Vanguard Personalized Indexing Management
OR icon

Vanguard Personalized Indexing Management’s OR Royalties Inc OR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$598K Buy
18,911
+1,415
+8% +$52.2K ﹤0.01% 1302
2026
Q1 		$665K Sell
17,496
-216
-1% -$8.87K 0.01% 1138
2025
Q4 		$627K Buy
17,712
+1,241
+8% +$43.5K 0.01% 1135
2025
Q3 		$660K Buy
16,471
+1,446
+10% +$45.1K 0.01% 1113
2025
Q2 		$386K Buy
15,025
+203
+1% +$4.89K ﹤0.01% 1322
2025
Q1 		$313K Sell
14,822
-640
-4% -$12.3K ﹤0.01% 1320
2024
Q4 		$280K Buy
15,462
+8
+0.1% +$156 ﹤0.01% 1368
2024
Q3 		$286K Sell
15,454
-192
-1% -$3.32K ﹤0.01% 1369
2024
Q2 		$244K Sell
15,646
-997
-6% -$16.1K ﹤0.01% 1370
2024
Q1 		$273K Buy
16,643
+4,237
+34% +$62.6K 0.01% 1309
2023
Q4 		$177K Buy
+12,406
New +$163K ﹤0.01% 1426

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its OR Royalties Inc (OR) stake by 8.1% in Q2 2026, buying an estimated $52.2K and bringing the position to 18,911 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Vanguard Personalized Indexing Management first reported a position in OR in Q4 2023 and has held it in 11 quarters since. The position peaked at $665K in Q1 2026. 245 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • Vanguard Personalized Indexing Management held 18,911 shares of OR Royalties Inc worth $598K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,415 OR Royalties Inc shares in Q2 2026, an estimated $52.2K.
  • OR Royalties Inc made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1302 holding.
  • Vanguard Personalized Indexing Management first reported a position in OR Royalties Inc in Q4 2023 and has held it in 11 quarters since.
  • Vanguard Personalized Indexing Management's OR Royalties Inc position peaked at $665K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

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