Vanguard Personalized Indexing Management
HQY icon

Vanguard Personalized Indexing Management’s HealthEquity HQY Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26M Sell
13,933
-307
-2% -$26K 0.01% 870
2026
Q1 		$1.19M Buy
14,240
+2,658
+23% +$218K 0.01% 842
2025
Q4 		$1.06M Buy
11,582
+840
+8% +$80.4K 0.01% 889
2025
Q3 		$1.02M Buy
10,742
+103
+1% +$9.69K 0.01% 892
2025
Q2 		$1.11M Buy
10,639
+2,263
+27% +$215K 0.01% 825
2025
Q1 		$740K Buy
8,376
+397
+5% +$40.7K 0.01% 931
2024
Q4 		$766K Buy
7,979
+482
+6% +$44.9K 0.01% 910
2024
Q3 		$614K Sell
7,497
-233
-3% -$18K 0.01% 1006
2024
Q2 		$666K Buy
7,730
+626
+9% +$50.6K 0.01% 883
2024
Q1 		$580K Sell
7,104
-1,794
-20% -$140K 0.01% 938
2023
Q4 		$590K Buy
8,898
+631
+8% +$43.7K 0.02% 908
2023
Q3 		$604K Buy
8,267
+477
+6% +$32.2K 0.02% 800
2023
Q2 		$492K Sell
7,790
-734
-9% -$42.6K 0.02% 903
2023
Q1 		$500K Buy
8,524
+5,060
+146% +$307K 0.02% 869
2022
Q4 		$214K Buy
+3,464
New +$233K 0.01% 1124
2021
Q3 		– Sell
-2,977
Closed -$240K – 1014
2021
Q2 		$240K Buy
+2,977
New +$227K 0.03% 830

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its HealthEquity (HQY) stake by 2.2% in Q2 2026, selling an estimated $26K and leaving 13,933 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #870.

Vanguard Personalized Indexing Management first reported a position in HQY in Q2 2021 and has held it in 16 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Vanguard Personalized Indexing Management held 13,933 shares of HealthEquity worth $1.26M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 307 HealthEquity shares in Q2 2026, an estimated $26K.
  • HealthEquity made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #870 holding.
  • Vanguard Personalized Indexing Management first reported a position in HealthEquity in Q2 2021 and has held it in 16 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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