Vanguard Personalized Indexing Management
IX icon

Vanguard Personalized Indexing Management’s ORIX IX Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.31M Buy
139,524
+4,829
+4% +$172K 0.04% 348
2026
Q1 		$4.04M Sell
134,695
-46,666
-26% -$1.48M 0.04% 371
2025
Q4 		$5.3M Sell
181,361
-26,508
-13% -$702K 0.05% 298
2025
Q3 		$5.43M Buy
207,869
+26,412
+15% +$655K 0.06% 289
2025
Q2 		$4.09M Buy
181,457
+25,641
+16% +$526K 0.05% 347
2025
Q1 		$3.26M Buy
155,816
+11,916
+8% +$250K 0.05% 346
2024
Q4 		$3.06M Buy
143,900
+505
+0.4% +$11.1K 0.05% 342
2024
Q3 		$3.33M Buy
143,395
+23,615
+20% +$555K 0.05% 314
2024
Q2 		$2.66M Buy
119,780
+20,655
+21% +$441K 0.05% 331
2024
Q1 		$2.18M Buy
99,125
+36,615
+59% +$744K 0.05% 370
2023
Q4 		$1.17M Buy
62,510
+12,630
+25% +$230K 0.03% 560
2023
Q3 		$937K Buy
49,880
+2,430
+5% +$45.4K 0.03% 591
2023
Q2 		$866K Buy
47,450
+8,160
+21% +$141K 0.03% 633
2023
Q1 		$645K Buy
39,290
+3,170
+9% +$54.3K 0.02% 747
2022
Q4 		$582K Buy
36,120
+365
+1% +$5.55K 0.02% 745
2022
Q3 		$505K Sell
35,755
-4,670
-12% -$76.3K 0.02% 782
2022
Q2 		$680K Buy
40,425
+7,370
+22% +$134K 0.03% 661
2022
Q1 		$660K Buy
33,055
+2,245
+7% +$45.9K 0.03% 677
2021
Q4 		$627K Buy
30,810
+8,575
+39% +$171K 0.04% 607
2021
Q3 		$420K Buy
22,235
+5,000
+29% +$92K 0.04% 611
2021
Q2 		$292K Sell
17,235
-4,995
-22% -$85.2K 0.03% 741
2021
Q1 		$377K Sell
22,230
-2,250
-9% -$38.5K 0.06% 420
2020
Q4 		$379K Buy
24,480
+3,525
+17% +$49.7K 0.08% 282
2020
Q3 		$262K Buy
20,955
+1,205
+6% +$14.8K 0.07% 330
2020
Q2 		$243K Buy
+19,750
New +$243K 0.11% 247

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its ORIX (IX) stake by 3.6% in Q2 2026, buying an estimated $172K and bringing the position to 139,524 shares worth $5.31M. The position accounts for 0.04% of the portfolio, ranked #348.

Vanguard Personalized Indexing Management first reported a position in IX in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.43M in Q3 2025. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Vanguard Personalized Indexing Management held 139,524 shares of ORIX worth $5.31M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 4,829 ORIX shares in Q2 2026, an estimated $172K.
  • ORIX made up 0.04% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #348 holding.
  • Vanguard Personalized Indexing Management first reported a position in ORIX in Q2 2020 and has held it in 25 quarters since.
  • Vanguard Personalized Indexing Management's ORIX position peaked at $5.43M in Q3 2025.
  • 319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

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