Vanguard Personalized Indexing Management
ICLR icon

Vanguard Personalized Indexing Management’s Icon ICLR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$545K Buy
3,135
+1,216
+63% +$155K ﹤0.01% 1339
2026
Q1 		$212K Sell
1,919
-280
-13% -$38.2K ﹤0.01% 1793
2025
Q4 		$401K Sell
2,199
-372
-14% -$66.2K ﹤0.01% 1365
2025
Q3 		$450K Buy
2,571
+845
+49% +$141K ﹤0.01% 1282
2025
Q2 		$251K Buy
1,726
+44
+3% +$6.24K ﹤0.01% 1528
2025
Q1 		$294K Buy
1,682
+171
+11% +$33.2K ﹤0.01% 1344
2024
Q4 		$317K Sell
1,511
-785
-34% -$183K ﹤0.01% 1308
2024
Q3 		$660K Buy
2,296
+230
+11% +$72.5K 0.01% 964
2024
Q2 		$637K Buy
2,066
+326
+19% +$102K 0.01% 919
2024
Q1 		$585K Buy
1,740
+132
+8% +$38.9K 0.01% 927
2023
Q4 		$455K Buy
1,608
+113
+8% +$29.2K 0.01% 1044
2023
Q3 		$368K Buy
1,495
+204
+16% +$51.4K 0.01% 1033
2023
Q2 		$323K Buy
+1,291
New +$274K 0.01% 1091
2022
Q4 		– Sell
-1,174
Closed -$216K – 1302
2022
Q3 		$216K Buy
1,174
+182
+18% +$39.6K 0.01% 1080
2022
Q2 		$215K Sell
992
-518
-34% -$116K 0.01% 1118
2022
Q1 		$367K Buy
1,510
+433
+40% +$109K 0.02% 941
2021
Q4 		$334K Buy
1,077
+42
+4% +$11.8K 0.02% 837
2021
Q3 		$271K Buy
+1,035
New +$252K 0.02% 800

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Icon (ICLR) stake by 63% in Q2 2026, buying an estimated $155K and bringing the position to 3,135 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Vanguard Personalized Indexing Management first reported a position in ICLR in Q3 2021 and has held it in 18 quarters since. The position peaked at $660K in Q3 2024. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Vanguard Personalized Indexing Management held 3,135 shares of Icon worth $545K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,216 Icon shares in Q2 2026, an estimated $155K.
  • Icon made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1339 holding.
  • Vanguard Personalized Indexing Management first reported a position in Icon in Q3 2021 and has held it in 18 quarters since.
  • Vanguard Personalized Indexing Management's Icon position peaked at $660K in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

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