VPIM
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Vanguard Personalized Indexing Management’s FlexShares US Quality Low Volatility Index Fund 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 $5.94B AUM 18.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $279M AUM 35.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Vanguard Personalized Indexing Management sold out of FlexShares US Quality Low Volatility Index Fund (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 FlexShares US Quality Low Volatility Index Fund position as of Q1 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 3,735 FlexShares US Quality Low Volatility Index Fund shares in Q1 2024, an estimated $210K.
  • Vanguard Personalized Indexing Management first reported a position in FlexShares US Quality Low Volatility Index Fund in Q4 2023 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's FlexShares US Quality Low Volatility Index Fund position peaked at $210K in Q4 2023.
  • 25 funds tracked by Wall St. Rank held FlexShares US Quality Low Volatility Index Fund as of Q1 2024.

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