Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s KB Financial Group KB Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Buy
104,010
+35,990
+53% +$3.8M 0.09% 174
2026
Q1 		$6.78M Buy
68,020
+7,845
+13% +$788K 0.07% 253
2025
Q4 		$5.18M Buy
60,175
+6,469
+12% +$545K 0.05% 305
2025
Q3 		$4.45M Buy
53,706
+2,565
+5% +$210K 0.05% 347
2025
Q2 		$4.22M Buy
51,141
+7,864
+18% +$532K 0.05% 341
2025
Q1 		$2.34M Sell
43,277
-284
-0.7% -$16.4K 0.03% 440
2024
Q4 		$2.48M Sell
43,561
-2,155
-5% -$139K 0.04% 410
2024
Q3 		$2.82M Buy
45,716
+2,611
+6% +$162K 0.05% 356
2024
Q2 		$2.44M Buy
43,105
+2,075
+5% +$113K 0.05% 356
2024
Q1 		$2.14M Buy
41,030
+964
+2% +$45.5K 0.05% 377
2023
Q4 		$1.66M Sell
40,066
-25,169
-39% -$1.02M 0.04% 410
2023
Q3 		$2.68M Buy
65,235
+23,016
+55% +$912K 0.08% 241
2023
Q2 		$1.54M Buy
42,219
+8,910
+27% +$329K 0.05% 392
2023
Q1 		$1.21M Sell
33,309
-1,629
-5% -$67.3K 0.04% 443
2022
Q4 		$1.35M Buy
34,938
+6,835
+24% +$247K 0.06% 395
2022
Q3 		$847K Buy
28,103
+3,497
+14% +$126K 0.04% 548
2022
Q2 		$915K Buy
24,606
+683
+3% +$31K 0.04% 508
2022
Q1 		$1.17M Buy
23,923
+1,462
+7% +$72.2K 0.06% 371
2021
Q4 		$1.04M Buy
22,461
+5,816
+35% +$276K 0.06% 369
2021
Q3 		$773K Buy
16,645
+1,213
+8% +$54.9K 0.07% 315
2021
Q2 		$761K Sell
15,432
-12,904
-46% -$644K 0.08% 311
2021
Q1 		$1.4M Sell
28,336
-476
-2% -$19.8K 0.21% 96
2020
Q4 		$1.14M Buy
28,812
+4,137
+17% +$162K 0.25% 87
2020
Q3 		$793K Buy
24,675
+4,263
+21% +$132K 0.22% 98
2020
Q2 		$568K Buy
+20,412
New +$558K 0.26% 95

Other funds holding KB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its KB Financial Group (KB) stake by 53% in Q2 2026, buying an estimated $3.8M and bringing the position to 104,010 shares worth $10.9M. The position accounts for 0.09% of the portfolio, ranked #174.

Vanguard Personalized Indexing Management first reported a position in KB in Q2 2020 and has held it in 25 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Vanguard Personalized Indexing Management held 104,010 shares of KB Financial Group worth $10.9M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 35,990 KB Financial Group shares in Q2 2026, an estimated $3.8M.
  • KB Financial Group made up 0.09% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #174 holding.
  • Vanguard Personalized Indexing Management first reported a position in KB Financial Group in Q2 2020 and has held it in 25 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

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