Vanguard Personalized Indexing Management
GTM

Vanguard Personalized Indexing Management’s ZoomInfo Technologies GTM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$111K Sell
37,842
-6,384
-14% -$28.7K ﹤0.01% 2034
2026
Q1 		$264K Buy
44,226
+9,637
+28% +$70.9K ﹤0.01% 1676
2025
Q4 		$352K Buy
34,589
+3,475
+11% +$35.8K ﹤0.01% 1436
2025
Q3 		$339K Buy
31,114
+3,650
+13% +$39.1K ﹤0.01% 1446
2025
Q2 		$278K Sell
27,464
-16,918
-38% -$157K ﹤0.01% 1479
2025
Q1 		$444K Buy
44,382
+6,883
+18% +$72.2K 0.01% 1168
2024
Q4 		$394K Buy
37,499
+630
+2% +$6.73K 0.01% 1223
2024
Q3 		$380K Buy
36,869
+11,143
+43% +$117K 0.01% 1234
2024
Q2 		$326K Sell
25,726
-5,261
-17% -$73.6K 0.01% 1237
2024
Q1 		$497K Sell
30,987
-10,827
-26% -$176K 0.01% 1027
2023
Q4 		$773K Buy
41,814
+22,436
+116% +$352K 0.02% 776
2023
Q3 		$318K Buy
19,378
+2,488
+15% +$50.8K 0.01% 1098
2023
Q2 		$429K Buy
16,890
+3,451
+26% +$81.7K 0.01% 959
2023
Q1 		$332K Sell
13,439
-302
-2% -$7.75K 0.01% 1073
2022
Q4 		$414K Sell
13,741
-3,871
-22% -$134K 0.02% 858
2022
Q3 		$734K Buy
17,612
+5,455
+45% +$232K 0.03% 620
2022
Q2 		$404K Buy
12,157
+5,961
+96% +$263K 0.02% 889
2022
Q1 		$370K Sell
6,196
-2,042
-25% -$110K 0.02% 937
2021
Q4 		$529K Buy
+8,238
New +$551K 0.03% 685

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its ZoomInfo Technologies (GTM) stake by 14% in Q2 2026, selling an estimated $28.7K and leaving 37,842 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Vanguard Personalized Indexing Management first reported a position in GTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $773K in Q4 2023. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 37,842 shares of ZoomInfo Technologies worth $111K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 6,384 ZoomInfo Technologies shares in Q2 2026, an estimated $28.7K.
  • ZoomInfo Technologies made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #2034 holding.
  • Vanguard Personalized Indexing Management first reported a position in ZoomInfo Technologies in Q4 2021 and has held it in 19 quarters since.
  • Vanguard Personalized Indexing Management's ZoomInfo Technologies position peaked at $773K in Q4 2023.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

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