Vanguard Personalized Indexing Management
DVA icon

Vanguard Personalized Indexing Management’s DaVita DVA Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.57M Sell
7,058
-12
-0.2% -$2.18K 0.01% 758
2026
Q1 		$1.09M Buy
7,070
+1,357
+24% +$184K 0.01% 885
2025
Q4 		$649K Sell
5,713
-320
-5% -$38.9K 0.01% 1112
2025
Q3 		$802K Sell
6,033
-181
-3% -$24.9K 0.01% 1016
2025
Q2 		$885K Buy
6,214
+713
+13% +$101K 0.01% 918
2025
Q1 		$841K Buy
5,501
+226
+4% +$35.5K 0.01% 876
2024
Q4 		$789K Buy
5,275
+17
+0.3% +$2.67K 0.01% 889
2024
Q3 		$862K Buy
5,258
+320
+6% +$47.3K 0.01% 836
2024
Q2 		$671K Buy
4,938
+1,160
+31% +$160K 0.01% 879
2024
Q1 		$521K Buy
3,778
+260
+7% +$31.2K 0.01% 1001
2023
Q4 		$368K Sell
3,518
-236
-6% -$21.8K 0.01% 1146
2023
Q3 		$355K Buy
3,754
+54
+1% +$5.51K 0.01% 1050
2023
Q2 		$372K Buy
3,700
+498
+16% +$46.2K 0.01% 1025
2023
Q1 		$260K Buy
3,202
+315
+11% +$25.2K 0.01% 1188
2022
Q4 		$216K Sell
2,887
-1,114
-28% -$86.5K 0.01% 1121
2022
Q3 		$331K Sell
4,001
-1,693
-30% -$148K 0.02% 928
2022
Q2 		$455K Buy
5,694
+2,954
+108% +$299K 0.02% 854
2022
Q1 		$310K Buy
2,740
+714
+35% +$80.2K 0.02% 987
2021
Q4 		$230K Buy
+2,026
New +$218K 0.01% 949
2021
Q3 		– Sell
-2,724
Closed -$328K – 1003
2021
Q2 		$328K Buy
+2,724
New +$322K 0.03% 691

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its DaVita (DVA) stake by 0.17% in Q2 2026, selling an estimated $2.18K and leaving 7,058 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #758.

Vanguard Personalized Indexing Management first reported a position in DVA in Q2 2021 and has held it in 20 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Vanguard Personalized Indexing Management held 7,058 shares of DaVita worth $1.57M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 12 DaVita shares in Q2 2026, an estimated $2.18K.
  • DaVita made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #758 holding.
  • Vanguard Personalized Indexing Management first reported a position in DaVita in Q2 2021 and has held it in 20 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

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