Vanguard Personalized Indexing Management
NAVI icon

Vanguard Personalized Indexing Management’s Navient NAVI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Buy
30,392
+6,159
+25% +$51.7K ﹤0.01% 1783
2026
Q1 		$198K Buy
+24,233
New +$240K ﹤0.01% 1834
2024
Q4 		– Sell
-11,303
Closed -$176K – 1855
2024
Q3 		$176K Sell
11,303
-77
-0.7% -$1.19K ﹤0.01% 1552
2024
Q2 		$166K Buy
11,380
+341
+3% +$5.27K ﹤0.01% 1479
2024
Q1 		$192K Sell
11,039
-11,957
-52% -$202K ﹤0.01% 1460
2023
Q4 		$428K Sell
22,996
-8,286
-26% -$145K 0.01% 1079
2023
Q3 		$539K Sell
31,282
-1,253
-4% -$22.6K 0.02% 845
2023
Q2 		$605K Buy
32,535
+850
+3% +$14K 0.02% 812
2023
Q1 		$507K Buy
+31,685
New +$553K 0.02% 865

Other funds holding NAVI

SIM
Sherborne Investors Management New York $251M AUM 39.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Navient (NAVI) stake by 25% in Q2 2026, buying an estimated $51.7K and bringing the position to 30,392 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Vanguard Personalized Indexing Management first reported a position in NAVI in Q1 2023 and has held it in 9 quarters since. The position peaked at $605K in Q2 2023. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 30,392 shares of Navient worth $259K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 6,159 Navient shares in Q2 2026, an estimated $51.7K.
  • Navient made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1783 holding.
  • Vanguard Personalized Indexing Management first reported a position in Navient in Q1 2023 and has held it in 9 quarters since.
  • Vanguard Personalized Indexing Management's Navient position peaked at $605K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

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