Vanguard Personalized Indexing Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Buy	3,536 +139	+4%	+$10.3K	﹤0.01%	1762
2026 Q1	$238K	Sell	3,397 -625	-16%	-$44.8K	﹤0.01%	1734
2025 Q4	$279K	Buy	4,022 +882	+28%	+$60.6K	﹤0.01%	1563
2025 Q3	$214K	Hold	3,140	–	–	﹤0.01%	1668
2025 Q2	$201K	Buy	+3,140	New	+$191K	﹤0.01%	1633
2025 Q1	–	Sell	-7,996	Closed	-$490K	–	1862
2024 Q4	$490K	Buy	7,996 +4,298	+116%	+$271K	0.01%	1124
2024 Q3	$232K	Sell	3,698 -340	-8%	-$20.5K	﹤0.01%	1469
2024 Q2	$233K	Sell	4,038 -153	-4%	-$8.74K	﹤0.01%	1388
2024 Q1	$243K	Sell	4,191 -597	-12%	-$33.1K	0.01%	1369
2023 Q4	$258K	Sell	4,788 -697	-13%	-$35.3K	0.01%	1298
2023 Q3	$272K	Buy	+5,485	New	+$284K	0.01%	1158

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 4.1% in Q2 2026, buying an estimated $10.3K and bringing the position to 3,536 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Vanguard Personalized Indexing Management first reported a position in DGRO in Q3 2023 and has held it in 11 quarters since. The position peaked at $490K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Vanguard Personalized Indexing Management held 3,536 shares of iShares Core Dividend Growth ETF worth $268K as of Q2 2026.
Vanguard Personalized Indexing Management bought 139 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $10.3K.
iShares Core Dividend Growth ETF made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1762 holding.
Vanguard Personalized Indexing Management first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 11 quarters since.
Vanguard Personalized Indexing Management's iShares Core Dividend Growth ETF position peaked at $490K in Q4 2024.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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