Vanguard Personalized Indexing Management
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
Q2 		$1.43M Sell
7,957
-192
-2% -$41.4K 0.01% 792
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Five Below (FIVE) stake by 2.4% in Q2 2026, selling an estimated $41.4K and leaving 7,957 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #792.

Vanguard Personalized Indexing Management first reported a position in FIVE in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.86M in Q1 2026. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Vanguard Personalized Indexing Management held 7,957 shares of Five Below worth $1.43M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 192 Five Below shares in Q2 2026, an estimated $41.4K.
  • Five Below made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #792 holding.
  • Vanguard Personalized Indexing Management first reported a position in Five Below in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's Five Below position peaked at $1.86M in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

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