Vanguard Personalized Indexing Management
CIO

Vanguard Personalized Indexing Management’s City Office REIT CIO Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-24,361
Closed -$170K – 2179
2025
Q4 		$170K Sell
24,361
-442
-2% -$3.06K ﹤0.01% 1750
2025
Q3 		$173K Hold
24,803
– – ﹤0.01% 1737
2025
Q2 		$132K Buy
24,803
+1,166
+5% +$5.84K ﹤0.01% 1695
2025
Q1 		$123K Buy
23,637
+27
+0.1% +$139 ﹤0.01% 1589
2024
Q4 		$130K Buy
23,610
+757
+3% +$4.16K ﹤0.01% 1580
2024
Q3 		$133K Buy
22,853
+3,402
+17% +$19.2K ﹤0.01% 1578
2024
Q2 		$96.9K Buy
19,451
+3,391
+21% +$16.3K ﹤0.01% 1530
2024
Q1 		$83.7K Buy
16,060
+164
+1% +$826 ﹤0.01% 1530
2023
Q4 		$97.1K Buy
+15,896
New +$74.1K ﹤0.01% 1471

Other funds holding CIO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Vanguard Personalized Indexing Management's CIO Position: Q1 2026 in Review

Vanguard Personalized Indexing Management sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 24,361 shares — an estimated $170K sold.

Vanguard Personalized Indexing Management first reported a position in CIO in Q4 2023 and held it in 9 quarters. The position peaked at $173K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

  • Vanguard Personalized Indexing Management reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 24,361 City Office REIT shares in Q1 2026, an estimated $170K.
  • Vanguard Personalized Indexing Management first reported a position in City Office REIT in Q4 2023 and held it in 9 quarters.
  • Vanguard Personalized Indexing Management's City Office REIT position peaked at $173K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.