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Vanguard Personalized Indexing Management’s Interactive Brokers IBKR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.32M Buy
49,556
+2,488
+5% +$178K 0.03% 437
2025
Q4 		$3.03M Sell
47,068
-10,980
-19% -$735K 0.03% 457
2025
Q3 		$3.99M Buy
58,048
+2,066
+4% +$130K 0.04% 368
2025
Q2 		$3.1M Buy
55,982
+650
+1% +$30.8K 0.04% 430
2025
Q1 		$2.29M Buy
55,332
+3,264
+6% +$162K 0.03% 453
2024
Q4 		$2.3M Buy
52,068
+2,240
+4% +$94.3K 0.03% 437
2024
Q3 		$1.74M Buy
49,828
+3,012
+6% +$93.3K 0.03% 518
2024
Q2 		$1.43M Buy
46,816
+1,304
+3% +$38.9K 0.03% 523
2024
Q1 		$1.27M Sell
45,512
-212
-0.5% -$5.28K 0.03% 548
2023
Q4 		$948K Sell
45,724
-3,272
-7% -$67K 0.02% 680
2023
Q3 		$1.06M Sell
48,996
-120
-0.2% -$2.67K 0.03% 534
2023
Q2 		$1.02M Sell
49,116
-228
-0.5% -$4.5K 0.03% 557
2023
Q1 		$1.02M Buy
49,344
+36,020
+270% +$733K 0.04% 521
2022
Q4 		$241K Buy
+13,324
New +$249K 0.01% 1061
2022
Q2 		– Sell
-16,224
Closed -$267K – 1295
2022
Q1 		$267K Buy
+16,224
New +$279K 0.01% 1031

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Interactive Brokers (IBKR) stake by 5.3% in Q1 2026, buying an estimated $178K and bringing the position to 49,556 shares worth $3.32M. The position accounts for 0.03% of the portfolio, ranked #437.

Vanguard Personalized Indexing Management first reported a position in IBKR in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.99M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Vanguard Personalized Indexing Management held 49,556 shares of Interactive Brokers worth $3.32M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 2,488 Interactive Brokers shares in Q1 2026, an estimated $178K.
  • Interactive Brokers made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #437 holding.
  • Vanguard Personalized Indexing Management first reported a position in Interactive Brokers in Q1 2022 and has held it in 15 quarters since.
  • Vanguard Personalized Indexing Management's Interactive Brokers position peaked at $3.99M in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

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