VPIM
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Vanguard Personalized Indexing Management’s Babcock & Wilcox BW Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,792
Closed -$27.5K – 1856
2024
Q4 		$27.5K Buy
16,792
+609
+4% +$1.29K ﹤0.01% 1744
2024
Q3 		$33K Buy
16,183
+1,786
+12% +$2.54K ﹤0.01% 1713
2024
Q2 		$20.9K Buy
+14,397
New +$17.3K ﹤0.01% 1646

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Vanguard Personalized Indexing Management's BW Position: Q1 2025 in Review

Vanguard Personalized Indexing Management sold out of Babcock & Wilcox (BW) in Q1 2025, closing a stake of 16,792 shares — an estimated $27.5K sold.

Vanguard Personalized Indexing Management first reported a position in BW in Q2 2024 and held it in 3 quarters. The position peaked at $33K in Q3 2024. 93 funds tracked by Wall St. Rank hold BW as of Q1 2025.

  • Vanguard Personalized Indexing Management reported no remaining Babcock & Wilcox position as of Q1 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 16,792 Babcock & Wilcox shares in Q1 2025, an estimated $27.5K.
  • Vanguard Personalized Indexing Management first reported a position in Babcock & Wilcox in Q2 2024 and held it in 3 quarters.
  • Vanguard Personalized Indexing Management's Babcock & Wilcox position peaked at $33K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2025, filed 14 May 2025.