Vanguard Personalized Indexing Management’s ePlus PLUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$249K	Buy	3,309 +495	+18%	+$40.6K	﹤0.01%	1709
2025 Q4	$247K	Buy	+2,814	New	+$232K	﹤0.01%	1617
2024 Q4	–	Sell	-2,865	Closed	-$282K	–	1857
2024 Q3	$282K	Buy	+2,865	New	+$252K	﹤0.01%	1374
2024 Q2	–	Sell	-2,968	Closed	-$233K	–	1731
2024 Q1	$233K	Buy	2,968 +258	+10%	+$20.1K	0.01%	1386
2023 Q4	$216K	Buy	+2,710	New	+$181K	0.01%	1378
2023 Q2	–	Sell	-4,600	Closed	-$226K	–	1517
2023 Q1	$226K	Buy	+4,600	New	+$233K	0.01%	1265

Other funds holding PLUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Vanguard Personalized Indexing Management's PLUS Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its ePlus (PLUS) stake by 18% in Q1 2026, buying an estimated $40.6K and bringing the position to 3,309 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Vanguard Personalized Indexing Management first reported a position in PLUS in Q1 2023 and has held it in 6 quarters since. The position peaked at $282K in Q3 2024. 281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

Vanguard Personalized Indexing Management held 3,309 shares of ePlus worth $249K as of Q1 2026.
Vanguard Personalized Indexing Management bought 495 ePlus shares in Q1 2026, an estimated $40.6K.
ePlus made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1709 holding.
Vanguard Personalized Indexing Management first reported a position in ePlus in Q1 2023 and has held it in 6 quarters since.
Vanguard Personalized Indexing Management's ePlus position peaked at $282K in Q3 2024.
281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.