Vanguard Personalized Indexing Management
IUSG icon

Vanguard Personalized Indexing Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Hold
6,606
– – 0.01% 879
2026
Q1 		$1.02M Sell
6,606
-1,815
-22% -$299K 0.01% 921
2025
Q4 		$1.41M Buy
8,421
+1,815
+27% +$303K 0.01% 746
2025
Q3 		$1.09M Hold
6,606
– – 0.01% 859
2025
Q2 		$994K Sell
6,606
-344
-5% -$46.6K 0.01% 878
2025
Q1 		$883K Hold
6,950
– – 0.01% 850
2024
Q4 		$968K Sell
6,950
-1,853
-21% -$254K 0.01% 783
2024
Q3 		$1.16M Sell
8,803
-411
-4% -$52.3K 0.02% 698
2024
Q2 		$1.17M Buy
9,214
+4,444
+93% +$530K 0.02% 604
2024
Q1 		$559K Buy
+4,770
New +$531K 0.01% 959

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Vanguard Personalized Indexing Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 6,606 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #879.

Vanguard Personalized Indexing Management first reported a position in IUSG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.41M in Q4 2025. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Vanguard Personalized Indexing Management held 6,606 shares of iShares Core S&P US Growth ETF worth $1.24M as of Q2 2026.
  • Vanguard Personalized Indexing Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #879 holding.
  • Vanguard Personalized Indexing Management first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Vanguard Personalized Indexing Management's iShares Core S&P US Growth ETF position peaked at $1.41M in Q4 2025.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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