VPIM
NOTE

Vanguard Personalized Indexing Management’s FiscalNote NOTE Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,039
Closed -$13.1K – 2034
2025
Q2 		$13.1K Buy
+2,039
New +$15.3K ﹤0.01% 1921

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Personalized Indexing Management's NOTE Position: Q3 2025 in Review

Vanguard Personalized Indexing Management sold out of FiscalNote (NOTE) in Q3 2025, closing a stake of 2,039 shares — an estimated $13.1K sold.

Vanguard Personalized Indexing Management first reported a position in NOTE in Q2 2025 and held it in 1 quarter. The position peaked at $13.1K in Q2 2025. 47 funds tracked by Wall St. Rank hold NOTE as of Q3 2025.

  • Vanguard Personalized Indexing Management reported no remaining FiscalNote position as of Q3 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 2,039 FiscalNote shares in Q3 2025, an estimated $13.1K.
  • Vanguard Personalized Indexing Management first reported a position in FiscalNote in Q2 2025 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's FiscalNote position peaked at $13.1K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held FiscalNote as of Q3 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2025, filed 31 Oct 2025.