Vanguard Personalized Indexing Management
NTB icon

Vanguard Personalized Indexing Management’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio NTB Stock Details NTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291K Buy
4,897
+242
+5% +$13.7K ﹤0.01% 1718
2026
Q1 		$244K Sell
4,655
-789
-14% -$40.5K ﹤0.01% 1720
2025
Q4 		$271K Buy
5,444
+95
+2% +$4.38K ﹤0.01% 1577
2025
Q3 		$230K Buy
5,349
+547
+11% +$24.7K ﹤0.01% 1629
2025
Q2 		$213K Buy
+4,802
New +$197K ﹤0.01% 1601

Other funds holding NTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RIM
Rovida Investment Management Grand Cayman, Cayman Islands $1.47B AUM 142.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Bank of N.T. Butterfield & Son (NTB) stake by 5.2% in Q2 2026, buying an estimated $13.7K and bringing the position to 4,897 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Vanguard Personalized Indexing Management first reported a position in NTB in Q2 2025 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold NTB as of Q2 2026.

  • Vanguard Personalized Indexing Management held 4,897 shares of Bank of N.T. Butterfield & Son worth $291K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 242 Bank of N.T. Butterfield & Son shares in Q2 2026, an estimated $13.7K.
  • Bank of N.T. Butterfield & Son made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1718 holding.
  • Vanguard Personalized Indexing Management first reported a position in Bank of N.T. Butterfield & Son in Q2 2025 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q2 2026.

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