Vanguard Personalized Indexing Management
BTSG icon

Vanguard Personalized Indexing Management’s BrightSpring Health Services BTSG Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$767K Buy
10,994
+2,076
+23% +$115K 0.01% 1142
2026
Q1 		$380K Buy
+8,918
New +$359K ﹤0.01% 1474

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 BTSG Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its BrightSpring Health Services (BTSG) stake by 23% in Q2 2026, buying an estimated $115K and bringing the position to 10,994 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #1142.

Vanguard Personalized Indexing Management first reported a position in BTSG in Q1 2026 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Vanguard Personalized Indexing Management held 10,994 shares of BrightSpring Health Services worth $767K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 2,076 BrightSpring Health Services shares in Q2 2026, an estimated $115K.
  • BrightSpring Health Services made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1142 holding.
  • Vanguard Personalized Indexing Management first reported a position in BrightSpring Health Services in Q1 2026 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

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