Vanguard Personalized Indexing Management
HLI icon

Vanguard Personalized Indexing Management’s Houlihan Lokey HLI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Sell
13,696
-2,213
-14% -$327K 0.02% 687
2026
Q1 		$2.28M Buy
15,909
+6,853
+76% +$1.13M 0.02% 554
2025
Q4 		$1.58M Sell
9,056
-769
-8% -$141K 0.02% 693
2025
Q3 		$2.02M Buy
9,825
+885
+10% +$174K 0.02% 590
2025
Q2 		$1.61M Buy
8,940
+1,408
+19% +$237K 0.02% 650
2025
Q1 		$1.22M Buy
7,532
+270
+4% +$46.4K 0.02% 690
2024
Q4 		$1.26M Buy
7,262
+160
+2% +$28.2K 0.02% 667
2024
Q3 		$1.12M Buy
7,102
+179
+3% +$26.7K 0.02% 711
2024
Q2 		$932K Buy
6,923
+1,520
+28% +$199K 0.02% 709
2024
Q1 		$693K Sell
5,403
-549
-9% -$67.9K 0.01% 849
2023
Q4 		$714K Buy
5,952
+753
+14% +$81.6K 0.02% 816
2023
Q3 		$557K Buy
5,199
+23
+0.4% +$2.37K 0.02% 833
2023
Q2 		$509K Buy
5,176
+358
+7% +$32.4K 0.02% 885
2023
Q1 		$422K Buy
4,818
+673
+16% +$63.3K 0.01% 957
2022
Q4 		$361K Buy
+4,145
New +$373K 0.01% 908

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Houlihan Lokey (HLI) stake by 14% in Q2 2026, selling an estimated $327K and leaving 13,696 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #687.

Vanguard Personalized Indexing Management first reported a position in HLI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.28M in Q1 2026. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 13,696 shares of Houlihan Lokey worth $1.84M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 2,213 Houlihan Lokey shares in Q2 2026, an estimated $327K.
  • Houlihan Lokey made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #687 holding.
  • Vanguard Personalized Indexing Management first reported a position in Houlihan Lokey in Q4 2022 and has held it in 15 quarters since.
  • Vanguard Personalized Indexing Management's Houlihan Lokey position peaked at $2.28M in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

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