Vanguard Personalized Indexing Management
EVO icon

Vanguard Personalized Indexing Management’s Evotec EVO Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio EVO Stock Details EVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.1K Sell
13,596
-6,519
-32% -$18.8K ﹤0.01% 2164
2026
Q1 		$50.3K Buy
20,115
+9,445
+89% +$30.4K ﹤0.01% 2053
2025
Q4 		$32.9K Buy
+10,670
New +$36.6K ﹤0.01% 1917
2025
Q1 		– Sell
-12,836
Closed -$53.4K – 1867
2024
Q4 		$53.4K Buy
+12,836
New +$53.9K ﹤0.01% 1693
2024
Q3 		– Sell
-19,233
Closed -$87.1K – 1790
2024
Q2 		$87.1K Buy
+19,233
New +$108K ﹤0.01% 1545

Other funds holding EVO

DA
DCF Advisers Greenwich, Connecticut $566M AUM 197.74% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
FC
Fore Capital New York $338M AUM 10.07% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Evotec (EVO) stake by 32% in Q2 2026, selling an estimated $18.8K and leaving 13,596 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

Vanguard Personalized Indexing Management first reported a position in EVO in Q2 2024 and has held it in 5 quarters since. The position peaked at $87.1K in Q2 2024. 34 funds tracked by Wall St. Rank hold EVO as of Q2 2026.

  • Vanguard Personalized Indexing Management held 13,596 shares of Evotec worth $38.1K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 6,519 Evotec shares in Q2 2026, an estimated $18.8K.
  • Evotec made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #2164 holding.
  • Vanguard Personalized Indexing Management first reported a position in Evotec in Q2 2024 and has held it in 5 quarters since.
  • Vanguard Personalized Indexing Management's Evotec position peaked at $87.1K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Evotec as of Q2 2026.

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