Vanguard Personalized Indexing Management
IESC icon

Vanguard Personalized Indexing Management’s IES Holdings IESC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$927K Buy
2,524
+194
+8% +$62.6K 0.01% 1045
2026
Q1 		$555K Buy
2,330
+534
+30% +$122K 0.01% 1253
2025
Q4 		$349K Buy
1,796
+202
+13% +$40.6K ﹤0.01% 1438
2025
Q3 		$317K Sell
1,594
-44
-3% -$7.57K ﹤0.01% 1480
2025
Q2 		$243K Buy
+1,638
New +$193K ﹤0.01% 1541

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its IES Holdings (IESC) stake by 8.3% in Q2 2026, buying an estimated $62.6K and bringing the position to 2,524 shares worth $927K. The position accounts for 0.01% of the portfolio, ranked #1045.

Vanguard Personalized Indexing Management first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 2,524 shares of IES Holdings worth $927K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 194 IES Holdings shares in Q2 2026, an estimated $62.6K.
  • IES Holdings made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1045 holding.
  • Vanguard Personalized Indexing Management first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

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