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 Q2	$184K	Buy	12,572 +1,722	+16%	+$25.5K	﹤0.01%	1951
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its JBG SMITH (JBGS) stake by 16% in Q2 2026, buying an estimated $25.5K and bringing the position to 12,572 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Vanguard Personalized Indexing Management first reported a position in JBGS in Q1 2023 and has held it in 9 quarters since. The position peaked at $804K in Q2 2023. 206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

Vanguard Personalized Indexing Management held 12,572 shares of JBG SMITH worth $184K as of Q2 2026.
Vanguard Personalized Indexing Management bought 1,722 JBG SMITH shares in Q2 2026, an estimated $25.5K.
JBG SMITH made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1951 holding.
Vanguard Personalized Indexing Management first reported a position in JBG SMITH in Q1 2023 and has held it in 9 quarters since.
Vanguard Personalized Indexing Management's JBG SMITH position peaked at $804K in Q2 2023.
206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

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