Vanguard Personalized Indexing Management
PBA icon

Vanguard Personalized Indexing Management’s Pembina Pipeline PBA Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.85M Buy
40,022
+5,873
+17% +$272K 0.02% 680
2026
Q1 		$1.53M Buy
34,149
+689
+2% +$29.2K 0.02% 723
2025
Q4 		$1.27M Buy
33,460
+3,861
+13% +$149K 0.01% 801
2025
Q3 		$1.2M Sell
29,599
-2,516
-8% -$94.9K 0.01% 816
2025
Q2 		$1.2M Sell
32,115
-2,453
-7% -$92.6K 0.01% 785
2025
Q1 		$1.38M Buy
34,568
+11,219
+48% +$421K 0.02% 632
2024
Q4 		$863K Sell
23,349
-1,050
-4% -$42.8K 0.01% 841
2024
Q3 		$1.01M Buy
24,399
+4,547
+23% +$178K 0.02% 763
2024
Q2 		$731K Buy
19,852
+2,983
+18% +$108K 0.01% 832
2024
Q1 		$596K Buy
16,869
+5,584
+49% +$193K 0.01% 918
2023
Q4 		$388K Buy
11,285
+2,001
+22% +$64.1K 0.01% 1126
2023
Q3 		$279K Sell
9,284
-182
-2% -$5.61K 0.01% 1146
2023
Q2 		$298K Buy
9,466
+1,332
+16% +$42.5K 0.01% 1133
2023
Q1 		$264K Buy
8,134
+1,783
+28% +$60.2K 0.01% 1181
2022
Q4 		$216K Sell
6,351
-3,628
-36% -$122K 0.01% 1120
2022
Q3 		$303K Sell
9,979
-394
-4% -$14.1K 0.01% 964
2022
Q2 		$367K Buy
+10,373
New +$399K 0.02% 916
2021
Q2 		– Sell
-11,442
Closed -$330K – 966
2021
Q1 		$330K Sell
11,442
-299
-3% -$8.31K 0.05% 465
2020
Q4 		$278K Buy
11,741
+332
+3% +$7.8K 0.06% 397
2020
Q3 		$242K Buy
11,409
+749
+7% +$18.4K 0.07% 344
2020
Q2 		$267K Buy
+10,660
New +$247K 0.12% 217

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Pembina Pipeline (PBA) stake by 17% in Q2 2026, buying an estimated $272K and bringing the position to 40,022 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #680.

Vanguard Personalized Indexing Management first reported a position in PBA in Q2 2020 and has held it in 21 quarters since. 433 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Vanguard Personalized Indexing Management held 40,022 shares of Pembina Pipeline worth $1.85M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 5,873 Pembina Pipeline shares in Q2 2026, an estimated $272K.
  • Pembina Pipeline made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #680 holding.
  • Vanguard Personalized Indexing Management first reported a position in Pembina Pipeline in Q2 2020 and has held it in 21 quarters since.
  • 433 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

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