Vanguard Personalized Indexing Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$535K	Hold	3,754	–	–	﹤0.01%	1352
2026 Q1	$455K	Hold	3,754	–	–	﹤0.01%	1361
2025 Q4	$484K	Hold	3,754	–	–	﹤0.01%	1262
2025 Q3	$473K	Hold	3,754	–	–	﹤0.01%	1263
2025 Q2	$436K	Hold	3,754	–	–	﹤0.01%	1266
2025 Q1	$384K	Hold	3,754	–	–	0.01%	1235
2024 Q4	$414K	Hold	3,754	–	–	0.01%	1200
2024 Q3	$408K	Hold	3,754	–	–	0.01%	1196
2024 Q2	$390K	Buy	+3,754	New	+$376K	0.01%	1146
2022 Q2	–	Sell	-2,648	Closed	-$229K	–	1282
2022 Q1	$229K	Hold	2,648	–	–	0.01%	1071
2021 Q4	$246K	Hold	2,648	–	–	0.01%	931
2021 Q3	$220K	Hold	2,648	–	–	0.02%	895
2021 Q2	$219K	Hold	2,648	–	–	0.02%	861
2021 Q1	$202K	Sell	2,648 -1,106	-29%	-$81.9K	0.03%	673
2020 Q4	$269K	Hold	3,754	–	–	0.06%	408
2020 Q3	$240K	Buy	+3,754	New	+$237K	0.07%	348

Other funds holding DSI

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Vanguard Personalized Indexing Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 3,754 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Vanguard Personalized Indexing Management first reported a position in DSI in Q3 2020 and has held it in 16 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Vanguard Personalized Indexing Management held 3,754 shares of iShares MSCI KLD 400 Social ETF worth $535K as of Q2 2026.
Vanguard Personalized Indexing Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1352 holding.
Vanguard Personalized Indexing Management first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2020 and has held it in 16 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

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