Vanguard Personalized Indexing Management
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
Q2 		– Sell
-6,004
Closed -$232K – 2253
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Vanguard Personalized Indexing Management sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 6,004 shares — an estimated $232K sold.

Vanguard Personalized Indexing Management first reported a position in EFOR in Q1 2023 and held it in 13 quarters. The position peaked at $726K in Q4 2023. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Vanguard Personalized Indexing Management reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 6,004 Everforth Inc shares in Q2 2026, an estimated $232K.
  • Vanguard Personalized Indexing Management first reported a position in Everforth Inc in Q1 2023 and held it in 13 quarters.
  • Vanguard Personalized Indexing Management's Everforth Inc position peaked at $726K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

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