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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Vanguard Personalized Indexing Management's HSTM Position: Q2 2025 in Review

Vanguard Personalized Indexing Management sold out of HealthStream (HSTM) in Q2 2025, closing a stake of 9,885 shares — an estimated $318K sold.

Vanguard Personalized Indexing Management first reported a position in HSTM in Q3 2024 and held it in 3 quarters. The position peaked at $318K in Q1 2025. 201 funds tracked by Wall St. Rank hold HSTM as of Q2 2025.

  • Vanguard Personalized Indexing Management reported no remaining HealthStream position as of Q2 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 9,885 HealthStream shares in Q2 2025, an estimated $318K.
  • Vanguard Personalized Indexing Management first reported a position in HealthStream in Q3 2024 and held it in 3 quarters.
  • Vanguard Personalized Indexing Management's HealthStream position peaked at $318K in Q1 2025.
  • 201 funds tracked by Wall St. Rank held HealthStream as of Q2 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2025, filed 25 Jul 2025.