Vanguard Personalized Indexing Management
KVYO icon

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
Q2 		$297K Buy
19,693
+2,372
+14% +$39.3K ﹤0.01% 1709
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 $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Klaviyo (KVYO) stake by 14% in Q2 2026, buying an estimated $39.3K and bringing the position to 19,693 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Vanguard Personalized Indexing Management first reported a position in KVYO in Q4 2024 and has held it in 7 quarters since. The position peaked at $386K in Q4 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Vanguard Personalized Indexing Management held 19,693 shares of Klaviyo worth $297K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 2,372 Klaviyo shares in Q2 2026, an estimated $39.3K.
  • Klaviyo made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1709 holding.
  • Vanguard Personalized Indexing Management first reported a position in Klaviyo in Q4 2024 and has held it in 7 quarters since.
  • Vanguard Personalized Indexing Management's Klaviyo position peaked at $386K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

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