Vanguard Personalized Indexing Management’s JBDI Holdings JBDI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio JBDI Stock Details JBDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,355	Closed	-$14.8K	–	1920
2024 Q4	$14.8K	Buy	+11,355	New	+$18.5K	﹤0.01%	1786

Other funds holding JBDI

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Vanguard Personalized Indexing Management's JBDI Position: Q1 2025 in Review

Vanguard Personalized Indexing Management sold out of JBDI Holdings (JBDI) in Q1 2025, closing a stake of 11,355 shares — an estimated $14.8K sold.

Vanguard Personalized Indexing Management first reported a position in JBDI in Q4 2024 and held it in 1 quarter. The position peaked at $14.8K in Q4 2024. 3 funds tracked by Wall St. Rank hold JBDI as of Q1 2025.

Vanguard Personalized Indexing Management reported no remaining JBDI Holdings position as of Q1 2025 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 11,355 JBDI Holdings shares in Q1 2025, an estimated $14.8K.
Vanguard Personalized Indexing Management first reported a position in JBDI Holdings in Q4 2024 and held it in 1 quarter.
Vanguard Personalized Indexing Management's JBDI Holdings position peaked at $14.8K in Q4 2024.
3 funds tracked by Wall St. Rank held JBDI Holdings as of Q1 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2025, filed 14 May 2025.