Vanguard Personalized Indexing Management
PIPR icon

Vanguard Personalized Indexing Management’s Piper Sandler PIPR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
17,274
+2,094
+14% +$170K 0.01% 876
2026
Q1 		$1.16M Buy
15,180
+1,088
+8% +$89.3K 0.01% 851
2025
Q4 		$1.2M Buy
14,092
+672
+5% +$56.8K 0.01% 825
2025
Q3 		$1.16M Buy
13,420
+1,360
+11% +$111K 0.01% 823
2025
Q2 		$838K Buy
12,060
+1,772
+17% +$110K 0.01% 947
2025
Q1 		$637K Buy
10,288
+2,516
+32% +$180K 0.01% 1006
2024
Q4 		$583K Buy
7,772
+852
+12% +$66.3K 0.01% 1037
2024
Q3 		$491K Buy
6,920
+968
+16% +$63.3K 0.01% 1102
2024
Q2 		$342K Sell
5,952
-852
-13% -$43.7K 0.01% 1218
2024
Q1 		$338K Buy
6,804
+1,196
+21% +$54.7K 0.01% 1220
2023
Q4 		$245K Buy
5,608
+72
+1% +$2.74K 0.01% 1319
2023
Q3 		$201K Buy
+5,536
New +$200K 0.01% 1304

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Piper Sandler (PIPR) stake by 14% in Q2 2026, buying an estimated $170K and bringing the position to 17,274 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #876.

Vanguard Personalized Indexing Management first reported a position in PIPR in Q3 2023 and has held it in 12 quarters since. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Vanguard Personalized Indexing Management held 17,274 shares of Piper Sandler worth $1.25M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 2,094 Piper Sandler shares in Q2 2026, an estimated $170K.
  • Piper Sandler made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #876 holding.
  • Vanguard Personalized Indexing Management first reported a position in Piper Sandler in Q3 2023 and has held it in 12 quarters since.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

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