Vanguard Personalized Indexing Management
BHF icon

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

Vanguard Personalized Indexing Management’s Portfolio BHF Stock Details BHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$642K Buy
10,140
+882
+10% +$54.9K 0.01% 1250
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Brighthouse Financial (BHF) stake by 9.5% in Q2 2026, buying an estimated $54.9K and bringing the position to 10,140 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #1250.

Vanguard Personalized Indexing Management first reported a position in BHF in Q1 2021 and has held it in 18 quarters since. The position peaked at $798K in Q4 2023. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Vanguard Personalized Indexing Management held 10,140 shares of Brighthouse Financial worth $642K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 882 Brighthouse Financial shares in Q2 2026, an estimated $54.9K.
  • Brighthouse Financial made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1250 holding.
  • Vanguard Personalized Indexing Management first reported a position in Brighthouse Financial in Q1 2021 and has held it in 18 quarters since.
  • Vanguard Personalized Indexing Management's Brighthouse Financial position peaked at $798K in Q4 2023.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

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