Vanguard Personalized Indexing Management’s BlackLine BL Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BL Stock Details BL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$374K	Buy	13,308 +5,058	+61%	+$151K	﹤0.01%	1573
2026 Q1	$305K	Buy	8,250 +2,469	+43%	+$106K	﹤0.01%	1592
2025 Q4	$320K	Buy	5,781 +954	+20%	+$52.5K	﹤0.01%	1485
2025 Q3	$256K	Buy	4,827 +1,259	+35%	+$68K	﹤0.01%	1576
2025 Q2	$202K	Buy	+3,568	New	+$184K	﹤0.01%	1629
2023 Q2	–	Sell	-3,173	Closed	-$213K	–	1476
2023 Q1	$213K	Buy	3,173 +20	+0.6%	+$1.38K	0.01%	1297
2022 Q4	$212K	Buy	+3,153	New	+$196K	0.01%	1129
2022 Q3	–	Sell	-5,967	Closed	-$397K	–	1240
2022 Q2	$397K	Buy	+5,967	New	+$409K	0.02%	896
2021 Q4	–	Sell	-2,986	Closed	-$353K	–	1065
2021 Q3	$353K	Buy	+2,986	New	+$343K	0.03%	695

Other funds holding BL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fivespan Partners San Francisco, California $424M AUM

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its BlackLine (BL) stake by 61% in Q2 2026, buying an estimated $151K and bringing the position to 13,308 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Vanguard Personalized Indexing Management first reported a position in BL in Q3 2021 and has held it in 9 quarters since. The position peaked at $397K in Q2 2022. 246 funds tracked by Wall St. Rank hold BL as of Q2 2026.

Vanguard Personalized Indexing Management held 13,308 shares of BlackLine worth $374K as of Q2 2026.
Vanguard Personalized Indexing Management bought 5,058 BlackLine shares in Q2 2026, an estimated $151K.
BlackLine made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1573 holding.
Vanguard Personalized Indexing Management first reported a position in BlackLine in Q3 2021 and has held it in 9 quarters since.
Vanguard Personalized Indexing Management's BlackLine position peaked at $397K in Q2 2022.
246 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

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