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Vanguard Personalized Indexing Management’s Klaviyo KVYO Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio KVYO Stock Details KVYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$337K Buy
17,321
+5,435
+46% +$117K ﹤0.01% 1543
2025
Q4 		$386K Buy
11,886
+2,574
+28% +$72.1K ﹤0.01% 1389
2025
Q3 		$258K Buy
9,312
+469
+5% +$15.1K ﹤0.01% 1571
2025
Q2 		$297K Buy
8,843
+958
+12% +$30.4K ﹤0.01% 1447
2025
Q1 		$239K Buy
7,885
+598
+8% +$24.1K ﹤0.01% 1446
2024
Q4 		$301K Buy
+7,287
New +$278K ﹤0.01% 1332

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Personalized Indexing Management's KVYO Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Klaviyo (KVYO) stake by 46% in Q1 2026, buying an estimated $117K and bringing the position to 17,321 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Vanguard Personalized Indexing Management first reported a position in KVYO in Q4 2024 and has held it in 6 quarters since. The position peaked at $386K in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Vanguard Personalized Indexing Management held 17,321 shares of Klaviyo worth $337K as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 5,435 Klaviyo shares in Q1 2026, an estimated $117K.
  • Klaviyo made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1543 holding.
  • Vanguard Personalized Indexing Management first reported a position in Klaviyo in Q4 2024 and has held it in 6 quarters since.
  • Vanguard Personalized Indexing Management's Klaviyo position peaked at $386K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.