Vanguard Personalized Indexing Management
PEN icon

Vanguard Personalized Indexing Management’s Penumbra PEN Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio PEN Stock Details PEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Sell
4,584
-103
-2% -$33.4K 0.01% 788
2026
Q1 		$1.54M Sell
4,687
-128
-3% -$43.3K 0.02% 719
2025
Q4 		$1.5M Buy
4,815
+248
+5% +$68.5K 0.01% 715
2025
Q3 		$1.16M Buy
4,567
+124
+3% +$31.3K 0.01% 828
2025
Q2 		$1.14M Buy
4,443
+10
+0.2% +$2.72K 0.01% 819
2025
Q1 		$1.19M Buy
4,433
+49
+1% +$13.3K 0.02% 703
2024
Q4 		$1.04M Buy
4,384
+102
+2% +$23.2K 0.02% 757
2024
Q3 		$832K Sell
4,282
-30
-0.7% -$5.67K 0.01% 856
2024
Q2 		$776K Buy
4,312
+177
+4% +$35.3K 0.01% 799
2024
Q1 		$923K Sell
4,135
-1,275
-24% -$315K 0.02% 703
2023
Q4 		$1.36M Buy
5,410
+159
+3% +$35.1K 0.03% 485
2023
Q3 		$1.27M Buy
5,251
+481
+10% +$134K 0.04% 447
2023
Q2 		$1.64M Sell
4,770
-22
-0.5% -$6.75K 0.05% 363
2023
Q1 		$1.34M Buy
4,792
+475
+11% +$121K 0.05% 406
2022
Q4 		$960K Buy
4,317
+538
+14% +$105K 0.04% 524
2022
Q3 		$716K Buy
3,779
+447
+13% +$71.7K 0.03% 635
2022
Q2 		$415K Buy
3,332
+462
+16% +$73.3K 0.02% 877
2022
Q1 		$638K Buy
2,870
+2,148
+298% +$477K 0.03% 698
2021
Q4 		$207K Buy
+722
New +$191K 0.01% 987
2021
Q3 		– Sell
-1,184
Closed -$324K – 1033
2021
Q2 		$324K Buy
+1,184
New +$323K 0.03% 698

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Penumbra (PEN) stake by 2.2% in Q2 2026, selling an estimated $33.4K and leaving 4,584 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #788.

Vanguard Personalized Indexing Management first reported a position in PEN in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.64M in Q2 2023. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Vanguard Personalized Indexing Management held 4,584 shares of Penumbra worth $1.45M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 103 Penumbra shares in Q2 2026, an estimated $33.4K.
  • Penumbra made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #788 holding.
  • Vanguard Personalized Indexing Management first reported a position in Penumbra in Q2 2021 and has held it in 20 quarters since.
  • Vanguard Personalized Indexing Management's Penumbra position peaked at $1.64M in Q2 2023.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

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