Vanguard Personalized Indexing Management
HSTM icon

Vanguard Personalized Indexing Management’s HealthStream HSTM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio HSTM Stock Details HSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Buy
+7,917
New +$185K ﹤0.01% 1879
2025
Q2 		– Sell
-9,885
Closed -$318K – 1987
2025
Q1 		$318K Buy
9,885
+230
+2% +$7.46K ﹤0.01% 1315
2024
Q4 		$307K Buy
9,655
+336
+4% +$10.4K ﹤0.01% 1323
2024
Q3 		$269K Buy
+9,319
New +$267K ﹤0.01% 1394

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Vanguard Personalized Indexing Management opened a new position in HealthStream (HSTM) in Q2 2026: 7,917 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1879 among its holdings. This is a return to the name: Vanguard Personalized Indexing Management previously reported a position in HSTM as recently as Q1 2025.

Vanguard Personalized Indexing Management first reported a position in HSTM in Q3 2024 and has held it in 4 quarters since. The position peaked at $318K in Q1 2025. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 7,917 shares of HealthStream worth $216K as of Q2 2026.
  • HealthStream was a new Vanguard Personalized Indexing Management position in Q2 2026.
  • HealthStream made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1879 holding.
  • Vanguard Personalized Indexing Management first reported a position in HealthStream in Q3 2024 and has held it in 4 quarters since.
  • Vanguard Personalized Indexing Management's HealthStream position peaked at $318K in Q1 2025.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

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