Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s J.M. Smucker SJM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$743K Buy
6,601
+779
+13% +$79.3K 0.01% 1165
2026
Q1 		$561K Sell
5,822
-211
-3% -$22.1K 0.01% 1245
2025
Q4 		$590K Sell
6,033
-4,094
-40% -$423K 0.01% 1170
2025
Q3 		$1.1M Sell
10,127
-1,515
-13% -$165K 0.01% 847
2025
Q2 		$1.14M Buy
11,642
+264
+2% +$29K 0.01% 817
2025
Q1 		$1.35M Sell
11,378
-633
-5% -$68.4K 0.02% 645
2024
Q4 		$1.32M Sell
12,011
-1,710
-12% -$197K 0.02% 643
2024
Q3 		$1.66M Buy
13,721
+1,877
+16% +$221K 0.03% 537
2024
Q2 		$1.28M Buy
11,844
+2,831
+31% +$320K 0.02% 572
2024
Q1 		$1.13M Sell
9,013
-407
-4% -$51.5K 0.02% 595
2023
Q4 		$1.19M Sell
9,420
-895
-9% -$104K 0.03% 548
2023
Q3 		$1.27M Sell
10,315
-517
-5% -$73.4K 0.04% 449
2023
Q2 		$1.6M Buy
10,832
+633
+6% +$96.6K 0.05% 376
2023
Q1 		$1.61M Sell
10,199
-539
-5% -$81.9K 0.06% 357
2022
Q4 		$1.7M Sell
10,738
-992
-8% -$148K 0.07% 303
2022
Q3 		$1.61M Buy
11,730
+3,908
+50% +$533K 0.07% 284
2022
Q2 		$1M Sell
7,822
-2,526
-24% -$337K 0.05% 464
2022
Q1 		$1.4M Buy
10,348
+3,410
+49% +$465K 0.07% 295
2021
Q4 		$942K Buy
6,938
+3,321
+92% +$424K 0.06% 426
2021
Q3 		$434K Buy
3,617
+496
+16% +$63.1K 0.04% 596
2021
Q2 		$404K Sell
3,121
-530
-15% -$70.4K 0.04% 592
2021
Q1 		$462K Buy
3,651
+1,035
+40% +$122K 0.07% 341
2020
Q4 		$302K Sell
2,616
-9
-0.3% -$1.05K 0.07% 369
2020
Q3 		$303K Buy
+2,625
New +$293K 0.09% 283
2020
Q2 		– Sell
-1,806
Closed -$200K – 375
2020
Q1 		$200K Buy
+1,806
New +$193K 0.12% 225

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its J.M. Smucker (SJM) stake by 13% in Q2 2026, buying an estimated $79.3K and bringing the position to 6,601 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #1165.

Vanguard Personalized Indexing Management first reported a position in SJM in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.7M in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 6,601 shares of J.M. Smucker worth $743K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 779 J.M. Smucker shares in Q2 2026, an estimated $79.3K.
  • J.M. Smucker made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1165 holding.
  • Vanguard Personalized Indexing Management first reported a position in J.M. Smucker in Q1 2020 and has held it in 25 quarters since.
  • Vanguard Personalized Indexing Management's J.M. Smucker position peaked at $1.7M in Q4 2022.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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