Vanguard Personalized Indexing Management’s DoubleVerify DV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$114K	Buy	+11,988	New	+$123K	﹤0.01%	1935
2025 Q4	–	Sell	-13,561	Closed	-$162K	–	2003
2025 Q3	$162K	Buy	13,561 +1,403	+12%	+$20.8K	﹤0.01%	1748
2025 Q2	$182K	Buy	+12,158	New	+$167K	﹤0.01%	1649
2024 Q3	–	Sell	-12,453	Closed	-$242K	–	1789
2024 Q2	$242K	Buy	12,453 +1,684	+16%	+$40.7K	﹤0.01%	1372
2024 Q1	$379K	Buy	10,769 +696	+7%	+$25.9K	0.01%	1156
2023 Q4	$370K	Buy	+10,073	New	+$314K	0.01%	1143

Other funds holding DV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return