Vanguard Personalized Indexing Management
SM icon

Vanguard Personalized Indexing Management’s SM Energy SM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.91M Buy
73,020
+2,375
+3% +$71.3K 0.02% 667
2026
Q1 		$2.2M Buy
70,645
+47,582
+206% +$1.09M 0.02% 566
2025
Q4 		$431K Sell
23,063
-24,191
-51% -$490K ﹤0.01% 1313
2025
Q3 		$1.18M Buy
47,254
+2,599
+6% +$70.1K 0.01% 819
2025
Q2 		$1.1M Buy
44,655
+20,698
+86% +$501K 0.01% 833
2025
Q1 		$717K Sell
23,957
-4,971
-17% -$178K 0.01% 944
2024
Q4 		$1.12M Sell
28,928
-1,223
-4% -$51.6K 0.02% 726
2024
Q3 		$1.21M Buy
30,151
+3,733
+14% +$162K 0.02% 678
2024
Q2 		$1.14M Sell
26,418
-1,273
-5% -$62.5K 0.02% 618
2024
Q1 		$1.38M Buy
27,691
+3,760
+16% +$154K 0.03% 512
2023
Q4 		$927K Buy
23,931
+2,668
+13% +$103K 0.02% 689
2023
Q3 		$843K Buy
21,263
+2,340
+12% +$88.7K 0.03% 648
2023
Q2 		$599K Buy
18,923
+2,435
+15% +$68.8K 0.02% 819
2023
Q1 		$464K Buy
16,488
+8,464
+105% +$258K 0.02% 913
2022
Q4 		$279K Buy
+8,024
New +$334K 0.01% 1004

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its SM Energy (SM) stake by 3.4% in Q2 2026, buying an estimated $71.3K and bringing the position to 73,020 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #667.

Vanguard Personalized Indexing Management first reported a position in SM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.2M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 73,020 shares of SM Energy worth $1.91M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 2,375 SM Energy shares in Q2 2026, an estimated $71.3K.
  • SM Energy made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #667 holding.
  • Vanguard Personalized Indexing Management first reported a position in SM Energy in Q4 2022 and has held it in 15 quarters since.
  • Vanguard Personalized Indexing Management's SM Energy position peaked at $2.2M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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