Vanguard Personalized Indexing Management
FNDX icon

Vanguard Personalized Indexing Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,128
Closed -$239K – 1978
2025
Q1 		$239K Hold
10,128
– – ﹤0.01% 1445
2024
Q4 		$240K Hold
10,128
– – ﹤0.01% 1440
2024
Q3 		$242K Hold
10,128
– – ﹤0.01% 1442
2024
Q2 		$226K Sell
10,128
-10,503
-51% -$232K ﹤0.01% 1404
2024
Q1 		$463K Sell
20,631
-18,669
-48% -$397K 0.01% 1065
2023
Q4 		$811K Buy
+39,300
New +$756K 0.02% 759

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Personalized Indexing Management's FNDX Position: Q2 2025 in Review

Vanguard Personalized Indexing Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2025, closing a stake of 10,128 shares — an estimated $239K sold.

Vanguard Personalized Indexing Management first reported a position in FNDX in Q4 2023 and held it in 6 quarters. The position peaked at $811K in Q4 2023. 665 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

  • Vanguard Personalized Indexing Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 10,128 Schwab Fundamental US Large Company Index ETF shares in Q2 2025, an estimated $239K.
  • Vanguard Personalized Indexing Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and held it in 6 quarters.
  • Vanguard Personalized Indexing Management's Schwab Fundamental US Large Company Index ETF position peaked at $811K in Q4 2023.
  • 665 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2025, filed 25 Jul 2025.