Vanguard Personalized Indexing Management
FDS icon

Vanguard Personalized Indexing Management’s Factset FDS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.55M Buy
6,719
+701
+12% +$161K 0.01% 763
2026
Q1 		$1.31M Sell
6,018
-543
-8% -$127K 0.01% 800
2025
Q4 		$1.9M Buy
6,561
+3,223
+97% +$905K 0.02% 625
2025
Q3 		$956K Sell
3,338
-447
-12% -$171K 0.01% 929
2025
Q2 		$1.69M Buy
3,785
+213
+6% +$93.3K 0.02% 625
2025
Q1 		$1.62M Buy
3,572
+588
+20% +$268K 0.02% 570
2024
Q4 		$1.43M Buy
2,984
+361
+14% +$172K 0.02% 607
2024
Q3 		$1.21M Sell
2,623
-95
-3% -$40.3K 0.02% 677
2024
Q2 		$1.11M Sell
2,718
-17
-0.6% -$7.22K 0.02% 630
2024
Q1 		$1.24M Buy
2,735
+301
+12% +$140K 0.03% 558
2023
Q4 		$1.16M Sell
2,434
-1,084
-31% -$488K 0.03% 563
2023
Q3 		$1.54M Buy
3,518
+307
+10% +$131K 0.05% 386
2023
Q2 		$1.29M Sell
3,211
-465
-13% -$188K 0.04% 451
2023
Q1 		$1.53M Sell
3,676
-968
-21% -$403K 0.05% 373
2022
Q4 		$1.86M Sell
4,644
-364
-7% -$155K 0.08% 275
2022
Q3 		$2M Buy
5,008
+244
+5% +$103K 0.09% 225
2022
Q2 		$1.83M Buy
4,764
+301
+7% +$118K 0.08% 231
2022
Q1 		$1.94M Buy
4,463
+1,087
+32% +$459K 0.09% 202
2021
Q4 		$1.64M Buy
3,376
+1,022
+43% +$458K 0.1% 214
2021
Q3 		$929K Buy
2,354
+95
+4% +$34.5K 0.08% 246
2021
Q2 		$758K Buy
+2,259
New +$740K 0.08% 313

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Factset (FDS) stake by 12% in Q2 2026, buying an estimated $161K and bringing the position to 6,719 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #763.

Vanguard Personalized Indexing Management first reported a position in FDS in Q2 2021 and has held it in 21 quarters since. The position peaked at $2M in Q3 2022. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Vanguard Personalized Indexing Management held 6,719 shares of Factset worth $1.55M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 701 Factset shares in Q2 2026, an estimated $161K.
  • Factset made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #763 holding.
  • Vanguard Personalized Indexing Management first reported a position in Factset in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's Factset position peaked at $2M in Q3 2022.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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