VPIM
HES

Vanguard Personalized Indexing Management’s Hess HES Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-35,182
Closed -$4.87M – 2018
2025
Q2 		$4.87M Buy
35,182
+5,379
+18% +$726K 0.06% 296
2025
Q1 		$4.76M Buy
29,803
+4,162
+16% +$612K 0.07% 249
2024
Q4 		$3.41M Sell
25,641
-1,245
-5% -$174K 0.05% 321
2024
Q3 		$3.65M Buy
26,886
+2,217
+9% +$308K 0.06% 286
2024
Q2 		$3.53M Buy
24,669
+1,389
+6% +$213K 0.07% 257
2024
Q1 		$3.55M Buy
23,280
+2,820
+14% +$410K 0.08% 235
2023
Q4 		$2.95M Sell
20,460
-6,984
-25% -$1.02M 0.08% 244
2023
Q3 		$4.2M Buy
27,444
+711
+3% +$107K 0.13% 140
2023
Q2 		$3.63M Buy
26,733
+2,681
+11% +$367K 0.11% 166
2023
Q1 		$3.18M Sell
24,052
-112
-0.5% -$15.6K 0.11% 180
2022
Q4 		$3.43M Buy
24,164
+2,345
+11% +$322K 0.14% 138
2022
Q3 		$2.38M Buy
21,819
+1,613
+8% +$179K 0.11% 189
2022
Q2 		$2.14M Buy
20,206
+4,414
+28% +$499K 0.1% 196
2022
Q1 		$1.69M Buy
15,792
+2,094
+15% +$199K 0.08% 236
2021
Q4 		$1.01M Buy
13,698
+8,865
+183% +$719K 0.06% 380
2021
Q3 		$378K Sell
4,833
-722
-13% -$53.2K 0.03% 662
2021
Q2 		$485K Buy
5,555
+2,043
+58% +$165K 0.05% 496
2021
Q1 		$249K Buy
+3,512
New +$225K 0.04% 584

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Vanguard Personalized Indexing Management's HES Position: Q3 2025 in Review

Vanguard Personalized Indexing Management sold out of Hess (HES) in Q3 2025, closing a stake of 35,182 shares — an estimated $4.87M sold.

Vanguard Personalized Indexing Management first reported a position in HES in Q1 2021 and held it in 18 quarters. The position peaked at $4.87M in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Vanguard Personalized Indexing Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 35,182 Hess shares in Q3 2025, an estimated $4.87M.
  • Vanguard Personalized Indexing Management first reported a position in Hess in Q1 2021 and held it in 18 quarters.
  • Vanguard Personalized Indexing Management's Hess position peaked at $4.87M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2025, filed 31 Oct 2025.