Vanguard Personalized Indexing Management
ELV icon

Vanguard Personalized Indexing Management’s Elevance Health ELV Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3M Buy
31,866
+5,690
+22% +$2.11M 0.1% 151
2026
Q1 		$7.66M Sell
26,176
-4,204
-14% -$1.38M 0.08% 225
2025
Q4 		$10.6M Buy
30,380
+750
+3% +$253K 0.1% 156
2025
Q3 		$9.58M Sell
29,630
-6,617
-18% -$2.06M 0.1% 167
2025
Q2 		$14.1M Buy
36,247
+1,278
+4% +$514K 0.16% 110
2025
Q1 		$15.2M Buy
34,969
+8,318
+31% +$3.34M 0.22% 76
2024
Q4 		$9.83M Sell
26,651
-1,980
-7% -$829K 0.15% 102
2024
Q3 		$14.9M Buy
28,631
+1,894
+7% +$1.01M 0.24% 64
2024
Q2 		$14.5M Buy
26,737
+4,857
+22% +$2.57M 0.28% 51
2024
Q1 		$11.3M Buy
21,880
+2,185
+11% +$1.09M 0.24% 65
2023
Q4 		$9.29M Buy
19,695
+2,192
+13% +$1.01M 0.24% 64
2023
Q3 		$7.62M Sell
17,503
-491
-3% -$223K 0.23% 71
2023
Q2 		$7.99M Buy
17,994
+1,103
+7% +$509K 0.24% 63
2023
Q1 		$7.77M Buy
16,891
+1,900
+13% +$904K 0.27% 60
2022
Q4 		$7.69M Buy
14,991
+510
+4% +$259K 0.32% 49
2022
Q3 		$6.58M Buy
14,481
+1,283
+10% +$614K 0.3% 55
2022
Q2 		$6.37M Buy
13,198
+2,958
+29% +$1.46M 0.3% 53
2022
Q1 		$5.03M Buy
10,240
+2,163
+27% +$989K 0.24% 69
2021
Q4 		$3.74M Buy
8,077
+2,813
+53% +$1.18M 0.22% 78
2021
Q3 		$1.96M Buy
5,264
+387
+8% +$147K 0.18% 113
2021
Q2 		$1.86M Buy
4,877
+1,140
+31% +$436K 0.19% 106
2021
Q1 		$1.34M Buy
3,737
+741
+25% +$238K 0.2% 103
2020
Q4 		$962K Buy
2,996
+411
+16% +$126K 0.21% 103
2020
Q3 		$694K Buy
2,585
+433
+20% +$117K 0.19% 126
2020
Q2 		$566K Sell
2,152
-453
-17% -$121K 0.26% 97
2020
Q1 		$591K Buy
+2,605
New +$710K 0.34% 81

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Elevance Health (ELV) stake by 22% in Q2 2026, buying an estimated $2.11M and bringing the position to 31,866 shares worth $12.3M. The position accounts for 0.1% of the portfolio, ranked #151.

Vanguard Personalized Indexing Management first reported a position in ELV in Q1 2020 and has held it in 26 quarters since. The position peaked at $15.2M in Q1 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Vanguard Personalized Indexing Management held 31,866 shares of Elevance Health worth $12.3M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 5,690 Elevance Health shares in Q2 2026, an estimated $2.11M.
  • Elevance Health made up 0.1% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #151 holding.
  • Vanguard Personalized Indexing Management first reported a position in Elevance Health in Q1 2020 and has held it in 26 quarters since.
  • Vanguard Personalized Indexing Management's Elevance Health position peaked at $15.2M in Q1 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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