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 Q2	$318K	Hold	2,886	–	–	﹤0.01%	1674
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 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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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: Q2 2026 in Review

Vanguard Personalized Indexing Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 2,886 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Vanguard Personalized Indexing Management first reported a position in IUSV in Q1 2024 and has held it in 10 quarters since. The position peaked at $532K in Q2 2024. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Vanguard Personalized Indexing Management held 2,886 shares of iShares Core S&P US Value ETF worth $318K as of Q2 2026.
Vanguard Personalized Indexing Management left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1674 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 10 quarters since.
Vanguard Personalized Indexing Management's iShares Core S&P US Value ETF position peaked at $532K in Q2 2024.
812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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