Vanguard Personalized Indexing Management
MO icon

Vanguard Personalized Indexing Management’s Altria Group MO Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.8M Buy
247,822
+5,416
+2% +$378K 0.15% 102
2026
Q1 		$16M Buy
242,406
+17,042
+8% +$1.1M 0.16% 102
2025
Q4 		$13M Sell
225,364
-32,427
-13% -$1.96M 0.13% 119
2025
Q3 		$17M Buy
257,791
+2,476
+1% +$157K 0.17% 88
2025
Q2 		$15M Buy
255,315
+41,472
+19% +$2.44M 0.17% 101
2025
Q1 		$12.8M Buy
213,843
+21,688
+11% +$1.18M 0.19% 92
2024
Q4 		$10M Buy
192,155
+11,993
+7% +$639K 0.15% 100
2024
Q3 		$9.2M Buy
180,162
+25,395
+16% +$1.28M 0.15% 113
2024
Q2 		$6.97M Buy
154,767
+50,275
+48% +$2.23M 0.13% 126
2024
Q1 		$4.56M Sell
104,492
-6,406
-6% -$266K 0.1% 190
2023
Q4 		$4.47M Buy
110,898
+23,268
+27% +$962K 0.11% 156
2023
Q3 		$3.68M Buy
87,630
+8,037
+10% +$355K 0.11% 172
2023
Q2 		$3.61M Sell
79,593
-6,352
-7% -$288K 0.11% 169
2023
Q1 		$3.83M Buy
85,945
+20,777
+32% +$955K 0.13% 139
2022
Q4 		$2.98M Buy
65,168
+3,793
+6% +$172K 0.12% 168
2022
Q3 		$2.48M Buy
61,375
+9,590
+19% +$418K 0.11% 175
2022
Q2 		$2.16M Sell
51,785
-3,130
-6% -$162K 0.1% 191
2022
Q1 		$2.87M Buy
54,915
+22,468
+69% +$1.14M 0.14% 126
2021
Q4 		$1.54M Buy
32,447
+359
+1% +$16.5K 0.09% 230
2021
Q3 		$1.46M Buy
32,088
+13,242
+70% +$640K 0.13% 149
2021
Q2 		$899K Buy
18,846
+2,701
+17% +$133K 0.09% 236
2021
Q1 		$826K Buy
16,145
+6,633
+70% +$297K 0.13% 180
2020
Q4 		$390K Buy
9,512
+132
+1% +$5.3K 0.08% 278
2020
Q3 		$362K Buy
9,380
+200
+2% +$8.32K 0.1% 242
2020
Q2 		$360K Sell
9,180
-1,083
-11% -$42.3K 0.16% 153
2020
Q1 		$397K Buy
+10,263
New +$455K 0.23% 121

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Altria Group (MO) stake by 2.2% in Q2 2026, buying an estimated $378K and bringing the position to 247,822 shares worth $17.8M. The position accounts for 0.15% of the portfolio, ranked #102.

Vanguard Personalized Indexing Management first reported a position in MO in Q1 2020 and has held it in 26 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Vanguard Personalized Indexing Management held 247,822 shares of Altria Group worth $17.8M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 5,416 Altria Group shares in Q2 2026, an estimated $378K.
  • Altria Group made up 0.15% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #102 holding.
  • Vanguard Personalized Indexing Management first reported a position in Altria Group in Q1 2020 and has held it in 26 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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