Vanguard Personalized Indexing Management
LBRT icon

Vanguard Personalized Indexing Management’s Liberty Energy LBRT Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$706K Buy
26,975
+201
+0.8% +$6.01K 0.01% 1188
2026
Q1 		$771K Buy
26,774
+5,660
+27% +$144K 0.01% 1061
2025
Q4 		$390K Buy
21,114
+6,026
+40% +$101K ﹤0.01% 1385
2025
Q3 		$186K Buy
15,088
+1,143
+8% +$13.2K ﹤0.01% 1725
2025
Q2 		$160K Sell
13,945
-2,939
-17% -$35.6K ﹤0.01% 1668
2025
Q1 		$267K Buy
16,884
+213
+1% +$3.82K ﹤0.01% 1390
2024
Q4 		$332K Buy
16,671
+331
+2% +$6.12K 0.01% 1294
2024
Q3 		$312K Sell
16,340
-94
-0.6% -$1.94K 0.01% 1325
2024
Q2 		$343K Buy
16,434
+2,560
+18% +$57.1K 0.01% 1216
2024
Q1 		$287K Buy
13,874
+2,622
+23% +$51.9K 0.01% 1285
2023
Q4 		$204K Sell
11,252
-132
-1% -$2.51K 0.01% 1408
2023
Q3 		$211K Buy
+11,384
New +$188K 0.01% 1282

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Vanguard Personalized Indexing Management increased its Liberty Energy (LBRT) stake by 0.75% in Q2 2026, buying an estimated $6.01K and bringing the position to 26,975 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #1188.

Vanguard Personalized Indexing Management first reported a position in LBRT in Q3 2023 and has held it in 12 quarters since. The position peaked at $771K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Vanguard Personalized Indexing Management held 26,975 shares of Liberty Energy worth $706K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 201 Liberty Energy shares in Q2 2026, an estimated $6.01K.
  • Liberty Energy made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1188 holding.
  • Vanguard Personalized Indexing Management first reported a position in Liberty Energy in Q3 2023 and has held it in 12 quarters since.
  • Vanguard Personalized Indexing Management's Liberty Energy position peaked at $771K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

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