Vanguard Personalized Indexing Management’s Berry Corp BRY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-56,987	Closed	-$215K	–	1994
2025 Q3	$215K	Buy	56,987 +435	+0.8%	+$1.41K	﹤0.01%	1657
2025 Q2	$157K	Buy	56,552 +40,301	+248%	+$108K	﹤0.01%	1672
2025 Q1	$52.2K	Buy	16,251 +369	+2%	+$1.51K	﹤0.01%	1672
2024 Q4	$65.6K	Buy	+15,882	New	+$73.3K	﹤0.01%	1666

Other funds holding BRY

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Vanguard Personalized Indexing Management's BRY Position: Q4 2025 in Review

Vanguard Personalized Indexing Management sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 56,987 shares — an estimated $215K sold.

Vanguard Personalized Indexing Management first reported a position in BRY in Q4 2024 and held it in 4 quarters. The position peaked at $215K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

Vanguard Personalized Indexing Management reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 56,987 Berry Corp shares in Q4 2025, an estimated $215K.
Vanguard Personalized Indexing Management first reported a position in Berry Corp in Q4 2024 and held it in 4 quarters.
Vanguard Personalized Indexing Management's Berry Corp position peaked at $215K in Q3 2025.
2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2025, filed 13 Feb 2026.