VPIM
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Vanguard Personalized Indexing Management’s Everest Group EG Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.28M Buy
3,903
+713
+22% +$235K 0.01% 814
2025
Q4 		$1.08M Sell
3,190
-1,783
-36% -$589K 0.01% 872
2025
Q3 		$1.74M Sell
4,973
-6
-0.1% -$2.03K 0.02% 639
2025
Q2 		$1.69M Buy
4,979
+91
+2% +$31.4K 0.02% 626
2025
Q1 		$1.78M Sell
4,888
-284
-5% -$100K 0.03% 535
2024
Q4 		$1.87M Buy
5,172
+778
+18% +$291K 0.03% 499
2024
Q3 		$1.72M Buy
4,394
+1,414
+47% +$539K 0.03% 521
2024
Q2 		$1.11M Buy
2,980
+864
+41% +$327K 0.02% 629
2024
Q1 		$841K Sell
2,116
-1,256
-37% -$471K 0.02% 747
2023
Q4 		$1.19M Sell
3,372
-825
-20% -$319K 0.03% 547
2023
Q3 		$1.56M Buy
4,197
+160
+4% +$58.1K 0.05% 380
2023
Q2 		$1.38M Buy
4,037
+112
+3% +$40.4K 0.04% 432
2023
Q1 		$1.41M Sell
3,925
-70
-2% -$25.2K 0.05% 393
2022
Q4 		$1.32M Buy
3,995
+178
+5% +$55.5K 0.05% 401
2022
Q3 		$1M Sell
3,817
-236
-6% -$63.9K 0.05% 475
2022
Q2 		$1.14M Buy
4,053
+662
+20% +$187K 0.05% 403
2022
Q1 		$1.02M Buy
3,391
+325
+11% +$93.4K 0.05% 437
2021
Q4 		$840K Buy
3,066
+115
+4% +$31.1K 0.05% 480
2021
Q3 		$740K Buy
+2,951
New +$757K 0.07% 329
2021
Q2 		– Sell
-2,395
Closed -$594K – 928
2021
Q1 		$594K Sell
2,395
-283
-11% -$67.4K 0.09% 266
2020
Q4 		$627K Sell
2,678
-153
-5% -$33.8K 0.14% 172
2020
Q3 		$559K Sell
2,831
-964
-25% -$206K 0.16% 159
2020
Q2 		$783K Sell
3,795
-2,417
-39% -$471K 0.36% 60
2020
Q1 		$1.2M Buy
+6,212
New +$1.59M 0.7% 31

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Everest Group (EG) stake by 22% in Q1 2026, buying an estimated $235K and bringing the position to 3,903 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #814.

Vanguard Personalized Indexing Management first reported a position in EG in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.87M in Q4 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Vanguard Personalized Indexing Management held 3,903 shares of Everest Group worth $1.28M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 713 Everest Group shares in Q1 2026, an estimated $235K.
  • Everest Group made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #814 holding.
  • Vanguard Personalized Indexing Management first reported a position in Everest Group in Q1 2020 and has held it in 24 quarters since.
  • Vanguard Personalized Indexing Management's Everest Group position peaked at $1.87M in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

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