Vanguard Personalized Indexing Management’s National Health Investors NHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$527K	Buy	6,908 +952	+16%	+$72.9K	﹤0.01%	1362
2026 Q1	$482K	Buy	5,956 +520	+10%	+$43.3K	﹤0.01%	1335
2025 Q4	$415K	Buy	5,436 +265	+5%	+$20.3K	﹤0.01%	1338
2025 Q3	$411K	Sell	5,171 -184	-3%	-$13.8K	﹤0.01%	1333
2025 Q2	$375K	Sell	5,355 -266	-5%	-$19.5K	﹤0.01%	1336
2025 Q1	$415K	Buy	5,621 +744	+15%	+$52.5K	0.01%	1196
2024 Q4	$338K	Buy	4,877 +519	+12%	+$39.5K	0.01%	1287
2024 Q3	$366K	Buy	4,358 +294	+7%	+$22.7K	0.01%	1254
2024 Q2	$275K	Buy	+4,064	New	+$261K	0.01%	1308
2022 Q4	–	Sell	-3,567	Closed	-$202K	–	1309
2022 Q3	$202K	Buy	+3,567	New	+$225K	0.01%	1110

Other funds holding NHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Vanguard Personalized Indexing Management increased its National Health Investors (NHI) stake by 16% in Q2 2026, buying an estimated $72.9K and bringing the position to 6,908 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Vanguard Personalized Indexing Management first reported a position in NHI in Q3 2022 and has held it in 10 quarters since. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Vanguard Personalized Indexing Management held 6,908 shares of National Health Investors worth $527K as of Q2 2026.
Vanguard Personalized Indexing Management bought 952 National Health Investors shares in Q2 2026, an estimated $72.9K.
National Health Investors made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1362 holding.
Vanguard Personalized Indexing Management first reported a position in National Health Investors in Q3 2022 and has held it in 10 quarters since.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

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