Vanguard Personalized Indexing Management
IEX icon

Vanguard Personalized Indexing Management’s IDEX IEX Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Buy
6,524
+1,903
+41% +$403K 0.01% 774
2026
Q1 		$876K Buy
4,621
+379
+9% +$74.8K 0.01% 999
2025
Q4 		$755K Buy
4,242
+302
+8% +$51.6K 0.01% 1048
2025
Q3 		$641K Sell
3,940
-2,972
-43% -$502K 0.01% 1131
2025
Q2 		$1.21M Buy
6,912
+1,379
+25% +$244K 0.01% 779
2025
Q1 		$1M Sell
5,533
-717
-11% -$143K 0.01% 783
2024
Q4 		$1.31M Sell
6,250
-13
-0.2% -$2.85K 0.02% 651
2024
Q3 		$1.34M Buy
6,263
+66
+1% +$13.3K 0.02% 630
2024
Q2 		$1.24M Buy
6,197
+260
+4% +$56.8K 0.02% 585
2024
Q1 		$1.45M Buy
5,937
+1,098
+23% +$248K 0.03% 491
2023
Q4 		$1.05M Sell
4,839
-391
-7% -$78.9K 0.03% 625
2023
Q3 		$1.09M Buy
5,230
+295
+6% +$64K 0.03% 519
2023
Q2 		$1.06M Sell
4,935
-412
-8% -$86.6K 0.03% 544
2023
Q1 		$1.24M Sell
5,347
-1,159
-18% -$263K 0.04% 435
2022
Q4 		$1.49M Sell
6,506
-128
-2% -$28.6K 0.06% 362
2022
Q3 		$1.33M Buy
6,634
+1,044
+19% +$211K 0.06% 347
2022
Q2 		$1.01M Sell
5,590
-1,049
-16% -$198K 0.05% 454
2022
Q1 		$1.27M Buy
6,639
+3,903
+143% +$792K 0.06% 330
2021
Q4 		$647K Buy
2,736
+891
+48% +$202K 0.04% 594
2021
Q3 		$382K Sell
1,845
-2,658
-59% -$590K 0.03% 655
2021
Q2 		$991K Buy
4,503
+2,933
+187% +$648K 0.1% 207
2021
Q1 		$329K Buy
+1,570
New +$311K 0.05% 466

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its IDEX (IEX) stake by 41% in Q2 2026, buying an estimated $403K and bringing the position to 6,524 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #774.

Vanguard Personalized Indexing Management first reported a position in IEX in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.49M in Q4 2022. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Vanguard Personalized Indexing Management held 6,524 shares of IDEX worth $1.48M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,903 IDEX shares in Q2 2026, an estimated $403K.
  • IDEX made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #774 holding.
  • Vanguard Personalized Indexing Management first reported a position in IDEX in Q1 2021 and has held it in 22 quarters since.
  • Vanguard Personalized Indexing Management's IDEX position peaked at $1.49M in Q4 2022.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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