Vanguard Personalized Indexing Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$243K	Sell	1,481 -13	-0.9%	-$2.06K	﹤0.01%	1818
2026 Q1	$213K	Sell	1,494 -233	-13%	-$34.6K	﹤0.01%	1792
2025 Q4	$257K	Hold	1,727	–	–	﹤0.01%	1598
2025 Q3	$252K	Sell	1,727 -602	-26%	-$84.4K	﹤0.01%	1582
2025 Q2	$315K	Buy	2,329 +10	+0.4%	+$1.25K	﹤0.01%	1415
2025 Q1	$283K	Buy	2,319 +390	+20%	+$50.3K	﹤0.01%	1364
2024 Q4	$248K	Sell	1,929 -2	-0.1%	-$259	﹤0.01%	1422
2024 Q3	$243K	Sell	1,931 -105	-5%	-$12.7K	﹤0.01%	1441
2024 Q2	$242K	Sell	2,036 -1	-0%	-$115	﹤0.01%	1373
2024 Q1	$235K	Sell	2,037 -14,639	-88%	-$1.61M	0.01%	1383
2023 Q4	$1.75M	Buy	+16,676	New	+$1.63M	0.05%	386
2023 Q1	–	Sell	-21,823	Closed	-$1.85M	–	1482
2022 Q4	$1.85M	Buy	21,823 +238	+1%	+$20.3K	0.08%	277
2022 Q3	$1.72M	Hold	21,585	–	–	0.08%	262
2022 Q2	$1.81M	Sell	21,585 -153	-0.7%	-$13.9K	0.08%	234
2022 Q1	$2.19M	Sell	21,738 -81	-0.4%	-$8.08K	0.11%	175
2021 Q4	$2.33M	Buy	21,819 +707	+3%	+$73.9K	0.14%	132
2021 Q3	$2.08M	Hold	21,112	–	–	0.19%	105
2021 Q2	$2.08M	Buy	21,112 +600	+3%	+$57.7K	0.22%	91
2021 Q1	$1.88M	Hold	20,512	–	–	0.28%	69
2020 Q4	$1.77M	Hold	20,512	–	–	0.38%	49
2020 Q3	$1.55M	Buy	+20,512	New	+$1.53M	0.43%	50

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.87% in Q2 2026, selling an estimated $2.06K and leaving 1,481 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Vanguard Personalized Indexing Management first reported a position in ITOT in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.33M in Q4 2021. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Vanguard Personalized Indexing Management held 1,481 shares of iShares Core S&P Total US Stock Market ETF worth $243K as of Q2 2026.
Vanguard Personalized Indexing Management sold 13 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.06K.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1818 holding.
Vanguard Personalized Indexing Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 21 quarters since.
Vanguard Personalized Indexing Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.33M in Q4 2021.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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