Vanguard Personalized Indexing Management
IVZ icon

Vanguard Personalized Indexing Management’s Invesco IVZ Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.83M Sell
69,249
-2,613
-4% -$69.3K 0.02% 693
2026
Q1 		$1.75M Sell
71,862
-1,610
-2% -$42.1K 0.02% 659
2025
Q4 		$1.93M Buy
73,472
+2,728
+4% +$66.6K 0.02% 616
2025
Q3 		$1.62M Buy
70,744
+291
+0.4% +$6.04K 0.02% 673
2025
Q2 		$1.11M Buy
70,453
+12,242
+21% +$176K 0.01% 828
2025
Q1 		$883K Buy
58,211
+9,226
+19% +$157K 0.01% 851
2024
Q4 		$856K Buy
48,985
+414
+0.9% +$7.37K 0.01% 845
2024
Q3 		$853K Buy
48,571
+4,673
+11% +$76.7K 0.01% 843
2024
Q2 		$655K Buy
43,898
+1,742
+4% +$26.8K 0.01% 898
2024
Q1 		$699K Sell
42,156
-4,148
-9% -$66.9K 0.02% 841
2023
Q4 		$826K Buy
46,304
+3,141
+7% +$45.3K 0.02% 751
2023
Q3 		$627K Buy
43,163
+46
+0.1% +$740 0.02% 787
2023
Q2 		$725K Buy
43,117
+14,069
+48% +$226K 0.02% 735
2023
Q1 		$476K Sell
29,048
-2,449
-8% -$43.7K 0.02% 900
2022
Q4 		$567K Sell
31,497
-28,600
-48% -$489K 0.02% 760
2022
Q3 		$823K Buy
60,097
+824
+1% +$13.9K 0.04% 561
2022
Q2 		$956K Buy
59,273
+26,344
+80% +$498K 0.04% 487
2022
Q1 		$759K Buy
32,929
+23,491
+249% +$521K 0.04% 614
2021
Q4 		$217K Sell
9,438
-52
-0.5% -$1.27K 0.01% 968
2021
Q3 		$229K Sell
9,490
-6,193
-39% -$155K 0.02% 880
2021
Q2 		$419K Buy
+15,683
New +$427K 0.04% 570

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Invesco (IVZ) stake by 3.6% in Q2 2026, selling an estimated $69.3K and leaving 69,249 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #693.

Vanguard Personalized Indexing Management first reported a position in IVZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.93M in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Vanguard Personalized Indexing Management held 69,249 shares of Invesco worth $1.83M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 2,613 Invesco shares in Q2 2026, an estimated $69.3K.
  • Invesco made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #693 holding.
  • Vanguard Personalized Indexing Management first reported a position in Invesco in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's Invesco position peaked at $1.93M in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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