VPIM
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
Q1 		$75.3K Buy
109,097
+61,688
+130% +$59.9K ﹤0.01% 1998
2025
Q4 		$47.9K Buy
+47,409
New +$67.3K ﹤0.01% 1890

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $1.69B AUM 104.84% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SP
SmartHarvest Portfolios Poulsbo, Washington $240M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Personalized Indexing Management's NVX Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its NOVONIX (NVX) stake by 130% in Q1 2026, buying an estimated $59.9K and bringing the position to 109,097 shares worth $75.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Vanguard Personalized Indexing Management first reported a position in NVX in Q4 2025 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold NVX as of Q1 2026.

  • Vanguard Personalized Indexing Management held 109,097 shares of NOVONIX worth $75.3K as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 61,688 NOVONIX shares in Q1 2026, an estimated $59.9K.
  • NOVONIX made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1998 holding.
  • Vanguard Personalized Indexing Management first reported a position in NOVONIX in Q4 2025 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held NOVONIX as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.