Vanguard Personalized Indexing Management’s SEI Investments SEIC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SEIC Stock Details SEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.47M	Sell	28,160 -4,351	-13%	-$380K	0.02%	565
2026 Q1	$2.55M	Buy	32,511 +1,995	+7%	+$164K	0.03%	517
2025 Q4	$2.5M	Sell	30,516 -586	-2%	-$48.2K	0.02%	523
2025 Q3	$2.64M	Sell	31,102 -1,602	-5%	-$142K	0.03%	492
2025 Q2	$2.94M	Buy	32,704 +6,041	+23%	+$487K	0.03%	446
2025 Q1	$2.07M	Buy	26,663 +584	+2%	+$47K	0.03%	485
2024 Q4	$2.15M	Buy	26,079 +2,886	+12%	+$226K	0.03%	461
2024 Q3	$1.6M	Buy	23,193 +1,750	+8%	+$117K	0.03%	553
2024 Q2	$1.39M	Buy	21,443 +1,924	+10%	+$129K	0.03%	543
2024 Q1	$1.4M	Buy	19,519 +3,369	+21%	+$224K	0.03%	504
2023 Q4	$1.03M	Buy	16,150 +532	+3%	+$31K	0.03%	635
2023 Q3	$941K	Buy	15,618 +3,389	+28%	+$208K	0.03%	588
2023 Q2	$729K	Buy	12,229 +538	+5%	+$31.3K	0.02%	731
2023 Q1	$673K	Buy	11,691 +1,468	+14%	+$88K	0.02%	725
2022 Q4	$596K	Sell	10,223 -8,998	-47%	-$506K	0.02%	735
2022 Q3	$943K	Buy	19,221 +407	+2%	+$22.2K	0.04%	506
2022 Q2	$1.02M	Buy	18,814 +12,407	+194%	+$698K	0.05%	453
2022 Q1	$386K	Buy	6,407 +2,995	+88%	+$178K	0.02%	925
2021 Q4	$208K	Buy	+3,412	New	+$211K	0.01%	984
2021 Q3	–	Sell	-4,219	Closed	-$261K	–	1040
2021 Q2	$261K	Buy	+4,219	New	+$263K	0.03%	790

Other funds holding SEIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its SEI Investments (SEIC) stake by 13% in Q2 2026, selling an estimated $380K and leaving 28,160 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #565.

Vanguard Personalized Indexing Management first reported a position in SEIC in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.94M in Q2 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Vanguard Personalized Indexing Management held 28,160 shares of SEI Investments worth $2.47M as of Q2 2026.
Vanguard Personalized Indexing Management sold 4,351 SEI Investments shares in Q2 2026, an estimated $380K.
SEI Investments made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #565 holding.
Vanguard Personalized Indexing Management first reported a position in SEI Investments in Q2 2021 and has held it in 20 quarters since.
Vanguard Personalized Indexing Management's SEI Investments position peaked at $2.94M in Q2 2025.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

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