Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Dakota Gold DC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio DC Stock Details DC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.1K Sell
15,526
-10,942
-41% -$59.1K ﹤0.01% 2109
2026
Q1 		$134K Buy
+26,468
New +$157K ﹤0.01% 1906

Other funds holding DC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ORP
Orion Resource Partners New York $219M AUM 85.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Dakota Gold (DC) stake by 41% in Q2 2026, selling an estimated $59.1K and leaving 15,526 shares worth $66.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Vanguard Personalized Indexing Management first reported a position in DC in Q1 2026 and has held it in 2 quarters since. The position peaked at $134K in Q1 2026. 182 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 15,526 shares of Dakota Gold worth $66.1K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 10,942 Dakota Gold shares in Q2 2026, an estimated $59.1K.
  • Dakota Gold made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #2109 holding.
  • Vanguard Personalized Indexing Management first reported a position in Dakota Gold in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Personalized Indexing Management's Dakota Gold position peaked at $134K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

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