Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Helmerich & Payne HP Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Buy
31,267
+1,146
+4% +$42.9K 0.01% 975
2026
Q1 		$1.09M Buy
30,121
+1,797
+6% +$61.3K 0.01% 888
2025
Q4 		$812K Buy
28,324
+1,921
+7% +$51K 0.01% 1023
2025
Q3 		$583K Buy
26,403
+3,707
+16% +$68.3K 0.01% 1177
2025
Q2 		$344K Buy
22,696
+6,399
+39% +$117K ﹤0.01% 1378
2025
Q1 		$426K Sell
16,297
-2,713
-14% -$78.9K 0.01% 1186
2024
Q4 		$609K Sell
19,010
-3,030
-14% -$103K 0.01% 1016
2024
Q3 		$670K Buy
22,040
+38
+0.2% +$1.31K 0.01% 955
2024
Q2 		$795K Buy
22,002
+513
+2% +$19.7K 0.02% 788
2024
Q1 		$904K Buy
21,489
+955
+5% +$36.1K 0.02% 718
2023
Q4 		$744K Sell
20,534
-2,009
-9% -$77.7K 0.02% 795
2023
Q3 		$950K Buy
22,543
+869
+4% +$36.3K 0.03% 584
2023
Q2 		$768K Buy
21,674
+3,477
+19% +$119K 0.02% 699
2023
Q1 		$651K Buy
18,197
+3,449
+23% +$149K 0.02% 743
2022
Q4 		$731K Sell
14,748
-874
-6% -$41.6K 0.03% 644
2022
Q3 		$578K Buy
15,622
+1,610
+11% +$67.7K 0.03% 729
2022
Q2 		$603K Buy
14,012
+2,856
+26% +$133K 0.03% 724
2022
Q1 		$477K Buy
11,156
+2,232
+25% +$76.9K 0.02% 852
2021
Q4 		$211K Buy
+8,924
New +$254K 0.01% 977

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Helmerich & Payne (HP) stake by 3.8% in Q2 2026, buying an estimated $42.9K and bringing the position to 31,267 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #975.

Vanguard Personalized Indexing Management first reported a position in HP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Vanguard Personalized Indexing Management held 31,267 shares of Helmerich & Payne worth $1.02M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,146 Helmerich & Payne shares in Q2 2026, an estimated $42.9K.
  • Helmerich & Payne made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #975 holding.
  • Vanguard Personalized Indexing Management first reported a position in Helmerich & Payne in Q4 2021 and has held it in 19 quarters since.
  • Vanguard Personalized Indexing Management's Helmerich & Payne position peaked at $1.09M in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

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