Vanguard Personalized Indexing Management
MMSI icon

Vanguard Personalized Indexing Management’s Merit Medical Systems MMSI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio MMSI Stock Details MMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Buy
14,760
+7,481
+103% +$494K 0.01% 976
2026
Q1 		$502K Buy
7,279
+3,595
+98% +$281K ﹤0.01% 1309
2025
Q4 		$325K Buy
3,684
+438
+13% +$37.3K ﹤0.01% 1476
2025
Q3 		$270K Buy
3,246
+5
+0.2% +$435 ﹤0.01% 1550
2025
Q2 		$303K Sell
3,241
-178
-5% -$16.9K ﹤0.01% 1438
2025
Q1 		$361K Buy
3,419
+85
+3% +$8.77K 0.01% 1257
2024
Q4 		$322K Sell
3,334
-222
-6% -$22.1K ﹤0.01% 1306
2024
Q3 		$351K Buy
3,556
+142
+4% +$13K 0.01% 1271
2024
Q2 		$291K Sell
3,414
-592
-15% -$46.6K 0.01% 1287
2024
Q1 		$303K Buy
4,006
+322
+9% +$24.9K 0.01% 1256
2023
Q4 		$280K Buy
3,684
+552
+18% +$38.5K 0.01% 1264
2023
Q3 		$216K Sell
3,132
-1,101
-26% -$79.2K 0.01% 1273
2023
Q2 		$354K Buy
4,233
+190
+5% +$15.5K 0.01% 1045
2023
Q1 		$299K Buy
+4,043
New +$284K 0.01% 1122

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Merit Medical Systems (MMSI) stake by 103% in Q2 2026, buying an estimated $494K and bringing the position to 14,760 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #976.

Vanguard Personalized Indexing Management first reported a position in MMSI in Q1 2023 and has held it in 14 quarters since. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 14,760 shares of Merit Medical Systems worth $1.02M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 7,481 Merit Medical Systems shares in Q2 2026, an estimated $494K.
  • Merit Medical Systems made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #976 holding.
  • Vanguard Personalized Indexing Management first reported a position in Merit Medical Systems in Q1 2023 and has held it in 14 quarters since.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

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