Vanguard Personalized Indexing Management
NI icon

Vanguard Personalized Indexing Management’s NiSource NI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.05M Buy
64,160
+3,656
+6% +$173K 0.03% 496
2026
Q1 		$2.82M Buy
60,504
+7,743
+15% +$349K 0.03% 485
2025
Q4 		$2.2M Buy
52,761
+3,705
+8% +$158K 0.02% 566
2025
Q3 		$2.12M Buy
49,056
+834
+2% +$34.5K 0.02% 571
2025
Q2 		$1.95M Buy
48,222
+6,969
+17% +$273K 0.02% 579
2025
Q1 		$1.65M Buy
41,253
+1,456
+4% +$56.1K 0.02% 563
2024
Q4 		$1.46M Buy
39,797
+2,670
+7% +$95.9K 0.02% 594
2024
Q3 		$1.29M Buy
37,127
+6,910
+23% +$220K 0.02% 648
2024
Q2 		$870K Buy
30,217
+5,161
+21% +$146K 0.02% 748
2024
Q1 		$693K Buy
25,056
+5,430
+28% +$143K 0.01% 848
2023
Q4 		$521K Sell
19,626
-17,477
-47% -$449K 0.01% 981
2023
Q3 		$916K Buy
37,103
+3,649
+11% +$98.6K 0.03% 604
2023
Q2 		$915K Buy
33,454
+2,735
+9% +$75.9K 0.03% 609
2023
Q1 		$859K Sell
30,719
-1,999
-6% -$54.7K 0.03% 609
2022
Q4 		$897K Buy
32,718
+3,169
+11% +$83.3K 0.04% 554
2022
Q3 		$744K Buy
29,549
+566
+2% +$16.7K 0.03% 614
2022
Q2 		$855K Buy
28,983
+7,319
+34% +$222K 0.04% 539
2022
Q1 		$689K Buy
21,664
+3,494
+19% +$101K 0.03% 657
2021
Q4 		$502K Buy
+18,170
New +$462K 0.03% 700

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its NiSource (NI) stake by 6% in Q2 2026, buying an estimated $173K and bringing the position to 64,160 shares worth $3.05M. The position accounts for 0.03% of the portfolio, ranked #496.

Vanguard Personalized Indexing Management first reported a position in NI in Q4 2021 and has held it in 19 quarters since. 913 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 64,160 shares of NiSource worth $3.05M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 3,656 NiSource shares in Q2 2026, an estimated $173K.
  • NiSource made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #496 holding.
  • Vanguard Personalized Indexing Management first reported a position in NiSource in Q4 2021 and has held it in 19 quarters since.
  • 913 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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