365K Sell
7,602
-21
-0.3% -$1.03K 0.01% 1255
2024
Q3
$343K Sell
7,623
-1,697
-18% -$76.3K 0.01% 1281
2024
Q2
$404K Sell
9,320
-629
-6% -$29K 0.01% 1132
2024
Q1
$513K Sell
9,949
-5,130
-34% -$255K 0.01% 1009
2023
Q4
$798K Buy
15,079
+6,355
+73% +$316K 0.02% 767
2023
Q3
$427K Buy
8,724
+403
+5% +$20K 0.01% 954
2023
Q2
$394K Buy
8,321
+1,938
+30% +$83.5K 0.01% 1005
2023
Q1
$282K Buy
6,383
+358
+6% +$18.8K 0.01% 1142
2022
Q4
$309K Buy
6,025
+343
+6% +$17.9K 0.01% 969
2022
Q3
$247K Buy
5,682
+189
+3% +$8.6K 0.01% 1023
2022
Q2
$225K Buy
+5,493
New +$265K 0.01% 1098
2021
Q2
Sell
-4,728
Closed -$209K 908
2021
Q1
$209K Buy
+4,728
New +$194K 0.03% 660

Other funds holding BHF

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

Vanguard Personalized Indexing Management reduced its Brighthouse Financial (BHF) stake by 0.22% in Q1 2026, selling an estimated $1.25K and leaving 9,258 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #1254.

Vanguard Personalized Indexing Management first reported a position in BHF in Q1 2021 and has held it in 17 quarters since. The position peaked at $798K in Q4 2023. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • Vanguard Personalized Indexing Management held 9,258 shares of Brighthouse Financial worth $554K as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 20 Brighthouse Financial shares in Q1 2026, an estimated $1.25K.
  • Brighthouse Financial made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1254 holding.
  • Vanguard Personalized Indexing Management first reported a position in Brighthouse Financial in Q1 2021 and has held it in 17 quarters since.
  • Vanguard Personalized Indexing Management's Brighthouse Financial position peaked at $798K in Q4 2023.
  • 465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

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