Vanguard Personalized Indexing Management
IVW icon

Vanguard Personalized Indexing Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.91M Sell
13,877
-26
-0.2% -$3.43K 0.02% 664
2026
Q1 		$1.57M Sell
13,903
-1,965
-12% -$236K 0.02% 711
2025
Q4 		$1.96M Sell
15,868
-652
-4% -$79.8K 0.02% 609
2025
Q3 		$1.99M Buy
16,520
+1,222
+8% +$141K 0.02% 593
2025
Q2 		$1.68M Sell
15,298
-230
-1% -$22.8K 0.02% 628
2025
Q1 		$1.44M Buy
15,528
+8,569
+123% +$864K 0.02% 618
2024
Q4 		$707K Buy
6,959
+841
+14% +$83.9K 0.01% 950
2024
Q3 		$586K Sell
6,118
-292
-5% -$27K 0.01% 1025
2024
Q2 		$593K Buy
6,410
+1,869
+41% +$161K 0.01% 959
2024
Q1 		$383K Buy
+4,541
New +$365K 0.01% 1149

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.19% in Q2 2026, selling an estimated $3.43K and leaving 13,877 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #664.

Vanguard Personalized Indexing Management first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.99M in Q3 2025. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Vanguard Personalized Indexing Management held 13,877 shares of iShares S&P 500 Growth ETF worth $1.91M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 26 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.43K.
  • iShares S&P 500 Growth ETF made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #664 holding.
  • Vanguard Personalized Indexing Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Vanguard Personalized Indexing Management's iShares S&P 500 Growth ETF position peaked at $1.99M in Q3 2025.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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