Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s British American Tobacco BTI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BTI Stock Details BTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.35M Buy
86,606
+9,337
+12% +$564K 0.04% 343
2026
Q1 		$4.52M Buy
77,269
+1,358
+2% +$80.4K 0.04% 344
2025
Q4 		$4.3M Sell
75,911
-1,537
-2% -$83.9K 0.04% 357
2025
Q3 		$4.11M Buy
77,448
+9,397
+14% +$510K 0.04% 363
2025
Q2 		$3.22M Buy
68,051
+10,000
+17% +$443K 0.04% 417
2025
Q1 		$2.4M Buy
58,051
+6,758
+13% +$266K 0.04% 430
2024
Q4 		$1.86M Buy
51,293
+12,174
+31% +$440K 0.03% 502
2024
Q3 		$1.43M Buy
39,119
+7,741
+25% +$277K 0.02% 606
2024
Q2 		$969K Sell
31,378
-4,515
-13% -$137K 0.02% 693
2024
Q1 		$1.09M Sell
35,893
-206
-0.6% -$6.2K 0.02% 616
2023
Q4 		$1.06M Sell
36,099
-1,722
-5% -$52.4K 0.03% 621
2023
Q3 		$1.19M Buy
37,821
+11,358
+43% +$374K 0.04% 481
2023
Q2 		$879K Buy
26,463
+1,895
+8% +$64.8K 0.03% 625
2023
Q1 		$863K Sell
24,568
-110
-0.4% -$4.15K 0.03% 603
2022
Q4 		$987K Sell
24,678
-1,524
-6% -$59.9K 0.04% 506
2022
Q3 		$930K Buy
26,202
+1,747
+7% +$70K 0.04% 513
2022
Q2 		$1.05M Buy
24,455
+3,862
+19% +$166K 0.05% 440
2022
Q1 		$868K Buy
20,593
+8,680
+73% +$370K 0.04% 531
2021
Q4 		$446K Buy
11,913
+3,101
+35% +$110K 0.03% 737
2021
Q3 		$311K Buy
8,812
+888
+11% +$33.3K 0.03% 752
2021
Q2 		$312K Sell
7,924
-391
-5% -$15.3K 0.03% 713
2021
Q1 		$322K Sell
8,315
-657
-7% -$24.7K 0.05% 472
2020
Q4 		$336K Buy
8,972
+2,312
+35% +$82.8K 0.07% 326
2020
Q3 		$241K Sell
6,660
-1,651
-20% -$57.8K 0.07% 345
2020
Q2 		$323K Buy
8,311
+1,946
+31% +$74.6K 0.15% 174
2020
Q1 		$218K Buy
+6,365
New +$260K 0.13% 208

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its British American Tobacco (BTI) stake by 12% in Q2 2026, buying an estimated $564K and bringing the position to 86,606 shares worth $5.35M. The position accounts for 0.04% of the portfolio, ranked #343.

Vanguard Personalized Indexing Management first reported a position in BTI in Q1 2020 and has held it in 26 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 86,606 shares of British American Tobacco worth $5.35M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 9,337 British American Tobacco shares in Q2 2026, an estimated $564K.
  • British American Tobacco made up 0.04% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #343 holding.
  • Vanguard Personalized Indexing Management first reported a position in British American Tobacco in Q1 2020 and has held it in 26 quarters since.
  • 904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

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