Vanguard Personalized Indexing Management
PLUS icon

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
Q2 		$368K Buy
4,418
+1,109
+34% +$92.2K ﹤0.01% 1580
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its ePlus (PLUS) stake by 34% in Q2 2026, buying an estimated $92.2K and bringing the position to 4,418 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Vanguard Personalized Indexing Management first reported a position in PLUS in Q1 2023 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Vanguard Personalized Indexing Management held 4,418 shares of ePlus worth $368K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,109 ePlus shares in Q2 2026, an estimated $92.2K.
  • ePlus made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1580 holding.
  • Vanguard Personalized Indexing Management first reported a position in ePlus in Q1 2023 and has held it in 7 quarters since.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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