Vanguard Personalized Indexing Management
BROS icon

Vanguard Personalized Indexing Management’s Dutch Bros BROS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$480K Buy
6,684
+2,582
+63% +$148K ﹤0.01% 1425
2026
Q1 		$208K Sell
4,102
-911
-18% -$49.8K ﹤0.01% 1803
2025
Q4 		$307K Buy
+5,013
New +$285K ﹤0.01% 1515
2025
Q3 		– Sell
-3,547
Closed -$243K – 2002
2025
Q2 		$243K Buy
+3,547
New +$231K ﹤0.01% 1542

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Dutch Bros (BROS) stake by 63% in Q2 2026, buying an estimated $148K and bringing the position to 6,684 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Vanguard Personalized Indexing Management first reported a position in BROS in Q2 2025 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Vanguard Personalized Indexing Management held 6,684 shares of Dutch Bros worth $480K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 2,582 Dutch Bros shares in Q2 2026, an estimated $148K.
  • Dutch Bros made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1425 holding.
  • Vanguard Personalized Indexing Management first reported a position in Dutch Bros in Q2 2025 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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