Vanguard Personalized Indexing Management
IVV icon

Vanguard Personalized Indexing Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.84M Sell
7,804
-934
-11% -$680K 0.05% 322
2026
Q1 		$5.71M Buy
8,738
+197
+2% +$135K 0.06% 284
2025
Q4 		$5.85M Buy
8,541
+292
+4% +$198K 0.06% 270
2025
Q3 		$5.52M Buy
8,249
+891
+12% +$574K 0.06% 285
2025
Q2 		$4.57M Buy
7,358
+645
+10% +$370K 0.05% 319
2025
Q1 		$3.77M Buy
6,713
+1,215
+22% +$717K 0.06% 307
2024
Q4 		$3.24M Buy
5,498
+663
+14% +$392K 0.05% 330
2024
Q3 		$2.79M Sell
4,835
-42
-0.9% -$23.4K 0.04% 364
2024
Q2 		$2.67M Buy
4,877
+501
+11% +$263K 0.05% 330
2024
Q1 		$2.3M Buy
4,376
+2,893
+195% +$1.45M 0.05% 353
2023
Q4 		$708K Buy
1,483
+364
+33% +$163K 0.02% 822
2023
Q3 		$481K Buy
1,119
+183
+20% +$81.9K 0.01% 899
2023
Q2 		$417K Hold
936
– – 0.01% 970
2023
Q1 		$385K Sell
936
-94
-9% -$37.7K 0.01% 1002
2022
Q4 		$396K Buy
1,030
+121
+13% +$46.7K 0.02% 872
2022
Q3 		$326K Sell
909
-353
-28% -$141K 0.01% 937
2022
Q2 		$478K Sell
1,262
-179
-12% -$73.6K 0.02% 839
2022
Q1 		$654K Buy
1,441
+518
+56% +$232K 0.03% 685
2021
Q4 		$440K Hold
923
– – 0.03% 742
2021
Q3 		$398K Sell
923
-86
-9% -$38.1K 0.04% 630
2021
Q2 		$434K Buy
1,009
+100
+11% +$41.9K 0.05% 551
2021
Q1 		$362K Hold
909
– – 0.05% 432
2020
Q4 		$341K Buy
+909
New +$324K 0.07% 320

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, selling an estimated $680K and leaving 7,804 shares worth $5.84M. The position accounts for 0.05% of the portfolio, ranked #322.

Vanguard Personalized Indexing Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.85M in Q4 2025. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Vanguard Personalized Indexing Management held 7,804 shares of iShares Core S&P 500 ETF worth $5.84M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 934 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $680K.
  • iShares Core S&P 500 ETF made up 0.05% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #322 holding.
  • Vanguard Personalized Indexing Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Vanguard Personalized Indexing Management's iShares Core S&P 500 ETF position peaked at $5.85M in Q4 2025.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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