Vanguard Personalized Indexing Management
EVH icon

Vanguard Personalized Indexing Management’s Evolent Health EVH Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Buy
55,359
+13,556
+32% +$52K ﹤0.01% 1705
2026
Q1 		$95.3K Buy
41,803
+28,406
+212% +$90.1K ﹤0.01% 1954
2025
Q4 		$53.6K Sell
13,397
-1,886
-12% -$10.5K ﹤0.01% 1877
2025
Q3 		$129K Sell
15,283
-2,289
-13% -$22.2K ﹤0.01% 1780
2025
Q2 		$198K Buy
+17,572
New +$161K ﹤0.01% 1638
2025
Q1 		– Sell
-11,118
Closed -$125K – 1866
2024
Q4 		$125K Buy
+11,118
New +$195K ﹤0.01% 1587

Other funds holding EVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Evolent Health (EVH) stake by 32% in Q2 2026, buying an estimated $52K and bringing the position to 55,359 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Vanguard Personalized Indexing Management first reported a position in EVH in Q4 2024 and has held it in 6 quarters since. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Vanguard Personalized Indexing Management held 55,359 shares of Evolent Health worth $300K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 13,556 Evolent Health shares in Q2 2026, an estimated $52K.
  • Evolent Health made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1705 holding.
  • Vanguard Personalized Indexing Management first reported a position in Evolent Health in Q4 2024 and has held it in 6 quarters since.
  • 199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

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