Vanguard Personalized Indexing Management
OWL icon

Vanguard Personalized Indexing Management’s Blue Owl Capital OWL Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$859K Sell
98,155
-9,537
-9% -$90.6K 0.01% 1081
2026
Q1 		$983K Buy
107,692
+63,891
+146% +$772K 0.01% 939
2025
Q4 		$654K Buy
43,801
+2,617
+6% +$40.9K 0.01% 1107
2025
Q3 		$697K Sell
41,184
-822
-2% -$15.6K 0.01% 1082
2025
Q2 		$807K Buy
42,006
+3,189
+8% +$59K 0.01% 972
2025
Q1 		$778K Buy
38,817
+10,358
+36% +$233K 0.01% 912
2024
Q4 		$662K Buy
28,459
+519
+2% +$11.9K 0.01% 977
2024
Q3 		$541K Buy
27,940
+942
+3% +$16.8K 0.01% 1058
2024
Q2 		$479K Buy
26,998
+1,103
+4% +$20.2K 0.01% 1055
2024
Q1 		$488K Buy
25,895
+1,957
+8% +$32.8K 0.01% 1039
2023
Q4 		$357K Buy
23,938
+7,696
+47% +$104K 0.01% 1161
2023
Q3 		$210K Buy
16,242
+2,693
+20% +$32.1K 0.01% 1283
2023
Q2 		$158K Buy
13,549
+2,628
+24% +$28.3K ﹤0.01% 1369
2023
Q1 		$121K Sell
10,921
-4,111
-27% -$49.2K ﹤0.01% 1384
2022
Q4 		$159K Buy
+15,032
New +$159K 0.01% 1181
2022
Q1 		– Sell
-12,657
Closed -$189K – 1224
2021
Q4 		$189K Buy
+12,657
New +$200K 0.01% 1003

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Blue Owl Capital (OWL) stake by 8.9% in Q2 2026, selling an estimated $90.6K and leaving 98,155 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #1081.

Vanguard Personalized Indexing Management first reported a position in OWL in Q4 2021 and has held it in 16 quarters since. The position peaked at $983K in Q1 2026. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Vanguard Personalized Indexing Management held 98,155 shares of Blue Owl Capital worth $859K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 9,537 Blue Owl Capital shares in Q2 2026, an estimated $90.6K.
  • Blue Owl Capital made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1081 holding.
  • Vanguard Personalized Indexing Management first reported a position in Blue Owl Capital in Q4 2021 and has held it in 16 quarters since.
  • Vanguard Personalized Indexing Management's Blue Owl Capital position peaked at $983K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

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