VPIM
IUSV icon

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

Vanguard Personalized Indexing Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$295K Sell
2,886
-1,387
-32% -$145K ﹤0.01% 1618
2025
Q4 		$438K Buy
4,273
+1,387
+48% +$141K ﹤0.01% 1305
2025
Q3 		$288K Hold
2,886
– – ﹤0.01% 1525
2025
Q2 		$273K Sell
2,886
-1,769
-38% -$160K ﹤0.01% 1487
2025
Q1 		$430K Hold
4,655
– – 0.01% 1182
2024
Q4 		$431K Sell
4,655
-20
-0.4% -$1.92K 0.01% 1186
2024
Q3 		$446K Sell
4,675
-1,363
-23% -$125K 0.01% 1151
2024
Q2 		$532K Buy
6,038
+546
+10% +$48.1K 0.01% 1007
2024
Q1 		$497K Buy
+5,492
New +$473K 0.01% 1029

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Vanguard Personalized Indexing Management's IUSV Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 32% in Q1 2026, selling an estimated $145K and leaving 2,886 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Vanguard Personalized Indexing Management first reported a position in IUSV in Q1 2024 and has held it in 9 quarters since. The position peaked at $532K in Q2 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Vanguard Personalized Indexing Management held 2,886 shares of iShares Core S&P US Value ETF worth $295K as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 1,387 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $145K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1618 holding.
  • Vanguard Personalized Indexing Management first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 9 quarters since.
  • Vanguard Personalized Indexing Management's iShares Core S&P US Value ETF position peaked at $532K in Q2 2024.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.