VPIM
LFT

Vanguard Personalized Indexing Management’s Lument Finance Trust LFT Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,633
Closed -$23.5K – 2027
2025
Q3 		$23.5K Buy
+11,633
New +$25.5K ﹤0.01% 1960

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MW
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State Street
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Northern Trust
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
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DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Vanguard Personalized Indexing Management's LFT Position: Q4 2025 in Review

Vanguard Personalized Indexing Management sold out of Lument Finance Trust (LFT) in Q4 2025, closing a stake of 11,633 shares — an estimated $23.5K sold.

Vanguard Personalized Indexing Management first reported a position in LFT in Q3 2025 and held it in 1 quarter. The position peaked at $23.5K in Q3 2025. 63 funds tracked by Wall St. Rank hold LFT as of Q4 2025.

  • Vanguard Personalized Indexing Management reported no remaining Lument Finance Trust position as of Q4 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 11,633 Lument Finance Trust shares in Q4 2025, an estimated $23.5K.
  • Vanguard Personalized Indexing Management first reported a position in Lument Finance Trust in Q3 2025 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's Lument Finance Trust position peaked at $23.5K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Lument Finance Trust as of Q4 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2025, filed 13 Feb 2026.