VPIM
JBGS

Vanguard Personalized Indexing Management’s JBG SMITH JBGS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$159K Buy
+10,850
New +$173K ﹤0.01% 1877
2025
Q2 		– Sell
-10,266
Closed -$165K – 1993
2025
Q1 		$165K Sell
10,266
-267
-3% -$4.06K ﹤0.01% 1547
2024
Q4 		$162K Buy
+10,533
New +$176K ﹤0.01% 1556
2024
Q2 		– Sell
-14,232
Closed -$228K – 1721
2024
Q1 		$228K Buy
14,232
+314
+2% +$5.23K ﹤0.01% 1395
2023
Q4 		$237K Sell
13,918
-37,431
-73% -$545K 0.01% 1338
2023
Q3 		$743K Sell
51,349
-2,083
-4% -$32.2K 0.02% 711
2023
Q2 		$804K Buy
53,432
+21,641
+68% +$315K 0.02% 671
2023
Q1 		$479K Buy
+31,791
New +$564K 0.02% 898

Other funds holding JBGS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return