Vanguard Personalized Indexing Management
FSV icon

Vanguard Personalized Indexing Management’s FirstService FSV Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$535K Buy
3,762
+368
+11% +$51.1K ﹤0.01% 1351
2026
Q1 		$472K Sell
3,394
-2,880
-46% -$439K ﹤0.01% 1346
2025
Q4 		$976K Sell
6,274
-1,086
-15% -$177K 0.01% 922
2025
Q3 		$1.4M Buy
7,360
+802
+12% +$155K 0.01% 744
2025
Q2 		$1.15M Buy
6,558
+2,257
+52% +$391K 0.01% 815
2025
Q1 		$714K Sell
4,301
-10
-0.2% -$1.75K 0.01% 947
2024
Q4 		$780K Buy
4,311
+475
+12% +$88.8K 0.01% 895
2024
Q3 		$700K Buy
3,836
+1,158
+43% +$199K 0.01% 935
2024
Q2 		$408K Sell
2,678
-214
-7% -$32.3K 0.01% 1128
2024
Q1 		$479K Buy
2,892
+736
+34% +$121K 0.01% 1049
2023
Q4 		$349K Sell
2,156
-132
-6% -$20K 0.01% 1168
2023
Q3 		$333K Buy
2,288
+685
+43% +$105K 0.01% 1077
2023
Q2 		$247K Buy
+1,603
New +$233K 0.01% 1231
2022
Q4 		– Sell
-2,045
Closed -$243K – 1297
2022
Q3 		$243K Buy
2,045
+126
+7% +$16.1K 0.01% 1030
2022
Q2 		$233K Buy
+1,919
New +$242K 0.01% 1073

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its FirstService (FSV) stake by 11% in Q2 2026, buying an estimated $51.1K and bringing the position to 3,762 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Vanguard Personalized Indexing Management first reported a position in FSV in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.4M in Q3 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Vanguard Personalized Indexing Management held 3,762 shares of FirstService worth $535K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 368 FirstService shares in Q2 2026, an estimated $51.1K.
  • FirstService made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1351 holding.
  • Vanguard Personalized Indexing Management first reported a position in FirstService in Q2 2022 and has held it in 15 quarters since.
  • Vanguard Personalized Indexing Management's FirstService position peaked at $1.4M in Q3 2025.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

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