Vanguard Personalized Indexing Management
SF

Vanguard Personalized Indexing Management’s Stifel SF Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.15M Sell
30,772
-1,622
-5% -$121K 0.02% 616
2026
Q1 		$2.39M Buy
32,394
+7,135
+28% +$567K 0.02% 544
2025
Q4 		$2.11M Buy
25,259
+717
+3% +$57.3K 0.02% 575
2025
Q3 		$1.86M Buy
24,542
+443
+2% +$33.2K 0.02% 613
2025
Q2 		$1.67M Buy
24,099
+1,263
+6% +$77.6K 0.02% 634
2025
Q1 		$1.43M Buy
22,836
+1,618
+8% +$114K 0.02% 621
2024
Q4 		$1.5M Buy
21,218
+3,062
+17% +$219K 0.02% 582
2024
Q3 		$1.14M Buy
18,156
+553
+3% +$31.5K 0.02% 706
2024
Q2 		$987K Buy
17,603
+2,619
+17% +$139K 0.02% 687
2024
Q1 		$781K Sell
14,984
-6,328
-30% -$312K 0.02% 784
2023
Q4 		$982K Sell
21,312
-5,376
-20% -$221K 0.03% 657
2023
Q3 		$1.09M Buy
26,688
+1,312
+5% +$55.3K 0.03% 517
2023
Q2 		$1.01M Buy
25,376
+242
+1% +$9.44K 0.03% 565
2023
Q1 		$990K Buy
25,134
+5,667
+29% +$238K 0.03% 533
2022
Q4 		$758K Buy
19,467
+11,668
+150% +$462K 0.03% 627
2022
Q3 		$270K Sell
7,799
-1,923
-20% -$75.7K 0.01% 1002
2022
Q2 		$363K Sell
9,722
-1,146
-11% -$47.6K 0.02% 922
2022
Q1 		$492K Buy
10,868
+5,312
+96% +$255K 0.02% 833
2021
Q4 		$261K Sell
5,556
-2,547
-31% -$124K 0.02% 910
2021
Q3 		$367K Buy
+8,103
New +$361K 0.03% 676

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Stifel (SF) stake by 5% in Q2 2026, selling an estimated $121K and leaving 30,772 shares worth $2.15M. The position accounts for 0.02% of the portfolio, ranked #616.

Vanguard Personalized Indexing Management first reported a position in SF in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.39M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Vanguard Personalized Indexing Management held 30,772 shares of Stifel worth $2.15M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,622 Stifel shares in Q2 2026, an estimated $121K.
  • Stifel made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #616 holding.
  • Vanguard Personalized Indexing Management first reported a position in Stifel in Q3 2021 and has held it in 20 quarters since.
  • Vanguard Personalized Indexing Management's Stifel position peaked at $2.39M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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