Vanguard Personalized Indexing Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio IBTX Stock Details IBTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,796	Closed	-$230K	–	1935
2024 Q4	$230K	Buy	3,796 +204	+6%	+$12.6K	﹤0.01%	1461
2024 Q3	$207K	Buy	+3,592	New	+$196K	﹤0.01%	1515

Other funds holding IBTX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Vanguard Personalized Indexing Management's IBTX Position: Q1 2025 in Review

Vanguard Personalized Indexing Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 3,796 shares — an estimated $230K sold.

Vanguard Personalized Indexing Management first reported a position in IBTX in Q3 2024 and held it in 2 quarters. The position peaked at $230K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Vanguard Personalized Indexing Management reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 3,796 Independent Bank Group, Inc. shares in Q1 2025, an estimated $230K.
Vanguard Personalized Indexing Management first reported a position in Independent Bank Group, Inc. in Q3 2024 and held it in 2 quarters.
Vanguard Personalized Indexing Management's Independent Bank Group, Inc. position peaked at $230K in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2025, filed 14 May 2025.