VPIM
FNDB icon

Vanguard Personalized Indexing Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio FNDB Stock Details FNDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,786
Closed -$340K – 2194
2025
Q4 		$340K Hold
12,786
– – ﹤0.01% 1450
2025
Q3 		$329K Hold
12,786
– – ﹤0.01% 1463
2025
Q2 		$307K Hold
12,786
– – ﹤0.01% 1434
2025
Q1 		$294K Hold
12,786
– – ﹤0.01% 1345
2024
Q4 		$297K Hold
12,786
– – ﹤0.01% 1339
2024
Q3 		$300K Hold
12,786
– – ﹤0.01% 1347
2024
Q2 		$280K Hold
12,786
– – 0.01% 1302
2024
Q1 		$282K Buy
+12,786
New +$267K 0.01% 1291

Other funds holding FNDB

AC
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FC
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OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HighTower Advisors
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SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return