Vanguard Personalized Indexing Management
EFX icon

Vanguard Personalized Indexing Management’s Equifax EFX Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9M Sell
11,948
-1,455
-11% -$248K 0.02% 669
2026
Q1 		$2.41M Buy
13,403
+81
+0.6% +$16.1K 0.02% 542
2025
Q4 		$2.89M Sell
13,322
-1,300
-9% -$285K 0.03% 473
2025
Q3 		$3.75M Buy
14,622
+243
+2% +$61.1K 0.04% 386
2025
Q2 		$3.73M Buy
14,379
+2,548
+22% +$648K 0.04% 369
2025
Q1 		$2.88M Buy
11,831
+527
+5% +$132K 0.04% 378
2024
Q4 		$2.88M Sell
11,304
-840
-7% -$225K 0.04% 360
2024
Q3 		$3.57M Buy
12,144
+1,852
+18% +$522K 0.06% 296
2024
Q2 		$2.5M Buy
10,292
+2,011
+24% +$480K 0.05% 351
2024
Q1 		$2.22M Buy
8,281
+1,643
+25% +$418K 0.05% 365
2023
Q4 		$1.64M Sell
6,638
-1,343
-17% -$272K 0.04% 419
2023
Q3 		$1.46M Sell
7,981
-720
-8% -$147K 0.04% 402
2023
Q2 		$2.05M Buy
8,701
+93
+1% +$19.6K 0.06% 306
2023
Q1 		$1.75M Buy
8,608
+100
+1% +$20.8K 0.06% 333
2022
Q4 		$1.65M Buy
8,508
+2,251
+36% +$411K 0.07% 319
2022
Q3 		$1.07M Buy
6,257
+397
+7% +$77.8K 0.05% 445
2022
Q2 		$1.07M Sell
5,860
-1,166
-17% -$233K 0.05% 433
2022
Q1 		$1.67M Buy
7,026
+1,395
+25% +$329K 0.08% 238
2021
Q4 		$1.65M Buy
5,631
+874
+18% +$243K 0.1% 213
2021
Q3 		$1.21M Buy
4,757
+363
+8% +$94.3K 0.11% 187
2021
Q2 		$1.05M Buy
4,394
+2,903
+195% +$649K 0.11% 186
2021
Q1 		$270K Buy
+1,491
New +$263K 0.04% 546

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Equifax (EFX) stake by 11% in Q2 2026, selling an estimated $248K and leaving 11,948 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #669.

Vanguard Personalized Indexing Management first reported a position in EFX in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.75M in Q3 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Vanguard Personalized Indexing Management held 11,948 shares of Equifax worth $1.9M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,455 Equifax shares in Q2 2026, an estimated $248K.
  • Equifax made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #669 holding.
  • Vanguard Personalized Indexing Management first reported a position in Equifax in Q1 2021 and has held it in 22 quarters since.
  • Vanguard Personalized Indexing Management's Equifax position peaked at $3.75M in Q3 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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