Vanguard Personalized Indexing Management’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.27M	Buy	6,002 +352	+6%	+$76.2K	0.01%	820
2025 Q4	$1.2M	Sell	5,650 -2,769	-33%	-$580K	0.01%	824
2025 Q3	$1.74M	Sell	8,419 -314	-4%	-$63.1K	0.02%	640
2025 Q2	$1.71M	Sell	8,733 -348	-4%	-$64.8K	0.02%	622
2025 Q1	$1.73M	Buy	9,081 +1,880	+26%	+$364K	0.03%	545
2024 Q4	$1.37M	Sell	7,201 -120	-2%	-$23.8K	0.02%	626
2024 Q3	$1.44M	Sell	7,321 -141	-2%	-$26.8K	0.02%	603
2024 Q2	$1.35M	Buy	7,462 +2,174	+41%	+$396K	0.03%	552
2024 Q1	$988K	Buy	5,288 +2,749	+108%	+$489K	0.02%	666
2023 Q4	$442K	Buy	+2,539	New	+$408K	0.01%	1061
2023 Q1	–	Sell	-20,338	Closed	-$2.95M	–	1483
2022 Q4	$2.95M	Sell	20,338 -1	-0%	-$143	0.12%	170
2022 Q3	$2.61M	Sell	20,339 -2,219	-10%	-$314K	0.12%	167
2022 Q2	$3.1M	Hold	22,558	–	–	0.14%	124
2022 Q1	$3.51M	Hold	22,558	–	–	0.17%	97
2021 Q4	$3.53M	Hold	22,558	–	–	0.21%	85
2021 Q3	$3.28M	Hold	22,558	–	–	0.29%	54
2021 Q2	$3.33M	Hold	22,558	–	–	0.35%	44
2021 Q1	$3.19M	Hold	22,558	–	–	0.48%	32
2020 Q4	$2.89M	Buy	22,558 +1,498	+7%	+$181K	0.63%	26
2020 Q3	$2.37M	Buy	+21,060	New	+$2.39M	0.66%	25

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its iShares S&P 500 Value ETF (IVE) stake by 6.2% in Q1 2026, buying an estimated $76.2K and bringing the position to 6,002 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #820.

Vanguard Personalized Indexing Management first reported a position in IVE in Q3 2020 and has held it in 20 quarters since. The position peaked at $3.53M in Q4 2021. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Vanguard Personalized Indexing Management held 6,002 shares of iShares S&P 500 Value ETF worth $1.27M as of Q1 2026.
Vanguard Personalized Indexing Management bought 352 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $76.2K.
iShares S&P 500 Value ETF made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #820 holding.
Vanguard Personalized Indexing Management first reported a position in iShares S&P 500 Value ETF in Q3 2020 and has held it in 20 quarters since.
Vanguard Personalized Indexing Management's iShares S&P 500 Value ETF position peaked at $3.53M in Q4 2021.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

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