Vanguard Personalized Indexing Management
O icon

Vanguard Personalized Indexing Management’s Realty Income O Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.67M Sell
123,724
-8,162
-6% -$509K 0.06% 254
2026
Q1 		$8.07M Buy
131,886
+11,326
+9% +$709K 0.08% 213
2025
Q4 		$6.8M Sell
120,560
-3,922
-3% -$227K 0.07% 242
2025
Q3 		$7.57M Buy
124,482
+7,536
+6% +$439K 0.08% 216
2025
Q2 		$6.74M Buy
116,946
+15,837
+16% +$896K 0.08% 218
2025
Q1 		$5.87M Buy
101,109
+12,588
+14% +$697K 0.09% 204
2024
Q4 		$4.73M Buy
88,521
+4,892
+6% +$285K 0.07% 229
2024
Q3 		$5.3M Buy
83,629
+9,635
+13% +$573K 0.09% 201
2024
Q2 		$3.73M Buy
73,994
+9,874
+15% +$527K 0.07% 240
2024
Q1 		$3.47M Buy
64,120
+11,359
+22% +$615K 0.07% 242
2023
Q4 		$3.03M Buy
52,761
+13,928
+36% +$731K 0.08% 237
2023
Q3 		$1.94M Sell
38,833
-1,575
-4% -$90.6K 0.06% 322
2023
Q2 		$2.42M Buy
40,408
+5,664
+16% +$346K 0.07% 261
2023
Q1 		$2.2M Buy
34,744
+682
+2% +$44.2K 0.08% 258
2022
Q4 		$2.16M Buy
34,062
+2,866
+9% +$178K 0.09% 246
2022
Q3 		$1.82M Sell
31,196
-2,818
-8% -$194K 0.08% 249
2022
Q2 		$2.32M Buy
34,014
+11,853
+53% +$814K 0.11% 179
2022
Q1 		$1.54M Buy
22,161
+2,648
+14% +$180K 0.07% 266
2021
Q4 		$1.4M Buy
19,513
+11,212
+135% +$771K 0.08% 259
2021
Q3 		$522K Buy
8,301
+1,213
+17% +$81.9K 0.05% 487
2021
Q2 		$458K Sell
7,088
-423
-6% -$27.8K 0.05% 525
2021
Q1 		$462K Buy
7,511
+3,434
+84% +$203K 0.07% 340
2020
Q4 		$246K Buy
4,077
+326
+9% +$19.3K 0.05% 444
2020
Q3 		$221K Buy
+3,751
New +$222K 0.06% 374

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Vanguard Personalized Indexing Management reduced its Realty Income (O) stake by 6.2% in Q2 2026, selling an estimated $509K and leaving 123,724 shares worth $7.67M. The position accounts for 0.06% of the portfolio, ranked #254.

Vanguard Personalized Indexing Management first reported a position in O in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.07M in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Vanguard Personalized Indexing Management held 123,724 shares of Realty Income worth $7.67M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 8,162 Realty Income shares in Q2 2026, an estimated $509K.
  • Realty Income made up 0.06% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #254 holding.
  • Vanguard Personalized Indexing Management first reported a position in Realty Income in Q3 2020 and has held it in 24 quarters since.
  • Vanguard Personalized Indexing Management's Realty Income position peaked at $8.07M in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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