Vanguard Personalized Indexing Management
OTTR icon

Vanguard Personalized Indexing Management’s Otter Tail OTTR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Buy
2,838
+100
+4% +$8.84K ﹤0.01% 1790
2026
Q1 		$240K Buy
+2,738
New +$237K ﹤0.01% 1729
2022
Q3 		– Sell
-3,036
Closed -$204K – 1283
2022
Q2 		$204K Buy
+3,036
New +$193K 0.01% 1134

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Otter Tail (OTTR) stake by 3.7% in Q2 2026, buying an estimated $8.84K and bringing the position to 2,838 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Vanguard Personalized Indexing Management first reported a position in OTTR in Q2 2022 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Vanguard Personalized Indexing Management held 2,838 shares of Otter Tail worth $255K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 100 Otter Tail shares in Q2 2026, an estimated $8.84K.
  • Otter Tail made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1790 holding.
  • Vanguard Personalized Indexing Management first reported a position in Otter Tail in Q2 2022 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

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