Vanguard Personalized Indexing Management
PTC icon

Vanguard Personalized Indexing Management’s PTC PTC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.6M Sell
14,075
-3,826
-21% -$517K 0.01% 748
2026
Q1 		$2.55M Buy
17,901
+2,734
+18% +$432K 0.03% 518
2025
Q4 		$2.64M Buy
15,167
+728
+5% +$135K 0.03% 506
2025
Q3 		$2.93M Buy
14,439
+901
+7% +$184K 0.03% 455
2025
Q2 		$2.33M Buy
13,538
+2,835
+26% +$457K 0.03% 514
2025
Q1 		$1.66M Buy
10,703
+1,828
+21% +$314K 0.02% 561
2024
Q4 		$1.63M Buy
8,875
+433
+5% +$82.1K 0.02% 547
2024
Q3 		$1.53M Buy
8,442
+648
+8% +$114K 0.02% 571
2024
Q2 		$1.36M Sell
7,794
-128
-2% -$22.9K 0.03% 549
2024
Q1 		$1.5M Buy
7,922
+1,339
+20% +$241K 0.03% 479
2023
Q4 		$1.15M Buy
6,583
+546
+9% +$83.7K 0.03% 567
2023
Q3 		$855K Buy
6,037
+821
+16% +$117K 0.03% 642
2023
Q2 		$742K Buy
5,216
+263
+5% +$34.8K 0.02% 719
2023
Q1 		$635K Sell
4,953
-7,720
-61% -$982K 0.02% 756
2022
Q4 		$1.52M Sell
12,673
-253
-2% -$30.3K 0.06% 351
2022
Q3 		$1.35M Sell
12,926
-32
-0.2% -$3.65K 0.06% 335
2022
Q2 		$1.38M Buy
12,958
+3,114
+32% +$336K 0.06% 316
2022
Q1 		$1.06M Buy
9,844
+6,352
+182% +$714K 0.05% 422
2021
Q4 		$423K Sell
3,492
-241
-6% -$29K 0.02% 755
2021
Q3 		$447K Sell
3,733
-1,903
-34% -$254K 0.04% 578
2021
Q2 		$796K Buy
+5,636
New +$771K 0.08% 283

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its PTC (PTC) stake by 21% in Q2 2026, selling an estimated $517K and leaving 14,075 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #748.

Vanguard Personalized Indexing Management first reported a position in PTC in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.93M in Q3 2025. 684 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 14,075 shares of PTC worth $1.6M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 3,826 PTC shares in Q2 2026, an estimated $517K.
  • PTC made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #748 holding.
  • Vanguard Personalized Indexing Management first reported a position in PTC in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's PTC position peaked at $2.93M in Q3 2025.
  • 684 funds tracked by Wall St. Rank held PTC as of Q2 2026.

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