VPIM
REI icon

Vanguard Personalized Indexing Management’s Ring Energy REI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$182K Sell
118,871
-294
-0.2% -$374 ﹤0.01% 1852
2025
Q4 		$104K Sell
119,165
-15,795
-12% -$15.1K ﹤0.01% 1807
2025
Q3 		$147K Sell
134,960
-7,693
-5% -$6.96K ﹤0.01% 1758
2025
Q2 		$113K Buy
142,653
+46,945
+49% +$39.8K ﹤0.01% 1717
2025
Q1 		$110K Sell
95,708
-2,094
-2% -$2.73K ﹤0.01% 1602
2024
Q4 		$133K Sell
97,802
-851
-0.9% -$1.28K ﹤0.01% 1576
2024
Q3 		$158K Buy
98,653
+27,184
+38% +$48.6K ﹤0.01% 1564
2024
Q2 		$121K Buy
71,469
+5,672
+9% +$10.4K ﹤0.01% 1510
2024
Q1 		$129K Buy
65,797
+32,990
+101% +$49.1K ﹤0.01% 1500
2023
Q4 		$47.9K Buy
32,807
+425
+1% +$700 ﹤0.01% 1517
2023
Q3 		$63.1K Buy
32,382
+12,423
+62% +$24.9K ﹤0.01% 1396
2023
Q2 		$34.1K Buy
19,959
+1,277
+7% +$2.34K ﹤0.01% 1440
2023
Q1 		$35.5K Buy
+18,682
New +$40.3K ﹤0.01% 1434

Other funds holding REI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CF
CDC Financial Chicago, Illinois $121M AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return