Vanguard Personalized Indexing Management’s News Corp Class B NWS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio NWS Stock Details NWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$414K	Sell	14,507 -1,104	-7%	-$31.1K	﹤0.01%	1421
2025 Q4	$463K	Sell	15,611 -119	-0.8%	-$3.55K	﹤0.01%	1282
2025 Q3	$543K	Buy	15,730 +194	+1%	+$6.55K	0.01%	1205
2025 Q2	$533K	Sell	15,536 -279	-2%	-$8.84K	0.01%	1173
2025 Q1	$480K	Buy	15,815 +139	+0.9%	+$4.4K	0.01%	1139
2024 Q4	$477K	Sell	15,676 -919	-6%	-$27.7K	0.01%	1134
2024 Q3	$464K	Buy	16,595 +1,874	+13%	+$52.8K	0.01%	1125
2024 Q2	$418K	Buy	14,721 +39	+0.3%	+$1.04K	0.01%	1116
2024 Q1	$397K	Buy	14,682 +76	+0.5%	+$2.01K	0.01%	1128
2023 Q4	$376K	Sell	14,606 -5,517	-27%	-$125K	0.01%	1138
2023 Q3	$420K	Buy	20,123 +4,591	+30%	+$95.1K	0.01%	963
2023 Q2	$306K	Buy	15,532 +10	+0.1%	+$183	0.01%	1116
2023 Q1	$271K	Sell	15,522 -2,525	-14%	-$46.6K	0.01%	1165
2022 Q4	$333K	Sell	18,047 -1,155	-6%	-$20.4K	0.01%	944
2022 Q3	$296K	Buy	19,202 +3,983	+26%	+$67.9K	0.01%	977
2022 Q2	$242K	Buy	+15,219	New	+$283K	0.01%	1058
2022 Q1	–	Sell	-45,220	Closed	-$1.02M	–	1223
2021 Q4	$1.02M	Buy	+45,220	New	+$1.04M	0.06%	379

Other funds holding NWS

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return