VPIM
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Vanguard Personalized Indexing Management’s John B. Sanfilippo & Son JBSS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio JBSS Stock Details JBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,167
Closed -$204K – 1843
2024
Q3 		$204K Sell
2,167
-611
-22% -$59.2K ﹤0.01% 1524
2024
Q2 		$270K Buy
2,778
+221
+9% +$22.1K 0.01% 1318
2024
Q1 		$271K Buy
2,557
+160
+7% +$16.5K 0.01% 1315
2023
Q4 		$247K Sell
2,397
-70
-3% -$6.87K 0.01% 1315
2023
Q3 		$244K Buy
+2,467
New +$259K 0.01% 1209

Other funds holding JBSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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

Vanguard Personalized Indexing Management's JBSS Position: Q4 2024 in Review

Vanguard Personalized Indexing Management sold out of John B. Sanfilippo & Son (JBSS) in Q4 2024, closing a stake of 2,167 shares — an estimated $204K sold.

Vanguard Personalized Indexing Management first reported a position in JBSS in Q3 2023 and held it in 5 quarters. The position peaked at $271K in Q1 2024. 200 funds tracked by Wall St. Rank hold JBSS as of Q4 2024.

  • Vanguard Personalized Indexing Management reported no remaining John B. Sanfilippo & Son position as of Q4 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 2,167 John B. Sanfilippo & Son shares in Q4 2024, an estimated $204K.
  • Vanguard Personalized Indexing Management first reported a position in John B. Sanfilippo & Son in Q3 2023 and held it in 5 quarters.
  • Vanguard Personalized Indexing Management's John B. Sanfilippo & Son position peaked at $271K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q4 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.