Vanguard Personalized Indexing Management
PUK icon

Vanguard Personalized Indexing Management’s Prudential PUK Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Sell
47,808
-920
-2% -$26.9K 0.01% 852
2026
Q1 		$1.39M Sell
48,728
-7,244
-13% -$223K 0.01% 769
2025
Q4 		$1.74M Sell
55,972
-738
-1% -$21.2K 0.02% 656
2025
Q3 		$1.59M Buy
56,710
+2,667
+5% +$69.8K 0.02% 683
2025
Q2 		$1.35M Buy
54,043
+9,912
+22% +$222K 0.02% 723
2025
Q1 		$949K Buy
44,131
+5,032
+13% +$90.1K 0.01% 814
2024
Q4 		$623K Buy
39,099
+15,534
+66% +$260K 0.01% 1003
2024
Q3 		$437K Buy
23,565
+4,643
+25% +$81.1K 0.01% 1166
2024
Q2 		$347K Sell
18,922
-2,775
-13% -$52.3K 0.01% 1212
2024
Q1 		$418K Sell
21,697
-1,656
-7% -$34.2K 0.01% 1104
2023
Q4 		$524K Buy
23,353
+8,052
+53% +$176K 0.01% 977
2023
Q3 		$335K Sell
15,301
-786
-5% -$19.9K 0.01% 1070
2023
Q2 		$456K Buy
16,087
+3,536
+28% +$101K 0.01% 930
2023
Q1 		$347K Buy
12,551
+405
+3% +$12.2K 0.01% 1043
2022
Q4 		$334K Sell
12,146
-5,859
-33% -$134K 0.01% 941
2022
Q3 		$359K Buy
18,005
+2,392
+15% +$54.8K 0.02% 902
2022
Q2 		$392K Buy
15,613
+2,301
+17% +$59.1K 0.02% 901
2022
Q1 		$393K Buy
13,312
+2,021
+18% +$64.5K 0.02% 921
2021
Q4 		$389K Buy
11,291
+310
+3% +$11.8K 0.02% 787
2021
Q3 		$430K Buy
10,981
+1,312
+14% +$50.8K 0.04% 600
2021
Q2 		$357K Sell
9,669
-8,172
-46% -$335K 0.04% 658
2021
Q1 		$739K Sell
17,841
-1,206
-6% -$45.9K 0.11% 207
2020
Q4 		$682K Sell
19,047
-3,537
-16% -$109K 0.15% 160
2020
Q3 		$626K Buy
22,584
+2,524
+13% +$75.5K 0.18% 138
2020
Q2 		$591K Buy
+20,060
New +$530K 0.27% 89

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Prudential (PUK) stake by 1.9% in Q2 2026, selling an estimated $26.9K and leaving 47,808 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #852.

Vanguard Personalized Indexing Management first reported a position in PUK in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.74M in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Vanguard Personalized Indexing Management held 47,808 shares of Prudential worth $1.28M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 920 Prudential shares in Q2 2026, an estimated $26.9K.
  • Prudential made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #852 holding.
  • Vanguard Personalized Indexing Management first reported a position in Prudential in Q2 2020 and has held it in 25 quarters since.
  • Vanguard Personalized Indexing Management's Prudential position peaked at $1.74M in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

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