VPIM
NHI icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM