Vanguard Personalized Indexing Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-336	Closed	-$207K	–	2303
2026 Q1	$207K	Sell	336 -14	-4%	-$8.87K	﹤0.01%	1804
2025 Q4	$211K	Sell	350 -130	-27%	-$77.8K	﹤0.01%	1702
2025 Q3	$286K	Sell	480 -20	-4%	-$11.7K	﹤0.01%	1531
2025 Q2	$283K	Sell	500 -1	-0.2%	-$537	﹤0.01%	1476
2025 Q1	$267K	Buy	501 +86	+21%	+$48.8K	﹤0.01%	1391
2024 Q4	$236K	Hold	415	–	–	﹤0.01%	1448
2024 Q3	$236K	Buy	+415	New	+$229K	﹤0.01%	1462

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Vanguard Personalized Indexing Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026, closing a stake of 336 shares — an estimated $207K sold.

Vanguard Personalized Indexing Management first reported a position in MDY in Q3 2024 and held it in 7 quarters. The position peaked at $286K in Q3 2025. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Vanguard Personalized Indexing Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2026 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 336 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $207K.
Vanguard Personalized Indexing Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and held it in 7 quarters.
Vanguard Personalized Indexing Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $286K in Q3 2025.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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