Vanguard Personalized Indexing Management
C icon

Vanguard Personalized Indexing Management’s Citigroup C Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.8M Buy
262,954
+6,575
+3% +$856K 0.3% 55
2026
Q1 		$29.1M Buy
256,379
+11,805
+5% +$1.34M 0.29% 52
2025
Q4 		$28.5M Buy
244,574
+5,673
+2% +$589K 0.28% 54
2025
Q3 		$24.3M Buy
238,901
+625
+0.3% +$59.3K 0.25% 59
2025
Q2 		$20.3M Buy
238,276
+25,303
+12% +$1.83M 0.23% 70
2025
Q1 		$15.1M Buy
212,973
+10,114
+5% +$771K 0.22% 77
2024
Q4 		$14.3M Buy
202,859
+15,848
+8% +$1.07M 0.22% 71
2024
Q3 		$11.7M Buy
187,011
+10,671
+6% +$660K 0.19% 90
2024
Q2 		$11.1M Buy
176,340
+24,146
+16% +$1.49M 0.21% 75
2024
Q1 		$9.62M Buy
152,194
+11,622
+8% +$647K 0.21% 79
2023
Q4 		$7.23M Buy
140,572
+60,826
+76% +$2.69M 0.19% 91
2023
Q3 		$3.28M Sell
79,746
-40,912
-34% -$1.8M 0.1% 193
2023
Q2 		$5.56M Buy
120,658
+17,728
+17% +$830K 0.17% 98
2023
Q1 		$4.83M Buy
102,930
+25,462
+33% +$1.25M 0.17% 109
2022
Q4 		$3.5M Sell
77,468
-24,465
-24% -$1.11M 0.14% 135
2022
Q3 		$4.25M Buy
101,933
+5,122
+5% +$253K 0.19% 89
2022
Q2 		$4.45M Buy
96,811
+49,401
+104% +$2.47M 0.21% 83
2022
Q1 		$2.53M Buy
47,410
+14,690
+45% +$907K 0.12% 150
2021
Q4 		$1.98M Sell
32,720
-12,857
-28% -$855K 0.12% 170
2021
Q3 		$3.2M Buy
45,577
+23,974
+111% +$1.68M 0.29% 59
2021
Q2 		$1.53M Buy
21,603
+3,051
+16% +$226K 0.16% 127
2021
Q1 		$1.35M Buy
18,552
+8,511
+85% +$568K 0.2% 102
2020
Q4 		$619K Buy
10,041
+89
+0.9% +$4.52K 0.13% 173
2020
Q3 		$429K Buy
9,952
+1,673
+20% +$83.3K 0.12% 203
2020
Q2 		$423K Buy
+8,279
New +$393K 0.19% 128

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Citigroup (C) stake by 2.6% in Q2 2026, buying an estimated $856K and bringing the position to 262,954 shares worth $36.8M. The position accounts for 0.3% of the portfolio, ranked #55.

Vanguard Personalized Indexing Management first reported a position in C in Q2 2020 and has held it in 25 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Vanguard Personalized Indexing Management held 262,954 shares of Citigroup worth $36.8M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 6,575 Citigroup shares in Q2 2026, an estimated $856K.
  • Citigroup made up 0.3% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #55 holding.
  • Vanguard Personalized Indexing Management first reported a position in Citigroup in Q2 2020 and has held it in 25 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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