Vanguard Personalized Indexing Management
LRGF icon

Vanguard Personalized Indexing Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Buy
+2,869
New +$210K ﹤0.01% 1875

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

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

Vanguard Personalized Indexing Management opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 2,869 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1875 among its holdings.

252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Vanguard Personalized Indexing Management held 2,869 shares of iShares US Equity Factor ETF worth $217K as of Q2 2026.
  • iShares US Equity Factor ETF was a new Vanguard Personalized Indexing Management position in Q2 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1875 holding.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

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