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

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Vanguard Personalized Indexing Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2026, closing a stake of 12,786 shares — an estimated $340K sold.

Vanguard Personalized Indexing Management first reported a position in FNDB in Q1 2024 and held it in 8 quarters. The position peaked at $340K in Q4 2025. 171 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

Vanguard Personalized Indexing Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2026 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 12,786 Schwab Fundamental US Broad Market Index ETF shares in Q1 2026, an estimated $340K.
Vanguard Personalized Indexing Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2024 and held it in 8 quarters.
Vanguard Personalized Indexing Management's Schwab Fundamental US Broad Market Index ETF position peaked at $340K in Q4 2025.
171 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

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