Vanguard Personalized Indexing Management
MMS icon

Vanguard Personalized Indexing Management’s Maximus MMS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$360K Sell
6,699
-2,156
-24% -$134K ﹤0.01% 1589
2026
Q1 		$568K Sell
8,855
-232
-3% -$18.8K 0.01% 1243
2025
Q4 		$784K Sell
9,087
-320
-3% -$27.4K 0.01% 1034
2025
Q3 		$860K Buy
9,407
+800
+9% +$64.8K 0.01% 981
2025
Q2 		$604K Buy
8,607
+2,092
+32% +$147K 0.01% 1108
2025
Q1 		$444K Buy
6,515
+2,521
+63% +$180K 0.01% 1167
2024
Q4 		$298K Sell
3,994
-369
-8% -$30.1K ﹤0.01% 1337
2024
Q3 		$406K Buy
4,363
+223
+5% +$19.9K 0.01% 1200
2024
Q2 		$355K Buy
4,140
+109
+3% +$9.16K 0.01% 1195
2024
Q1 		$338K Sell
4,031
-1,113
-22% -$91.6K 0.01% 1219
2023
Q4 		$431K Buy
+5,144
New +$410K 0.01% 1076
2023
Q3 		– Sell
-2,506
Closed -$212K – 1530
2023
Q2 		$212K Sell
2,506
-153
-6% -$12.6K 0.01% 1306
2023
Q1 		$209K Buy
+2,659
New +$205K 0.01% 1315

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Maximus (MMS) stake by 24% in Q2 2026, selling an estimated $134K and leaving 6,699 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Vanguard Personalized Indexing Management first reported a position in MMS in Q1 2023 and has held it in 13 quarters since. The position peaked at $860K in Q3 2025. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Vanguard Personalized Indexing Management held 6,699 shares of Maximus worth $360K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 2,156 Maximus shares in Q2 2026, an estimated $134K.
  • Maximus made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1589 holding.
  • Vanguard Personalized Indexing Management first reported a position in Maximus in Q1 2023 and has held it in 13 quarters since.
  • Vanguard Personalized Indexing Management's Maximus position peaked at $860K in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

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