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Vanguard Personalized Indexing Management’s Broadridge BR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.97M Buy
18,255
+3,525
+24% +$670K 0.03% 470
2025
Q4 		$3.29M Sell
14,730
-92
-0.6% -$21K 0.03% 430
2025
Q3 		$3.53M Sell
14,822
-240
-2% -$59.8K 0.04% 402
2025
Q2 		$3.66M Buy
15,062
+1,019
+7% +$242K 0.04% 371
2025
Q1 		$3.4M Buy
14,043
+1,448
+11% +$341K 0.05% 329
2024
Q4 		$2.85M Buy
12,595
+1,672
+15% +$375K 0.04% 363
2024
Q3 		$2.35M Buy
10,923
+1,994
+22% +$417K 0.04% 417
2024
Q2 		$1.76M Buy
8,929
+2,219
+33% +$440K 0.03% 446
2024
Q1 		$1.37M Buy
6,710
+1,360
+25% +$274K 0.03% 516
2023
Q4 		$1.1M Buy
5,350
+624
+13% +$115K 0.03% 597
2023
Q3 		$846K Buy
4,726
+6
+0.1% +$1.06K 0.03% 647
2023
Q2 		$782K Buy
4,720
+691
+17% +$105K 0.02% 687
2023
Q1 		$591K Sell
4,029
-3
-0.1% -$429 0.02% 785
2022
Q4 		$541K Sell
4,032
-1,862
-32% -$265K 0.02% 776
2022
Q3 		$851K Buy
5,894
+1,408
+31% +$229K 0.04% 544
2022
Q2 		$639K Sell
4,486
-1,179
-21% -$171K 0.03% 693
2022
Q1 		$882K Buy
5,665
+799
+16% +$123K 0.04% 524
2021
Q4 		$890K Buy
4,866
+2,236
+85% +$393K 0.05% 454
2021
Q3 		$438K Buy
2,630
+365
+16% +$62.2K 0.04% 589
2021
Q2 		$366K Buy
2,265
+85
+4% +$13.6K 0.04% 644
2021
Q1 		$334K Buy
2,180
+751
+53% +$111K 0.05% 462
2020
Q4 		$219K Buy
+1,429
New +$207K 0.05% 471

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Broadridge (BR) stake by 24% in Q1 2026, buying an estimated $670K and bringing the position to 18,255 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #470.

Vanguard Personalized Indexing Management first reported a position in BR in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.66M in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Vanguard Personalized Indexing Management held 18,255 shares of Broadridge worth $2.97M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 3,525 Broadridge shares in Q1 2026, an estimated $670K.
  • Broadridge made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #470 holding.
  • Vanguard Personalized Indexing Management first reported a position in Broadridge in Q4 2020 and has held it in 22 quarters since.
  • Vanguard Personalized Indexing Management's Broadridge position peaked at $3.66M in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

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