VPIM
OZK icon

Vanguard Personalized Indexing Management’s Bank OZK OZK Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$791K Buy
17,246
+2,503
+17% +$118K 0.01% 1045
2025
Q4 		$678K Sell
14,743
-981
-6% -$45.9K 0.01% 1091
2025
Q3 		$802K Buy
15,724
+959
+6% +$49K 0.01% 1015
2025
Q2 		$695K Sell
14,765
-1,483
-9% -$64.9K 0.01% 1053
2025
Q1 		$706K Buy
16,248
+211
+1% +$9.98K 0.01% 950
2024
Q4 		$714K Buy
16,037
+742
+5% +$33.9K 0.01% 942
2024
Q3 		$658K Buy
15,295
+2,011
+15% +$85.6K 0.01% 968
2024
Q2 		$545K Buy
13,284
+2,968
+29% +$129K 0.01% 991
2024
Q1 		$469K Sell
10,316
-3,431
-25% -$154K 0.01% 1061
2023
Q4 		$685K Buy
13,747
+4,160
+43% +$171K 0.02% 838
2023
Q3 		$355K Sell
9,587
-9,860
-51% -$399K 0.01% 1049
2023
Q2 		$781K Buy
19,447
+2,299
+13% +$82.5K 0.02% 688
2023
Q1 		$586K Buy
+17,148
New +$720K 0.02% 788

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Bank OZK (OZK) stake by 17% in Q1 2026, buying an estimated $118K and bringing the position to 17,246 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #1045.

Vanguard Personalized Indexing Management first reported a position in OZK in Q1 2023 and has held it in 13 quarters since. The position peaked at $802K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Vanguard Personalized Indexing Management held 17,246 shares of Bank OZK worth $791K as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 2,503 Bank OZK shares in Q1 2026, an estimated $118K.
  • Bank OZK made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1045 holding.
  • Vanguard Personalized Indexing Management first reported a position in Bank OZK in Q1 2023 and has held it in 13 quarters since.
  • Vanguard Personalized Indexing Management's Bank OZK position peaked at $802K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

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