Vanguard Personalized Indexing Management’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$495K	Buy	1,556 +172	+12%	+$57.7K	﹤0.01%	1318
2025 Q4	$475K	Hold	1,384	–	–	﹤0.01%	1272
2025 Q3	$461K	Buy	1,384 +185	+15%	+$58.8K	﹤0.01%	1274
2025 Q2	$365K	Buy	+1,199	New	+$334K	﹤0.01%	1356

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its iShares S&P 100 ETF (OEF) stake by 12% in Q1 2026, buying an estimated $57.7K and bringing the position to 1,556 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Vanguard Personalized Indexing Management first reported a position in OEF in Q2 2025 and has held it in 4 quarters since. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Vanguard Personalized Indexing Management held 1,556 shares of iShares S&P 100 ETF worth $495K as of Q1 2026.
Vanguard Personalized Indexing Management bought 172 iShares S&P 100 ETF shares in Q1 2026, an estimated $57.7K.
iShares S&P 100 ETF made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1318 holding.
Vanguard Personalized Indexing Management first reported a position in iShares S&P 100 ETF in Q2 2025 and has held it in 4 quarters since.
1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

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