VPIM
EFOR

Vanguard Personalized Indexing Management’s Everforth Inc EFOR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$232K Buy
6,004
+651
+12% +$29K ﹤0.01% 1743
2025
Q4 		$258K Buy
5,353
+954
+22% +$44K ﹤0.01% 1593
2025
Q3 		$208K Buy
4,399
+263
+6% +$13.4K ﹤0.01% 1684
2025
Q2 		$207K Sell
4,136
-2,643
-39% -$144K ﹤0.01% 1614
2025
Q1 		$427K Buy
6,779
+2,053
+43% +$158K 0.01% 1184
2024
Q4 		$394K Sell
4,726
-1,589
-25% -$145K 0.01% 1225
2024
Q3 		$589K Sell
6,315
-344
-5% -$31.9K 0.01% 1020
2024
Q2 		$587K Buy
6,659
+658
+11% +$62.9K 0.01% 963
2024
Q1 		$629K Sell
6,001
-1,546
-20% -$149K 0.01% 890
2023
Q4 		$726K Buy
7,547
+3,207
+74% +$280K 0.02% 806
2023
Q3 		$354K Buy
4,340
+830
+24% +$66.1K 0.01% 1051
2023
Q2 		$265K Sell
3,510
-2,773
-44% -$199K 0.01% 1199
2023
Q1 		$519K Buy
+6,283
New +$545K 0.02% 852

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Vanguard Personalized Indexing Management's EFOR Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Everforth Inc (EFOR) stake by 12% in Q1 2026, buying an estimated $29K and bringing the position to 6,004 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Vanguard Personalized Indexing Management first reported a position in EFOR in Q1 2023 and has held it in 13 quarters since. The position peaked at $726K in Q4 2023. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Vanguard Personalized Indexing Management held 6,004 shares of Everforth Inc worth $232K as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 651 Everforth Inc shares in Q1 2026, an estimated $29K.
  • Everforth Inc made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1743 holding.
  • Vanguard Personalized Indexing Management first reported a position in Everforth Inc in Q1 2023 and has held it in 13 quarters since.
  • Vanguard Personalized Indexing Management's Everforth Inc position peaked at $726K in Q4 2023.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.