Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Boston Beer SAM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,643
Closed -$379K – 2322
2026
Q1 		$379K Buy
1,643
+203
+14% +$45.6K ﹤0.01% 1478
2025
Q4 		$281K Sell
1,440
-832
-37% -$172K ﹤0.01% 1557
2025
Q3 		$480K Buy
2,272
+746
+49% +$159K ﹤0.01% 1259
2025
Q2 		$291K Buy
1,526
+335
+28% +$77.1K ﹤0.01% 1457
2025
Q1 		$284K Buy
1,191
+10
+0.8% +$2.44K ﹤0.01% 1362
2024
Q4 		$354K Buy
1,181
+175
+17% +$52.8K 0.01% 1271
2024
Q3 		$291K Buy
1,006
+293
+41% +$81.7K ﹤0.01% 1361
2024
Q2 		$218K Sell
713
-12
-2% -$3.44K ﹤0.01% 1415
2024
Q1 		$221K Sell
725
-143
-16% -$47.7K ﹤0.01% 1407
2023
Q4 		$300K Buy
868
+239
+38% +$83.8K 0.01% 1222
2023
Q3 		$245K Buy
+629
New +$220K 0.01% 1207
2022
Q2 		– Sell
-556
Closed -$216K – 1318
2022
Q1 		$216K Buy
556
+95
+21% +$39.6K 0.01% 1092
2021
Q4 		$233K Sell
461
-111
-19% -$55.4K 0.01% 945
2021
Q3 		$292K Buy
+572
New +$389K 0.03% 777
2021
Q2 		– Sell
-185
Closed -$223K – 975
2021
Q1 		$223K Buy
+185
New +$194K 0.03% 633

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Vanguard Personalized Indexing Management sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 1,643 shares — an estimated $379K sold.

Vanguard Personalized Indexing Management first reported a position in SAM in Q1 2021 and held it in 15 quarters. The position peaked at $480K in Q3 2025. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Vanguard Personalized Indexing Management reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 1,643 Boston Beer shares in Q2 2026, an estimated $379K.
  • Vanguard Personalized Indexing Management first reported a position in Boston Beer in Q1 2021 and held it in 15 quarters.
  • Vanguard Personalized Indexing Management's Boston Beer position peaked at $480K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

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