Vanguard Personalized Indexing Management
PHM icon

Vanguard Personalized Indexing Management’s Pultegroup PHM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.85M Sell
49,935
-30
-0.1% -$3.64K 0.06% 275
2026
Q1 		$5.88M Buy
49,965
+929
+2% +$119K 0.06% 277
2025
Q4 		$5.75M Buy
49,036
+1,182
+2% +$145K 0.06% 272
2025
Q3 		$6.32M Buy
47,854
+905
+2% +$112K 0.06% 255
2025
Q2 		$4.95M Buy
46,949
+4,677
+11% +$471K 0.06% 291
2025
Q1 		$4.35M Buy
42,272
+3,305
+8% +$357K 0.06% 272
2024
Q4 		$4.24M Sell
38,967
-2,534
-6% -$329K 0.06% 270
2024
Q3 		$5.96M Buy
41,501
+2,342
+6% +$298K 0.1% 174
2024
Q2 		$4.31M Buy
39,159
+2,050
+6% +$233K 0.08% 210
2024
Q1 		$4.48M Sell
37,109
-2,372
-6% -$254K 0.1% 194
2023
Q4 		$4.08M Sell
39,481
-25,784
-40% -$2.19M 0.1% 176
2023
Q3 		$4.83M Buy
65,265
+2,898
+5% +$231K 0.14% 120
2023
Q2 		$4.84M Sell
62,367
-180
-0.3% -$12.2K 0.15% 116
2023
Q1 		$3.65M Buy
62,547
+26,228
+72% +$1.42M 0.13% 145
2022
Q4 		$1.65M Buy
36,319
+2,172
+6% +$91.5K 0.07% 320
2022
Q3 		$1.28M Sell
34,147
-1,571
-4% -$66.1K 0.06% 371
2022
Q2 		$1.42M Buy
35,718
+5,826
+19% +$245K 0.07% 308
2022
Q1 		$1.25M Buy
29,892
+12,190
+69% +$605K 0.06% 338
2021
Q4 		$1.01M Buy
17,702
+6,413
+57% +$329K 0.06% 381
2021
Q3 		$518K Sell
11,289
-3,037
-21% -$158K 0.05% 493
2021
Q2 		$782K Buy
14,326
+5,858
+69% +$328K 0.08% 298
2021
Q1 		$444K Buy
+8,468
New +$395K 0.07% 355

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Pultegroup (PHM) stake by 0.06% in Q2 2026, selling an estimated $3.64K and leaving 49,935 shares worth $6.85M. The position accounts for 0.06% of the portfolio, ranked #275.

Vanguard Personalized Indexing Management first reported a position in PHM in Q1 2021 and has held it in 22 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 49,935 shares of Pultegroup worth $6.85M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 30 Pultegroup shares in Q2 2026, an estimated $3.64K.
  • Pultegroup made up 0.06% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #275 holding.
  • Vanguard Personalized Indexing Management first reported a position in Pultegroup in Q1 2021 and has held it in 22 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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