Vanguard Personalized Indexing Management
BNY

Vanguard Personalized Indexing Management’s Bank of New York Mellon BNY Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.5M Buy
134,890
+4,573
+4% +$625K 0.16% 90
2026
Q1 		$15.5M Buy
130,317
+6,747
+5% +$802K 0.15% 105
2025
Q4 		$14.3M Buy
123,570
+7,181
+6% +$795K 0.14% 110
2025
Q3 		$12.7M Sell
116,389
-6,703
-5% -$684K 0.13% 120
2025
Q2 		$11.2M Buy
123,092
+12,013
+11% +$1.02M 0.13% 134
2025
Q1 		$9.32M Buy
111,079
+8,426
+8% +$708K 0.14% 125
2024
Q4 		$7.89M Buy
102,653
+4,204
+4% +$325K 0.12% 138
2024
Q3 		$7.07M Buy
98,449
+11,947
+14% +$786K 0.11% 145
2024
Q2 		$5.18M Buy
86,502
+6,033
+7% +$349K 0.1% 162
2024
Q1 		$4.64M Buy
80,469
+1,251
+2% +$68.9K 0.1% 186
2023
Q4 		$4.12M Buy
79,218
+23,252
+42% +$1.07M 0.11% 171
2023
Q3 		$2.39M Buy
55,966
+4,315
+8% +$192K 0.07% 270
2023
Q2 		$2.3M Sell
51,651
-2,016
-4% -$86.5K 0.07% 277
2023
Q1 		$2.44M Buy
53,667
+7,084
+15% +$344K 0.08% 235
2022
Q4 		$2.12M Sell
46,583
-8,107
-15% -$348K 0.09% 250
2022
Q3 		$2.11M Buy
54,690
+6,573
+14% +$280K 0.1% 214
2022
Q2 		$2.01M Buy
48,117
+7,765
+19% +$346K 0.09% 210
2022
Q1 		$2M Buy
40,352
+3,307
+9% +$188K 0.1% 192
2021
Q4 		$2.15M Buy
37,045
+18,689
+102% +$1.07M 0.13% 149
2021
Q3 		$952K Buy
18,356
+4,455
+32% +$232K 0.09% 237
2021
Q2 		$712K Buy
13,901
+5,027
+57% +$252K 0.07% 334
2021
Q1 		$420K Buy
8,874
+3,528
+66% +$155K 0.06% 374
2020
Q4 		$227K Buy
+5,346
New +$205K 0.05% 463

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Bank of New York Mellon (BNY) stake by 3.5% in Q2 2026, buying an estimated $625K and bringing the position to 134,890 shares worth $19.5M. The position accounts for 0.16% of the portfolio, ranked #90.

Vanguard Personalized Indexing Management first reported a position in BNY in Q4 2020 and has held it in 23 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Vanguard Personalized Indexing Management held 134,890 shares of Bank of New York Mellon worth $19.5M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 4,573 Bank of New York Mellon shares in Q2 2026, an estimated $625K.
  • Bank of New York Mellon made up 0.16% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #90 holding.
  • Vanguard Personalized Indexing Management first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 23 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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