VPIM
FIVE icon

Vanguard Personalized Indexing Management’s Five Below FIVE Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.86M Hold
8,149
– – 0.02% 631
2025
Q4 		$1.53M Buy
8,149
+332
+4% +$54K 0.02% 703
2025
Q3 		$1.21M Buy
7,817
+1,072
+16% +$152K 0.01% 811
2025
Q2 		$885K Buy
6,745
+334
+5% +$32.5K 0.01% 919
2025
Q1 		$480K Sell
6,411
-525
-8% -$46.1K 0.01% 1138
2024
Q4 		$728K Buy
6,936
+29
+0.4% +$2.77K 0.01% 936
2024
Q3 		$610K Buy
6,907
+3,478
+101% +$293K 0.01% 1008
2024
Q2 		$374K Sell
3,429
-1,146
-25% -$159K 0.01% 1162
2024
Q1 		$830K Sell
4,575
-926
-17% -$178K 0.02% 752
2023
Q4 		$1.17M Buy
5,501
+2,231
+68% +$410K 0.03% 558
2023
Q3 		$526K Buy
3,270
+71
+2% +$13K 0.02% 857
2023
Q2 		$629K Sell
3,199
-2,338
-42% -$457K 0.02% 791
2023
Q1 		$1.14M Buy
5,537
+2,939
+113% +$579K 0.04% 468
2022
Q4 		$460K Sell
2,598
-1,963
-43% -$309K 0.02% 833
2022
Q3 		$628K Buy
4,561
+2,297
+101% +$302K 0.03% 689
2022
Q2 		$257K Sell
2,264
-2,913
-56% -$419K 0.01% 1030
2022
Q1 		$820K Buy
5,177
+3,733
+259% +$623K 0.04% 571
2021
Q4 		$299K Sell
1,444
-869
-38% -$171K 0.02% 863
2021
Q3 		$409K Sell
2,313
-88
-4% -$17.5K 0.04% 619
2021
Q2 		$464K Buy
+2,401
New +$459K 0.05% 516

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Vanguard Personalized Indexing Management held its Five Below (FIVE) position steady in Q1 2026 at 8,149 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #631.

Vanguard Personalized Indexing Management first reported a position in FIVE in Q2 2021 and has held it in 20 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Vanguard Personalized Indexing Management held 8,149 shares of Five Below worth $1.86M as of Q1 2026.
  • Vanguard Personalized Indexing Management left its Five Below share count unchanged in Q1 2026.
  • Five Below made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #631 holding.
  • Vanguard Personalized Indexing Management first reported a position in Five Below in Q2 2021 and has held it in 20 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

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