VPIM
PPBI

Vanguard Personalized Indexing Management’s Pacific Premier Bancorp PPBI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-21,128
Closed -$446K – 2040
2025
Q2 		$446K Buy
21,128
+4,428
+27% +$92K 0.01% 1251
2025
Q1 		$356K Sell
16,700
-1,116
-6% -$26.6K 0.01% 1261
2024
Q4 		$444K Buy
17,816
+1,434
+9% +$38K 0.01% 1174
2024
Q3 		$412K Buy
16,382
+3,773
+30% +$94.2K 0.01% 1192
2024
Q2 		$290K Sell
12,609
-2,928
-19% -$65K 0.01% 1290
2024
Q1 		$373K Buy
15,537
+690
+5% +$17.3K 0.01% 1162
2023
Q4 		$432K Sell
14,847
-1,902
-11% -$44.2K 0.01% 1074
2023
Q3 		$364K Sell
16,749
-434
-3% -$9.99K 0.01% 1038
2023
Q2 		$355K Buy
+17,183
New +$358K 0.01% 1042

Other funds holding PPBI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Vanguard Personalized Indexing Management's PPBI Position: Q3 2025 in Review

Vanguard Personalized Indexing Management sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 21,128 shares — an estimated $446K sold.

Vanguard Personalized Indexing Management first reported a position in PPBI in Q2 2023 and held it in 9 quarters. The position peaked at $446K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Vanguard Personalized Indexing Management reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 21,128 Pacific Premier Bancorp shares in Q3 2025, an estimated $446K.
  • Vanguard Personalized Indexing Management first reported a position in Pacific Premier Bancorp in Q2 2023 and held it in 9 quarters.
  • Vanguard Personalized Indexing Management's Pacific Premier Bancorp position peaked at $446K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2025, filed 31 Oct 2025.