Vanguard Personalized Indexing Management’s Hillenbrand HI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,384	Closed	-$266K	–	2206
2025 Q4	$266K	Buy	8,384 +41	+0.5%	+$1.26K	﹤0.01%	1585
2025 Q3	$226K	Buy	+8,343	New	+$196K	﹤0.01%	1637
2024 Q3	–	Sell	-6,177	Closed	-$239K	–	1795
2024 Q2	$239K	Buy	6,177 +710	+13%	+$32K	﹤0.01%	1378
2024 Q1	$275K	Buy	5,467 +1,220	+29%	+$57.2K	0.01%	1304
2023 Q4	$203K	Buy	+4,247	New	+$174K	0.01%	1410

Other funds holding HI

HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Vanguard Personalized Indexing Management's HI Position: Q1 2026 in Review

Vanguard Personalized Indexing Management sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 8,384 shares — an estimated $266K sold.

Vanguard Personalized Indexing Management first reported a position in HI in Q4 2023 and held it in 5 quarters. The position peaked at $275K in Q1 2024. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

Vanguard Personalized Indexing Management reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 8,384 Hillenbrand shares in Q1 2026, an estimated $266K.
Vanguard Personalized Indexing Management first reported a position in Hillenbrand in Q4 2023 and held it in 5 quarters.
Vanguard Personalized Indexing Management's Hillenbrand position peaked at $275K in Q1 2024.
3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.