VPIM
OTEX icon

Vanguard Personalized Indexing Management’s Open Text OTEX Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio OTEX Stock Details OTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$416K Sell
18,714
-4,624
-20% -$120K ﹤0.01% 1417
2025
Q4 		$760K Sell
23,338
-1,254
-5% -$44.7K 0.01% 1047
2025
Q3 		$919K Buy
24,592
+4,405
+22% +$141K 0.01% 947
2025
Q2 		$589K Sell
20,187
-587
-3% -$16K 0.01% 1124
2025
Q1 		$525K Buy
20,774
+6,897
+50% +$189K 0.01% 1092
2024
Q4 		$393K Sell
13,877
-7,437
-35% -$229K 0.01% 1227
2024
Q3 		$709K Buy
21,314
+3,878
+22% +$122K 0.01% 929
2024
Q2 		$524K Buy
17,436
+874
+5% +$28K 0.01% 1013
2024
Q1 		$643K Buy
16,562
+85
+0.5% +$3.42K 0.01% 881
2023
Q4 		$692K Sell
16,477
-440
-3% -$16.5K 0.02% 834
2023
Q3 		$594K Buy
16,917
+1,158
+7% +$45.3K 0.02% 806
2023
Q2 		$655K Buy
15,759
+2,668
+20% +$107K 0.02% 774
2023
Q1 		$505K Buy
13,091
+1,219
+10% +$42.1K 0.02% 867
2022
Q4 		$352K Sell
11,872
-2,223
-16% -$63K 0.01% 922
2022
Q3 		$373K Buy
14,095
+2,926
+26% +$103K 0.02% 887
2022
Q2 		$423K Buy
11,169
+4,583
+70% +$182K 0.02% 869
2022
Q1 		$279K Buy
6,586
+2,027
+44% +$90K 0.01% 1019
2021
Q4 		$216K Buy
+4,559
New +$224K 0.01% 971

Other funds holding OTEX

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return