VPIM
HRB icon

Vanguard Personalized Indexing Management’s H&R Block HRB Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$772K Buy
24,325
+9,845
+68% +$343K 0.01% 1059
2025
Q4 		$631K Sell
14,480
-2,484
-15% -$116K 0.01% 1131
2025
Q3 		$858K Sell
16,964
-280
-2% -$14.8K 0.01% 982
2025
Q2 		$947K Buy
17,244
+643
+4% +$37.1K 0.01% 890
2025
Q1 		$912K Sell
16,601
-232
-1% -$12.4K 0.01% 839
2024
Q4 		$889K Sell
16,833
-434
-3% -$25.5K 0.01% 823
2024
Q3 		$1.1M Buy
17,267
+854
+5% +$50.9K 0.02% 725
2024
Q2 		$890K Buy
16,413
+1,194
+8% +$59.4K 0.02% 729
2024
Q1 		$747K Sell
15,219
-3,577
-19% -$170K 0.02% 818
2023
Q4 		$909K Buy
18,796
+8,808
+88% +$393K 0.02% 702
2023
Q3 		$430K Buy
9,988
+1,924
+24% +$71K 0.01% 947
2023
Q2 		$257K Sell
8,064
-5,307
-40% -$171K 0.01% 1214
2023
Q1 		$471K Buy
13,371
+4,584
+52% +$170K 0.02% 906
2022
Q4 		$321K Buy
8,787
+3,687
+72% +$150K 0.01% 957
2022
Q3 		$217K Buy
+5,100
New +$216K 0.01% 1078

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its H&R Block (HRB) stake by 68% in Q1 2026, buying an estimated $343K and bringing the position to 24,325 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #1059.

Vanguard Personalized Indexing Management first reported a position in HRB in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Vanguard Personalized Indexing Management held 24,325 shares of H&R Block worth $772K as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 9,845 H&R Block shares in Q1 2026, an estimated $343K.
  • H&R Block made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1059 holding.
  • Vanguard Personalized Indexing Management first reported a position in H&R Block in Q3 2022 and has held it in 15 quarters since.
  • Vanguard Personalized Indexing Management's H&R Block position peaked at $1.1M in Q3 2024.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

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