Vanguard Personalized Indexing Management
LAD icon

Vanguard Personalized Indexing Management’s Lithia Motors LAD Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Buy
4,155
+748
+22% +$213K 0.01% 895
2026
Q1 		$851K Sell
3,407
-265
-7% -$78.7K 0.01% 1009
2025
Q4 		$1.22M Sell
3,672
-5
-0.1% -$1.59K 0.01% 816
2025
Q3 		$1.16M Sell
3,677
-313
-8% -$101K 0.01% 824
2025
Q2 		$1.35M Buy
3,990
+351
+10% +$109K 0.02% 727
2025
Q1 		$1.07M Buy
3,639
+254
+8% +$86.5K 0.02% 752
2024
Q4 		$1.21M Buy
3,385
+109
+3% +$38.4K 0.02% 691
2024
Q3 		$1.04M Buy
3,276
+648
+25% +$181K 0.02% 749
2024
Q2 		$663K Buy
2,628
+72
+3% +$18.8K 0.01% 888
2024
Q1 		$769K Sell
2,556
-1,212
-32% -$358K 0.02% 799
2023
Q4 		$1.24M Sell
3,768
-49
-1% -$13.4K 0.03% 526
2023
Q3 		$1.13M Sell
3,817
-142
-4% -$43.3K 0.03% 506
2023
Q2 		$1.2M Buy
3,959
+455
+13% +$109K 0.04% 482
2023
Q1 		$802K Buy
3,504
+1,075
+44% +$261K 0.03% 641
2022
Q4 		$497K Buy
2,429
+1,424
+142% +$304K 0.02% 803
2022
Q3 		$216K Sell
1,005
-961
-49% -$251K 0.01% 1082
2022
Q2 		$540K Sell
1,966
-913
-32% -$266K 0.03% 786
2022
Q1 		$864K Buy
+2,879
New +$899K 0.04% 533
2021
Q4 		– Sell
-1,336
Closed -$424K – 1086
2021
Q3 		$424K Buy
+1,336
New +$465K 0.04% 604

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Lithia Motors (LAD) stake by 22% in Q2 2026, buying an estimated $213K and bringing the position to 4,155 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #895.

Vanguard Personalized Indexing Management first reported a position in LAD in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q2 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Vanguard Personalized Indexing Management held 4,155 shares of Lithia Motors worth $1.21M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 748 Lithia Motors shares in Q2 2026, an estimated $213K.
  • Lithia Motors made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #895 holding.
  • Vanguard Personalized Indexing Management first reported a position in Lithia Motors in Q3 2021 and has held it in 19 quarters since.
  • Vanguard Personalized Indexing Management's Lithia Motors position peaked at $1.35M in Q2 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

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