Vanguard Personalized Indexing Management
MDU icon

Vanguard Personalized Indexing Management’s MDU Resources MDU Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio MDU Stock Details MDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$465K Sell
21,947
-6,173
-22% -$134K ﹤0.01% 1438
2026
Q1 		$583K Buy
28,120
+2,812
+11% +$57.6K 0.01% 1222
2025
Q4 		$494K Buy
25,308
+2,995
+13% +$58.9K ﹤0.01% 1255
2025
Q3 		$397K Sell
22,313
-2,805
-11% -$46.8K ﹤0.01% 1355
2025
Q2 		$419K Buy
25,118
+3,439
+16% +$57.8K ﹤0.01% 1286
2025
Q1 		$367K Buy
21,679
+6,981
+47% +$121K 0.01% 1251
2024
Q4 		$265K Sell
14,698
-29,382
-67% -$515K ﹤0.01% 1394
2024
Q3 		$669K Buy
44,080
+283
+0.6% +$4.03K 0.01% 956
2024
Q2 		$609K Buy
43,797
+1,475
+3% +$20.4K 0.01% 946
2024
Q1 		$591K Buy
+42,322
New +$490K 0.01% 921
2023
Q4 		– Sell
-21,470
Closed -$233K – 1610
2023
Q3 		$233K Sell
21,470
-9,103
-30% -$105K 0.01% 1229
2023
Q2 		$355K Sell
30,573
-8,746
-22% -$98.4K 0.01% 1043
2023
Q1 		$456K Sell
39,319
-8,992
-19% -$104K 0.02% 921
2022
Q4 		$557K Buy
48,311
+1,583
+3% +$17.8K 0.02% 765
2022
Q3 		$486K Sell
46,728
-691
-1% -$7.63K 0.02% 798
2022
Q2 		$487K Sell
47,419
-7,146
-13% -$72.6K 0.02% 835
2022
Q1 		$553K Buy
+54,565
New +$578K 0.03% 788
2021
Q4 		– Sell
-19,840
Closed -$224K – 1091
2021
Q3 		$224K Buy
+19,840
New +$238K 0.02% 889

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its MDU Resources (MDU) stake by 22% in Q2 2026, selling an estimated $134K and leaving 21,947 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Vanguard Personalized Indexing Management first reported a position in MDU in Q3 2021 and has held it in 18 quarters since. The position peaked at $669K in Q3 2024. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Vanguard Personalized Indexing Management held 21,947 shares of MDU Resources worth $465K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 6,173 MDU Resources shares in Q2 2026, an estimated $134K.
  • MDU Resources made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1438 holding.
  • Vanguard Personalized Indexing Management first reported a position in MDU Resources in Q3 2021 and has held it in 18 quarters since.
  • Vanguard Personalized Indexing Management's MDU Resources position peaked at $669K in Q3 2024.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

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