Vanguard Personalized Indexing Management
SHEL icon

Vanguard Personalized Indexing Management’s Shell SHEL Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2M Buy
144,834
+7,114
+5% +$614K 0.09% 166
2026
Q1 		$12.8M Sell
137,720
-2,500
-2% -$202K 0.13% 135
2025
Q4 		$10.3M Buy
140,220
+2,207
+2% +$163K 0.1% 163
2025
Q3 		$9.87M Buy
138,013
+7,704
+6% +$555K 0.1% 162
2025
Q2 		$9.18M Buy
130,309
+2,650
+2% +$178K 0.1% 170
2025
Q1 		$9.35M Buy
127,659
+24,714
+24% +$1.66M 0.14% 123
2024
Q4 		$6.45M Sell
102,945
-6,627
-6% -$434K 0.1% 170
2024
Q3 		$7.23M Buy
109,572
+4,935
+5% +$350K 0.12% 142
2024
Q2 		$7.45M Buy
104,637
+10,020
+11% +$716K 0.14% 116
2024
Q1 		$6.34M Buy
94,617
+9,354
+11% +$599K 0.14% 127
2023
Q4 		$5.61M Buy
85,263
+16,975
+25% +$1.11M 0.14% 115
2023
Q3 		$4.4M Buy
68,288
+628
+0.9% +$39.1K 0.13% 131
2023
Q2 		$4.09M Buy
67,660
+7,623
+13% +$457K 0.13% 140
2023
Q1 		$3.45M Buy
60,037
+8,555
+17% +$503K 0.12% 158
2022
Q4 		$2.93M Buy
51,482
+4,232
+9% +$233K 0.12% 171
2022
Q3 		$2.35M Buy
47,250
+4,197
+10% +$216K 0.11% 191
2022
Q2 		$2.25M Buy
43,053
+7,401
+21% +$416K 0.1% 184
2022
Q1 		$1.96M Buy
+35,652
New +$1.89M 0.09% 198

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Shell (SHEL) stake by 5.2% in Q2 2026, buying an estimated $614K and bringing the position to 144,834 shares worth $11.2M. The position accounts for 0.09% of the portfolio, ranked #166.

Vanguard Personalized Indexing Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.8M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Vanguard Personalized Indexing Management held 144,834 shares of Shell worth $11.2M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 7,114 Shell shares in Q2 2026, an estimated $614K.
  • Shell made up 0.09% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #166 holding.
  • Vanguard Personalized Indexing Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Vanguard Personalized Indexing Management's Shell position peaked at $12.8M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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