Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Northern Trust US Quality Low Volatility ETF QLV Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio QLV Stock Details QLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,735
Closed -$210K – 1660
2023
Q4 		$210K Buy
+3,735
New +$200K 0.01% 1398

Other funds holding QLV

CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Personalized Indexing Management's QLV Position: Q1 2024 in Review

Vanguard Personalized Indexing Management sold out of Northern Trust US Quality Low Volatility ETF (QLV) in Q1 2024, closing a stake of 3,735 shares — an estimated $210K sold.

Vanguard Personalized Indexing Management first reported a position in QLV in Q4 2023 and held it in 1 quarter. The position peaked at $210K in Q4 2023. 25 funds tracked by Wall St. Rank hold QLV as of Q1 2024.

  • Vanguard Personalized Indexing Management reported no remaining Northern Trust US Quality Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 3,735 Northern Trust US Quality Low Volatility ETF shares in Q1 2024, an estimated $210K.
  • Vanguard Personalized Indexing Management first reported a position in Northern Trust US Quality Low Volatility ETF in Q4 2023 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's Northern Trust US Quality Low Volatility ETF position peaked at $210K in Q4 2023.
  • 25 funds tracked by Wall St. Rank held Northern Trust US Quality Low Volatility ETF as of Q1 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2024, filed 9 May 2024.