Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Gen Digital GEN Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.87M Buy
74,962
+12,286
+20% +$274K 0.02% 677
2026
Q1 		$1.18M Buy
62,676
+11,255
+22% +$260K 0.01% 846
2025
Q4 		$1.4M Buy
51,421
+320
+0.6% +$8.61K 0.01% 752
2025
Q3 		$1.45M Buy
51,101
+1,249
+3% +$37.4K 0.01% 726
2025
Q2 		$1.47M Buy
49,852
+6,596
+15% +$180K 0.02% 688
2025
Q1 		$1.15M Buy
43,256
+6,807
+19% +$187K 0.02% 714
2024
Q4 		$998K Sell
36,449
-58
-0.2% -$1.67K 0.02% 771
2024
Q3 		$1M Buy
36,507
+4,239
+13% +$109K 0.02% 764
2024
Q2 		$806K Buy
32,268
+4,502
+16% +$103K 0.02% 775
2024
Q1 		$622K Sell
27,766
-7,451
-21% -$165K 0.01% 897
2023
Q4 		$804K Buy
35,217
+11,172
+46% +$221K 0.02% 763
2023
Q3 		$425K Sell
24,045
-6,488
-21% -$127K 0.01% 958
2023
Q2 		$566K Buy
30,533
+9,194
+43% +$161K 0.02% 844
2023
Q1 		$366K Sell
21,339
-10,980
-34% -$220K 0.01% 1019
2022
Q4 		$693K Sell
32,319
-8,891
-22% -$196K 0.03% 668
2022
Q3 		$830K Sell
41,210
-10,376
-20% -$240K 0.04% 558
2022
Q2 		$1.13M Buy
51,586
+3,598
+7% +$88.5K 0.05% 406
2022
Q1 		$1.27M Buy
47,988
+8,574
+22% +$236K 0.06% 328
2021
Q4 		$1.02M Buy
39,414
+27,703
+237% +$701K 0.06% 373
2021
Q3 		$296K Sell
11,711
-17,615
-60% -$459K 0.03% 769
2021
Q2 		$798K Buy
+29,326
New +$730K 0.08% 282

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Gen Digital (GEN) stake by 20% in Q2 2026, buying an estimated $274K and bringing the position to 74,962 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #677.

Vanguard Personalized Indexing Management first reported a position in GEN in Q2 2021 and has held it in 21 quarters since. 685 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Vanguard Personalized Indexing Management held 74,962 shares of Gen Digital worth $1.87M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 12,286 Gen Digital shares in Q2 2026, an estimated $274K.
  • Gen Digital made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #677 holding.
  • Vanguard Personalized Indexing Management first reported a position in Gen Digital in Q2 2021 and has held it in 21 quarters since.
  • 685 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

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