Vanguard Personalized Indexing Management’s Progress Software PRGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,548	Closed	-$290K	–	2042
2025 Q2	$290K	Buy	+4,548	New	+$277K	﹤0.01%	1459
2025 Q1	–	Sell	-3,855	Closed	-$251K	–	1894
2024 Q4	$251K	Sell	3,855 -909	-19%	-$60.7K	﹤0.01%	1416
2024 Q3	$321K	Buy	+4,764	New	+$273K	0.01%	1309
2023 Q4	–	Sell	-3,806	Closed	-$200K	–	1619
2023 Q3	$200K	Sell	3,806 -91	-2%	-$5.33K	0.01%	1306
2023 Q2	$226K	Sell	3,897 -561	-13%	-$31.9K	0.01%	1273
2023 Q1	$256K	Buy	+4,458	New	+$248K	0.01%	1198

Other funds holding PRGS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return