Vanguard Personalized Indexing Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,529	Closed	-$505K	–	2218
2025 Q4	$505K	Hold	5,529	–	–	﹤0.01%	1244
2025 Q3	$493K	Hold	5,529	–	–	0.01%	1252
2025 Q2	$443K	Buy	5,529 +168	+3%	+$12.1K	0.01%	1255
2025 Q1	$365K	Buy	+5,361	New	+$400K	0.01%	1253

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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

Vanguard Personalized Indexing Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2026, closing a stake of 5,529 shares — an estimated $505K sold.

Vanguard Personalized Indexing Management first reported a position in ONEQ in Q1 2025 and held it in 4 quarters. The position peaked at $505K in Q4 2025. 396 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Vanguard Personalized Indexing Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2026 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 5,529 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $505K.
Vanguard Personalized Indexing Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2025 and held it in 4 quarters.
Vanguard Personalized Indexing Management's Fidelity Nasdaq Composite Index ETF position peaked at $505K in Q4 2025.
396 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

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