VPIM
DFS

Vanguard Personalized Indexing Management’s Discover Financial Services DFS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-37,928
Closed -$6.47M – 1971
2025
Q1 		$6.47M Buy
37,928
+4,413
+13% +$807K 0.1% 184
2024
Q4 		$5.81M Buy
33,515
+1,975
+6% +$324K 0.09% 192
2024
Q3 		$4.42M Buy
31,540
+687
+2% +$92.4K 0.07% 248
2024
Q2 		$4.03M Buy
30,853
+3,389
+12% +$422K 0.08% 226
2024
Q1 		$3.6M Sell
27,464
-7
-0% -$802 0.08% 232
2023
Q4 		$3.09M Buy
27,471
+9,162
+50% +$847K 0.08% 233
2023
Q3 		$1.59M Sell
18,309
-4,249
-19% -$422K 0.05% 377
2023
Q2 		$2.64M Buy
22,558
+1,374
+6% +$144K 0.08% 238
2023
Q1 		$2.09M Buy
21,184
+3,238
+18% +$347K 0.07% 272
2022
Q4 		$1.76M Buy
17,946
+3,572
+25% +$359K 0.07% 295
2022
Q3 		$1.31M Buy
14,374
+521
+4% +$52.7K 0.06% 354
2022
Q2 		$1.31M Buy
13,853
+2,761
+25% +$295K 0.06% 338
2022
Q1 		$1.22M Buy
11,092
+2,243
+25% +$264K 0.06% 346
2021
Q4 		$1.02M Sell
8,849
-1,476
-14% -$175K 0.06% 375
2021
Q3 		$1.27M Buy
10,325
+263
+3% +$33K 0.11% 175
2021
Q2 		$1.19M Sell
10,062
-4,786
-32% -$541K 0.12% 160
2021
Q1 		$1.41M Buy
14,848
+1,297
+10% +$122K 0.21% 95
2020
Q4 		$1.23M Buy
13,551
+290
+2% +$21.6K 0.27% 82
2020
Q3 		$766K Sell
13,261
-684
-5% -$35.8K 0.21% 104
2020
Q2 		$699K Buy
+13,945
New +$613K 0.32% 73

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Vanguard Personalized Indexing Management's DFS Position: Q2 2025 in Review

Vanguard Personalized Indexing Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 37,928 shares — an estimated $6.47M sold.

Vanguard Personalized Indexing Management first reported a position in DFS in Q2 2020 and held it in 20 quarters. The position peaked at $6.47M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Vanguard Personalized Indexing Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 37,928 Discover Financial Services shares in Q2 2025, an estimated $6.47M.
  • Vanguard Personalized Indexing Management first reported a position in Discover Financial Services in Q2 2020 and held it in 20 quarters.
  • Vanguard Personalized Indexing Management's Discover Financial Services position peaked at $6.47M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2025, filed 25 Jul 2025.