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Vanguard Personalized Indexing Management’s Omega Healthcare OHI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.64M Buy
37,503
+2,710
+8% +$124K 0.02% 687
2025
Q4 		$1.54M Buy
34,793
+2,862
+9% +$123K 0.02% 701
2025
Q3 		$1.35M Buy
31,931
+1,009
+3% +$40.7K 0.01% 768
2025
Q2 		$1.13M Buy
30,922
+3,227
+12% +$120K 0.01% 822
2025
Q1 		$1.05M Sell
27,695
-440
-2% -$16.4K 0.02% 757
2024
Q4 		$1.06M Buy
28,135
+1,843
+7% +$73.6K 0.02% 748
2024
Q3 		$1.07M Buy
26,292
+1,648
+7% +$62.4K 0.02% 735
2024
Q2 		$838K Buy
24,644
+470
+2% +$14.8K 0.02% 762
2024
Q1 		$766K Sell
24,174
-5,961
-20% -$181K 0.02% 803
2023
Q4 		$924K Sell
30,135
-5,612
-16% -$180K 0.02% 691
2023
Q3 		$1.19M Buy
35,747
+2,017
+6% +$64.4K 0.04% 483
2023
Q2 		$1.04M Buy
33,730
+3,019
+10% +$87.2K 0.03% 554
2023
Q1 		$842K Sell
30,711
-5,103
-14% -$142K 0.03% 620
2022
Q4 		$1M Sell
35,814
-3,000
-8% -$90.5K 0.04% 500
2022
Q3 		$1.15M Buy
38,814
+104
+0.3% +$3.26K 0.05% 422
2022
Q2 		$1.09M Buy
38,710
+23,523
+155% +$669K 0.05% 425
2022
Q1 		$473K Buy
15,187
+6,214
+69% +$183K 0.02% 855
2021
Q4 		$266K Sell
8,973
-11,822
-57% -$345K 0.02% 902
2021
Q3 		$623K Buy
20,795
+12,918
+164% +$444K 0.06% 408
2021
Q2 		$286K Buy
+7,877
New +$292K 0.03% 753

Other funds holding OHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Omega Healthcare (OHI) stake by 7.8% in Q1 2026, buying an estimated $124K and bringing the position to 37,503 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #687.

Vanguard Personalized Indexing Management first reported a position in OHI in Q2 2021 and has held it in 20 quarters since. 741 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Vanguard Personalized Indexing Management held 37,503 shares of Omega Healthcare worth $1.64M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 2,710 Omega Healthcare shares in Q1 2026, an estimated $124K.
  • Omega Healthcare made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #687 holding.
  • Vanguard Personalized Indexing Management first reported a position in Omega Healthcare in Q2 2021 and has held it in 20 quarters since.
  • 741 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

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