Vanguard Personalized Indexing Management
PRI icon

Vanguard Personalized Indexing Management’s Primerica PRI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26M Buy
4,444
+429
+11% +$117K 0.01% 868
2026
Q1 		$1.01M Buy
4,015
+226
+6% +$58.3K 0.01% 928
2025
Q4 		$979K Sell
3,789
-714
-16% -$186K 0.01% 920
2025
Q3 		$1.25M Buy
4,503
+133
+3% +$35.7K 0.01% 793
2025
Q2 		$1.2M Sell
4,370
-155
-3% -$41.1K 0.01% 793
2025
Q1 		$1.29M Buy
4,525
+141
+3% +$40.2K 0.02% 668
2024
Q4 		$1.19M Buy
4,384
+168
+4% +$47.6K 0.02% 700
2024
Q3 		$1.12M Buy
4,216
+1,207
+40% +$305K 0.02% 717
2024
Q2 		$712K Buy
3,009
+308
+11% +$69.8K 0.01% 848
2024
Q1 		$683K Sell
2,701
-589
-18% -$139K 0.01% 853
2023
Q4 		$677K Buy
3,290
+1,191
+57% +$243K 0.02% 844
2023
Q3 		$407K Buy
2,099
+415
+25% +$85K 0.01% 979
2023
Q2 		$333K Buy
1,684
+275
+20% +$50.5K 0.01% 1078
2023
Q1 		$243K Buy
+1,409
New +$231K 0.01% 1226
2022
Q1 		– Sell
-5,942
Closed -$911K – 1228
2021
Q4 		$911K Buy
+5,942
New +$942K 0.05% 438

Other funds holding PRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Primerica (PRI) stake by 11% in Q2 2026, buying an estimated $117K and bringing the position to 4,444 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #868.

Vanguard Personalized Indexing Management first reported a position in PRI in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.29M in Q1 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 4,444 shares of Primerica worth $1.26M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 429 Primerica shares in Q2 2026, an estimated $117K.
  • Primerica made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #868 holding.
  • Vanguard Personalized Indexing Management first reported a position in Primerica in Q4 2021 and has held it in 15 quarters since.
  • Vanguard Personalized Indexing Management's Primerica position peaked at $1.29M in Q1 2025.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

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