Vanguard Personalized Indexing Management
III icon

Vanguard Personalized Indexing Management’s Information Services Group III Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.6K Sell
10,853
-6,993
-39% -$29.2K ﹤0.01% 2150
2026
Q1 		$68.5K Buy
+17,846
New +$87.8K ﹤0.01% 2009
2025
Q1 		– Sell
-13,019
Closed -$43.5K – 1879
2024
Q4 		$43.5K Sell
13,019
-103
-0.8% -$344 ﹤0.01% 1709
2024
Q3 		$43.3K Buy
+13,122
New +$43K ﹤0.01% 1690

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Information Services Group (III) stake by 39% in Q2 2026, selling an estimated $29.2K and leaving 10,853 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Vanguard Personalized Indexing Management first reported a position in III in Q3 2024 and has held it in 4 quarters since. The position peaked at $68.5K in Q1 2026. 138 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Vanguard Personalized Indexing Management held 10,853 shares of Information Services Group worth $44.6K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 6,993 Information Services Group shares in Q2 2026, an estimated $29.2K.
  • Information Services Group made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #2150 holding.
  • Vanguard Personalized Indexing Management first reported a position in Information Services Group in Q3 2024 and has held it in 4 quarters since.
  • Vanguard Personalized Indexing Management's Information Services Group position peaked at $68.5K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

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