Vanguard Personalized Indexing Management’s Sprott Physical Gold PHYS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio PHYS Stock Details PHYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-16,156	Closed	-$244K	–	736
2020 Q4	$244K	Buy	+16,156	New	+$240K	0.05%	445

Other funds holding PHYS

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Personalized Indexing Management's PHYS Position: Q1 2021 in Review

Vanguard Personalized Indexing Management sold out of Sprott Physical Gold (PHYS) in Q1 2021, closing a stake of 16,156 shares — an estimated $244K sold.

Vanguard Personalized Indexing Management first reported a position in PHYS in Q4 2020 and held it in 1 quarter. The position peaked at $244K in Q4 2020. 312 funds tracked by Wall St. Rank hold PHYS as of Q1 2021.

Vanguard Personalized Indexing Management reported no remaining Sprott Physical Gold position as of Q1 2021 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 16,156 Sprott Physical Gold shares in Q1 2021, an estimated $244K.
Vanguard Personalized Indexing Management first reported a position in Sprott Physical Gold in Q4 2020 and held it in 1 quarter.
Vanguard Personalized Indexing Management's Sprott Physical Gold position peaked at $244K in Q4 2020.
312 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2021.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2021, filed 28 Apr 2021.