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 Q2	$1.29M	Sell	5,687 -315	-5%	-$70.4K	0.01%	846
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 $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its iShares S&P 500 Value ETF (IVE) stake by 5.2% in Q2 2026, selling an estimated $70.4K and leaving 5,687 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #846.

Vanguard Personalized Indexing Management first reported a position in IVE in Q3 2020 and has held it in 21 quarters since. The position peaked at $3.53M in Q4 2021. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Vanguard Personalized Indexing Management held 5,687 shares of iShares S&P 500 Value ETF worth $1.29M as of Q2 2026.
Vanguard Personalized Indexing Management sold 315 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $70.4K.
iShares S&P 500 Value ETF made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #846 holding.
Vanguard Personalized Indexing Management first reported a position in iShares S&P 500 Value ETF in Q3 2020 and has held it in 21 quarters since.
Vanguard Personalized Indexing Management's iShares S&P 500 Value ETF position peaked at $3.53M in Q4 2021.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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