Vanguard Personalized Indexing Management’s Expand Energy Corp EXE Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio EXE Stock Details EXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.49M	Sell	13,590 -1,018	-7%	-$109K	0.01%	735
2025 Q4	$1.61M	Buy	14,608 +1,612	+12%	+$179K	0.02%	682
2025 Q3	$1.38M	Sell	12,996 -5,328	-29%	-$535K	0.01%	753
2025 Q2	$2.15M	Buy	18,324 +1,425	+8%	+$159K	0.02%	547
2025 Q1	$1.88M	Buy	16,899 +1,964	+13%	+$204K	0.03%	510
2024 Q4	$1.49M	Buy	+14,935	New	+$1.38M	0.02%	587
2023 Q1	–	Sell	-2,364	Closed	-$223K	–	1510
2022 Q4	$223K	Sell	2,364 -46	-2%	-$4.56K	0.01%	1102
2022 Q3	$227K	Sell	2,410 -334	-12%	-$31.4K	0.01%	1066
2022 Q2	$223K	Sell	2,744 -1,168	-30%	-$106K	0.01%	1104
2022 Q1	$340K	Buy	+3,912	New	+$287K	0.02%	960

Other funds holding EXE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Expand Energy Corp (EXE) stake by 7% in Q1 2026, selling an estimated $109K and leaving 13,590 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #735.

Vanguard Personalized Indexing Management first reported a position in EXE in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.15M in Q2 2025. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Vanguard Personalized Indexing Management held 13,590 shares of Expand Energy Corp worth $1.49M as of Q1 2026.
Vanguard Personalized Indexing Management sold 1,018 Expand Energy Corp shares in Q1 2026, an estimated $109K.
Expand Energy Corp made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #735 holding.
Vanguard Personalized Indexing Management first reported a position in Expand Energy Corp in Q1 2022 and has held it in 10 quarters since.
Vanguard Personalized Indexing Management's Expand Energy Corp position peaked at $2.15M in Q2 2025.
889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

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