Vanguard Personalized Indexing Management
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
Q2 		$1.59M Buy
41,807
+17,482
+72% +$609K 0.01% 750
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its H&R Block (HRB) stake by 72% in Q2 2026, buying an estimated $609K and bringing the position to 41,807 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #750.

Vanguard Personalized Indexing Management first reported a position in HRB in Q3 2022 and has held it in 16 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Vanguard Personalized Indexing Management held 41,807 shares of H&R Block worth $1.59M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 17,482 H&R Block shares in Q2 2026, an estimated $609K.
  • H&R Block made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #750 holding.
  • Vanguard Personalized Indexing Management first reported a position in H&R Block in Q3 2022 and has held it in 16 quarters since.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

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