Vanguard Personalized Indexing Management
EPR icon

Vanguard Personalized Indexing Management’s EPR Properties EPR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Buy
19,267
+158
+0.8% +$8.98K 0.01% 929
2026
Q1 		$955K Buy
19,109
+291
+2% +$16K 0.01% 957
2025
Q4 		$939K Sell
18,818
-689
-4% -$35.9K 0.01% 949
2025
Q3 		$1.13M Buy
19,507
+347
+2% +$19.5K 0.01% 840
2025
Q2 		$1.12M Buy
19,160
+933
+5% +$49.2K 0.01% 824
2025
Q1 		$959K Buy
18,227
+1,049
+6% +$51.5K 0.01% 805
2024
Q4 		$761K Buy
17,178
+3,951
+30% +$181K 0.01% 913
2024
Q3 		$649K Buy
13,227
+1,115
+9% +$50.9K 0.01% 980
2024
Q2 		$508K Buy
12,112
+406
+3% +$16.7K 0.01% 1026
2024
Q1 		$497K Sell
11,706
-592
-5% -$25.8K 0.01% 1026
2023
Q4 		$596K Sell
12,298
-6,158
-33% -$275K 0.02% 904
2023
Q3 		$767K Buy
18,456
+654
+4% +$28.8K 0.02% 694
2023
Q2 		$833K Buy
17,802
+1,547
+10% +$65.3K 0.03% 652
2023
Q1 		$619K Buy
+16,255
New +$648K 0.02% 771
2022
Q2 		– Sell
-4,136
Closed -$226K – 1286
2022
Q1 		$226K Buy
+4,136
New +$200K 0.01% 1076
2021
Q2 		– Sell
-4,646
Closed -$216K – 931
2021
Q1 		$216K Buy
+4,646
New +$196K 0.03% 651

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its EPR Properties (EPR) stake by 0.83% in Q2 2026, buying an estimated $8.98K and bringing the position to 19,267 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #929.

Vanguard Personalized Indexing Management first reported a position in EPR in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.13M in Q3 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Vanguard Personalized Indexing Management held 19,267 shares of EPR Properties worth $1.12M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 158 EPR Properties shares in Q2 2026, an estimated $8.98K.
  • EPR Properties made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #929 holding.
  • Vanguard Personalized Indexing Management first reported a position in EPR Properties in Q1 2021 and has held it in 16 quarters since.
  • Vanguard Personalized Indexing Management's EPR Properties position peaked at $1.13M in Q3 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

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