Vanguard Personalized Indexing Management
NVX

Vanguard Personalized Indexing Management’s NOVONIX NVX Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio NVX Stock Details NVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.5K Sell
4,233
-6,677
-61% -$44.4K ﹤0.01% 2205
2026
Q1 		$75.3K Buy
10,910
+6,169
+130% +$59.9K ﹤0.01% 1998
2025
Q4 		$47.9K Buy
+4,741
New +$67.3K ﹤0.01% 1890

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $984M AUM 34.75% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its NOVONIX (NVX) stake by 61% in Q2 2026, selling an estimated $44.4K and leaving 4,233 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Vanguard Personalized Indexing Management first reported a position in NVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $75.3K in Q1 2026. 25 funds tracked by Wall St. Rank hold NVX as of Q2 2026.

  • Vanguard Personalized Indexing Management held 4,233 shares of NOVONIX worth $19.5K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 6,677 NOVONIX shares in Q2 2026, an estimated $44.4K.
  • NOVONIX made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #2205 holding.
  • Vanguard Personalized Indexing Management first reported a position in NOVONIX in Q4 2025 and has held it in 3 quarters since.
  • Vanguard Personalized Indexing Management's NOVONIX position peaked at $75.3K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held NOVONIX as of Q2 2026.

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