Vanguard Personalized Indexing Management
IBKR icon

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
Q2 		$4.51M Buy
51,842
+2,286
+5% +$190K 0.04% 384
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 $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Interactive Brokers (IBKR) stake by 4.6% in Q2 2026, buying an estimated $190K and bringing the position to 51,842 shares worth $4.51M. The position accounts for 0.04% of the portfolio, ranked #384.

Vanguard Personalized Indexing Management first reported a position in IBKR in Q1 2022 and has held it in 16 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Vanguard Personalized Indexing Management held 51,842 shares of Interactive Brokers worth $4.51M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 2,286 Interactive Brokers shares in Q2 2026, an estimated $190K.
  • Interactive Brokers made up 0.04% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #384 holding.
  • Vanguard Personalized Indexing Management first reported a position in Interactive Brokers in Q1 2022 and has held it in 16 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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