VPIM
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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
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 $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return