Vanguard Personalized Indexing Management
FHI icon

Vanguard Personalized Indexing Management’s Federated Hermes FHI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.68M Sell
30,454
-1,126
-4% -$63.7K 0.01% 729
2026
Q1 		$1.79M Buy
31,580
+1,270
+4% +$69.6K 0.02% 646
2025
Q4 		$1.58M Buy
30,310
+1,539
+5% +$78.2K 0.02% 692
2025
Q3 		$1.49M Buy
28,771
+2,350
+9% +$119K 0.02% 716
2025
Q2 		$1.17M Buy
26,421
+4,774
+22% +$196K 0.01% 803
2025
Q1 		$883K Buy
21,647
+1,023
+5% +$39.9K 0.01% 852
2024
Q4 		$848K Buy
20,624
+2,090
+11% +$84.4K 0.01% 852
2024
Q3 		$681K Sell
18,534
-438
-2% -$15K 0.01% 947
2024
Q2 		$624K Buy
18,972
+4,117
+28% +$138K 0.01% 933
2024
Q1 		$537K Sell
14,855
-1,994
-12% -$70.1K 0.01% 985
2023
Q4 		$571K Buy
16,849
+4,570
+37% +$149K 0.01% 923
2023
Q3 		$416K Buy
12,279
+3,270
+36% +$113K 0.01% 966
2023
Q2 		$323K Sell
9,009
-361
-4% -$14K 0.01% 1092
2023
Q1 		$376K Buy
9,370
+2,054
+28% +$80.6K 0.01% 1008
2022
Q4 		$266K Buy
7,316
+1,099
+18% +$38.5K 0.01% 1019
2022
Q3 		$206K Sell
6,217
-924
-13% -$31.5K 0.01% 1104
2022
Q2 		$227K Buy
+7,141
New +$226K 0.01% 1092

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Federated Hermes (FHI) stake by 3.6% in Q2 2026, selling an estimated $63.7K and leaving 30,454 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #729.

Vanguard Personalized Indexing Management first reported a position in FHI in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.79M in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 30,454 shares of Federated Hermes worth $1.68M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,126 Federated Hermes shares in Q2 2026, an estimated $63.7K.
  • Federated Hermes made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #729 holding.
  • Vanguard Personalized Indexing Management first reported a position in Federated Hermes in Q2 2022 and has held it in 17 quarters since.
  • Vanguard Personalized Indexing Management's Federated Hermes position peaked at $1.79M in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

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