Vanguard Personalized Indexing Management
LYG icon

Vanguard Personalized Indexing Management’s Lloyds Banking Group LYG Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.67M Buy
800,490
+37,859
+5% +$205K 0.04% 377
2026
Q1 		$3.84M Sell
762,631
-88,753
-10% -$487K 0.04% 388
2025
Q4 		$4.51M Buy
851,384
+28,626
+3% +$139K 0.04% 345
2025
Q3 		$3.74M Buy
822,758
+48,613
+6% +$213K 0.04% 387
2025
Q2 		$3.29M Buy
774,145
+71,101
+10% +$283K 0.04% 408
2025
Q1 		$2.69M Buy
703,044
+76,341
+12% +$252K 0.04% 398
2024
Q4 		$1.7M Buy
626,703
+26,205
+4% +$74.8K 0.03% 536
2024
Q3 		$1.87M Buy
600,498
+58,873
+11% +$177K 0.03% 495
2024
Q2 		$1.48M Buy
541,625
+84,403
+18% +$226K 0.03% 514
2024
Q1 		$1.18M Buy
457,222
+59,603
+15% +$137K 0.03% 576
2023
Q4 		$950K Buy
397,619
+84,592
+27% +$181K 0.02% 679
2023
Q3 		$667K Sell
313,027
-27,129
-8% -$58.8K 0.02% 756
2023
Q2 		$748K Buy
340,156
+45,987
+16% +$105K 0.02% 713
2023
Q1 		$683K Buy
294,169
+135,197
+85% +$327K 0.02% 717
2022
Q4 		$350K Sell
158,972
-167,873
-51% -$345K 0.01% 924
2022
Q3 		$585K Buy
326,845
+87,348
+36% +$181K 0.03% 725
2022
Q2 		$489K Buy
239,497
+27,440
+13% +$60.6K 0.02% 832
2022
Q1 		$511K Buy
212,057
+109,793
+107% +$292K 0.02% 821
2021
Q4 		$261K Buy
102,264
+30,253
+42% +$77.1K 0.02% 909
2021
Q3 		$176K Buy
+72,011
New +$176K 0.02% 937
2021
Q2 		– Sell
-79,620
Closed -$185K – 957
2021
Q1 		$185K Buy
79,620
+11,053
+16% +$23K 0.03% 681
2020
Q4 		$134K Buy
68,567
+11,560
+20% +$19.5K 0.03% 531
2020
Q3 		$74K Sell
57,007
-38,940
-41% -$54.6K 0.02% 450
2020
Q2 		$144K Buy
95,947
+56,142
+141% +$84.2K 0.07% 309
2020
Q1 		$60K Buy
+39,805
New +$103K 0.04% 256

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Lloyds Banking Group (LYG) stake by 5% in Q2 2026, buying an estimated $205K and bringing the position to 800,490 shares worth $4.67M. The position accounts for 0.04% of the portfolio, ranked #377.

Vanguard Personalized Indexing Management first reported a position in LYG in Q1 2020 and has held it in 25 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Vanguard Personalized Indexing Management held 800,490 shares of Lloyds Banking Group worth $4.67M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 37,859 Lloyds Banking Group shares in Q2 2026, an estimated $205K.
  • Lloyds Banking Group made up 0.04% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #377 holding.
  • Vanguard Personalized Indexing Management first reported a position in Lloyds Banking Group in Q1 2020 and has held it in 25 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

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