Vanguard Personalized Indexing Management
LUMN icon

Vanguard Personalized Indexing Management’s Lumen LUMN Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$762K Sell
99,242
-1,623
-2% -$14.2K 0.01% 1145
2026
Q1 		$701K Buy
100,865
+29,539
+41% +$224K 0.01% 1108
2025
Q4 		$554K Buy
71,326
+3,957
+6% +$32.6K 0.01% 1202
2025
Q3 		$412K Buy
67,369
+512
+0.8% +$2.46K ﹤0.01% 1332
2025
Q2 		$293K Buy
66,857
+1,125
+2% +$4.36K ﹤0.01% 1454
2025
Q1 		$258K Buy
65,732
+1,566
+2% +$7.8K ﹤0.01% 1410
2024
Q4 		$341K Sell
64,166
-437
-0.7% -$3.02K 0.01% 1284
2024
Q3 		$459K Buy
64,603
+21,758
+51% +$92.9K 0.01% 1131
2024
Q2 		$47K Sell
42,845
-30,614
-42% -$38.8K ﹤0.01% 1590
2024
Q1 		$115K Sell
73,459
-1,761
-2% -$2.75K ﹤0.01% 1513
2023
Q4 		$138K Sell
75,220
-34,532
-31% -$48.9K ﹤0.01% 1450
2023
Q3 		$156K Sell
109,752
-7,215
-6% -$12.2K ﹤0.01% 1336
2023
Q2 		$264K Sell
116,967
-281,536
-71% -$620K 0.01% 1201
2023
Q1 		$1.06M Buy
398,503
+334,644
+524% +$1.35M 0.04% 502
2022
Q4 		$333K Buy
63,859
+34,736
+119% +$213K 0.01% 942
2022
Q3 		$212K Sell
29,123
-55,659
-66% -$566K 0.01% 1093
2022
Q2 		$925K Buy
84,782
+11,937
+16% +$134K 0.04% 503
2022
Q1 		$821K Buy
72,845
+49,962
+218% +$572K 0.04% 570
2021
Q4 		$287K Buy
22,883
+6,719
+42% +$85.5K 0.02% 880
2021
Q3 		$200K Sell
16,164
-20,146
-55% -$253K 0.02% 927
2021
Q2 		$493K Buy
+36,310
New +$501K 0.05% 485

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Lumen (LUMN) stake by 1.6% in Q2 2026, selling an estimated $14.2K and leaving 99,242 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #1145.

Vanguard Personalized Indexing Management first reported a position in LUMN in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.06M in Q1 2023. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Vanguard Personalized Indexing Management held 99,242 shares of Lumen worth $762K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,623 Lumen shares in Q2 2026, an estimated $14.2K.
  • Lumen made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1145 holding.
  • Vanguard Personalized Indexing Management first reported a position in Lumen in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's Lumen position peaked at $1.06M in Q1 2023.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

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