Vanguard Personalized Indexing Management
DEO icon

Vanguard Personalized Indexing Management’s Diageo DEO Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Buy
22,834
+9,815
+75% +$792K 0.02% 690
2026
Q1 		$969K Sell
13,019
-4,256
-25% -$371K 0.01% 943
2025
Q4 		$1.49M Buy
17,275
+60
+0.3% +$5.53K 0.01% 718
2025
Q3 		$1.64M Buy
17,215
+610
+4% +$64K 0.02% 665
2025
Q2 		$1.67M Buy
16,605
+965
+6% +$105K 0.02% 631
2025
Q1 		$1.64M Sell
15,640
-2,091
-12% -$236K 0.02% 567
2024
Q4 		$2.25M Buy
17,731
+1,829
+12% +$233K 0.03% 445
2024
Q3 		$2.23M Buy
15,902
+2,458
+18% +$319K 0.04% 438
2024
Q2 		$1.7M Sell
13,444
-274
-2% -$37.7K 0.03% 461
2024
Q1 		$2.04M Buy
13,718
+3,249
+31% +$476K 0.04% 390
2023
Q4 		$1.52M Sell
10,469
-749
-7% -$111K 0.04% 443
2023
Q3 		$1.67M Buy
11,218
+1,391
+14% +$233K 0.05% 359
2023
Q2 		$1.7M Buy
9,827
+505
+5% +$90.2K 0.05% 354
2023
Q1 		$1.69M Buy
9,322
+935
+11% +$165K 0.06% 338
2022
Q4 		$1.49M Sell
8,387
-994
-11% -$174K 0.06% 357
2022
Q3 		$1.59M Buy
9,381
+3,211
+52% +$575K 0.07% 286
2022
Q2 		$1.07M Buy
6,170
+33
+0.5% +$6.28K 0.05% 431
2022
Q1 		$1.24M Buy
6,137
+949
+18% +$190K 0.06% 341
2021
Q4 		$1.14M Buy
5,188
+1,318
+34% +$270K 0.07% 324
2021
Q3 		$747K Buy
3,870
+394
+11% +$76.3K 0.07% 323
2021
Q2 		$666K Buy
3,476
+415
+14% +$77.2K 0.07% 358
2021
Q1 		$503K Buy
3,061
+261
+9% +$42.7K 0.08% 318
2020
Q4 		$445K Buy
2,800
+645
+30% +$96.2K 0.1% 245
2020
Q3 		$297K Buy
2,155
+94
+5% +$13K 0.08% 289
2020
Q2 		$277K Buy
+2,061
New +$283K 0.13% 207

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Diageo (DEO) stake by 75% in Q2 2026, buying an estimated $792K and bringing the position to 22,834 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #690.

Vanguard Personalized Indexing Management first reported a position in DEO in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.25M in Q4 2024. 721 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Vanguard Personalized Indexing Management held 22,834 shares of Diageo worth $1.84M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 9,815 Diageo shares in Q2 2026, an estimated $792K.
  • Diageo made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #690 holding.
  • Vanguard Personalized Indexing Management first reported a position in Diageo in Q2 2020 and has held it in 25 quarters since.
  • Vanguard Personalized Indexing Management's Diageo position peaked at $2.25M in Q4 2024.
  • 721 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

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