VPIM
HLLY icon

Vanguard Personalized Indexing Management’s Holley HLLY Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.6K Buy
14,533
+4,192
+41% +$15.9K ﹤0.01% 2067
2025
Q4 		$42.7K Buy
10,341
+35
+0.3% +$126 ﹤0.01% 1899
2025
Q3 		$32.4K Sell
10,306
-852
-8% -$2.54K ﹤0.01% 1946
2025
Q2 		$22.3K Buy
11,158
+933
+9% +$1.98K ﹤0.01% 1899
2025
Q1 		$26.3K Buy
10,225
+78
+0.8% +$219 ﹤0.01% 1745
2024
Q4 		$30.6K Sell
10,147
-1,884
-16% -$5.28K ﹤0.01% 1738
2024
Q3 		$35.5K Buy
12,031
+406
+3% +$1.36K ﹤0.01% 1707
2024
Q2 		$41.6K Buy
+11,625
New +$45.3K ﹤0.01% 1601

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $369M AUM 78.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return