Vanguard Personalized Indexing Management
DCI icon

Vanguard Personalized Indexing Management’s Donaldson DCI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Buy
13,403
+464
+4% +$39.9K 0.01% 896
2026
Q1 		$1.1M Sell
12,939
-321
-2% -$31K 0.01% 882
2025
Q4 		$1.18M Buy
13,260
+996
+8% +$86.5K 0.01% 835
2025
Q3 		$1M Buy
12,264
+476
+4% +$35.9K 0.01% 898
2025
Q2 		$818K Buy
11,788
+315
+3% +$21.2K 0.01% 962
2025
Q1 		$769K Buy
11,473
+1,632
+17% +$113K 0.01% 918
2024
Q4 		$663K Buy
9,841
+552
+6% +$40.7K 0.01% 976
2024
Q3 		$685K Sell
9,289
-2,075
-18% -$150K 0.01% 945
2024
Q2 		$813K Buy
11,364
+146
+1% +$10.7K 0.02% 773
2024
Q1 		$838K Sell
11,218
-293
-3% -$19.9K 0.02% 750
2023
Q4 		$752K Sell
11,511
-7,241
-39% -$441K 0.02% 787
2023
Q3 		$1.12M Buy
18,752
+1,050
+6% +$65K 0.03% 509
2023
Q2 		$1.11M Sell
17,702
-557
-3% -$34.8K 0.03% 524
2023
Q1 		$1.19M Buy
18,259
+1,192
+7% +$74.9K 0.04% 448
2022
Q4 		$1M Buy
17,067
+6,390
+60% +$366K 0.04% 498
2022
Q3 		$523K Buy
10,677
+2,079
+24% +$109K 0.02% 772
2022
Q2 		$414K Buy
8,598
+4,347
+102% +$219K 0.02% 878
2022
Q1 		$221K Buy
+4,251
New +$231K 0.01% 1082
2021
Q4 		– Sell
-6,327
Closed -$363K – 1070
2021
Q3 		$363K Sell
6,327
-391
-6% -$25.2K 0.03% 685
2021
Q2 		$427K Buy
+6,718
New +$415K 0.04% 559

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Donaldson (DCI) stake by 3.6% in Q2 2026, buying an estimated $39.9K and bringing the position to 13,403 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #896.

Vanguard Personalized Indexing Management first reported a position in DCI in Q2 2021 and has held it in 20 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 13,403 shares of Donaldson worth $1.2M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 464 Donaldson shares in Q2 2026, an estimated $39.9K.
  • Donaldson made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #896 holding.
  • Vanguard Personalized Indexing Management first reported a position in Donaldson in Q2 2021 and has held it in 20 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

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