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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return