VPIM
PDCO

Vanguard Personalized Indexing Management’s Patterson Companies, Inc. PDCO Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio PDCO Stock Details PDCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,869
Closed -$308K – 2053
2025
Q1 		$308K Buy
9,869
+474
+5% +$14.7K ﹤0.01% 1328
2024
Q4 		$290K Buy
+9,395
New +$218K ﹤0.01% 1349
2024
Q3 		– Sell
-9,393
Closed -$227K – 1820
2024
Q2 		$227K Buy
+9,393
New +$235K ﹤0.01% 1402
2024
Q1 		– Sell
-12,721
Closed -$362K – 1671
2023
Q4 		$362K Buy
12,721
+1,168
+10% +$34.4K 0.01% 1156
2023
Q3 		$342K Buy
11,553
+2,119
+22% +$67.2K 0.01% 1061
2023
Q2 		$314K Sell
9,434
-570
-6% -$15.7K 0.01% 1102
2023
Q1 		$268K Buy
+10,004
New +$281K 0.01% 1172

Other funds holding PDCO

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Vanguard Personalized Indexing Management's PDCO Position: Q2 2025 in Review

Vanguard Personalized Indexing Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 9,869 shares — an estimated $308K sold.

Vanguard Personalized Indexing Management first reported a position in PDCO in Q1 2023 and held it in 7 quarters. The position peaked at $362K in Q4 2023. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Vanguard Personalized Indexing Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 9,869 Patterson Companies, Inc. shares in Q2 2025, an estimated $308K.
  • Vanguard Personalized Indexing Management first reported a position in Patterson Companies, Inc. in Q1 2023 and held it in 7 quarters.
  • Vanguard Personalized Indexing Management's Patterson Companies, Inc. position peaked at $362K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2025, filed 25 Jul 2025.