Vanguard Personalized Indexing Management’s NewMarket NEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$471K	Sell	735 -91	-11%	-$59K	﹤0.01%	1347
2025 Q4	$568K	Buy	826 +47	+6%	+$35.9K	0.01%	1186
2025 Q3	$645K	Buy	779 +28	+4%	+$21.6K	0.01%	1125
2025 Q2	$519K	Buy	751 +176	+31%	+$109K	0.01%	1181
2025 Q1	$326K	Sell	575 -81	-12%	-$42.7K	﹤0.01%	1305
2024 Q4	$347K	Buy	656 +174	+36%	+$93.2K	0.01%	1279
2024 Q3	$266K	Buy	482 +47	+11%	+$25.7K	﹤0.01%	1402
2024 Q2	$224K	Sell	435 -45	-9%	-$25K	﹤0.01%	1409
2024 Q1	$305K	Sell	480 -125	-21%	-$74.9K	0.01%	1255
2023 Q4	$330K	Buy	+605	New	+$304K	0.01%	1184

Other funds holding NEU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Personalized Indexing Management's NEU Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its NewMarket (NEU) stake by 11% in Q1 2026, selling an estimated $59K and leaving 735 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Vanguard Personalized Indexing Management first reported a position in NEU in Q4 2023 and has held it in 10 quarters since. The position peaked at $645K in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

Vanguard Personalized Indexing Management held 735 shares of NewMarket worth $471K as of Q1 2026.
Vanguard Personalized Indexing Management sold 91 NewMarket shares in Q1 2026, an estimated $59K.
NewMarket made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1347 holding.
Vanguard Personalized Indexing Management first reported a position in NewMarket in Q4 2023 and has held it in 10 quarters since.
Vanguard Personalized Indexing Management's NewMarket position peaked at $645K in Q3 2025.
382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.