Vanguard Personalized Indexing Management’s H&E Equipment Services HEES Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,730	Closed	-$638K	–	1985
2025 Q1	$638K	Sell	6,730 -7,216	-52%	-$628K	0.01%	1004
2024 Q4	$683K	Sell	13,946 -3,179	-19%	-$173K	0.01%	959
2024 Q3	$834K	Buy	17,125 +4,794	+39%	+$225K	0.01%	854
2024 Q2	$545K	Buy	+12,331	New	+$632K	0.01%	990

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

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

Vanguard Personalized Indexing Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 6,730 shares — an estimated $638K sold.

Vanguard Personalized Indexing Management first reported a position in HEES in Q2 2024 and held it in 4 quarters. The position peaked at $834K in Q3 2024. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Vanguard Personalized Indexing Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 6,730 H&E Equipment Services shares in Q2 2025, an estimated $638K.
Vanguard Personalized Indexing Management first reported a position in H&E Equipment Services in Q2 2024 and held it in 4 quarters.
Vanguard Personalized Indexing Management's H&E Equipment Services position peaked at $834K in Q3 2024.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

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