VPIM
SMAR

Vanguard Personalized Indexing Management’s Smartsheet Inc. SMAR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,464
Closed -$642K – 1932
2024
Q4 		$642K Sell
11,464
-437
-4% -$24.5K 0.01% 989
2024
Q3 		$659K Buy
11,901
+1,279
+12% +$62K 0.01% 965
2024
Q2 		$468K Buy
10,622
+455
+4% +$18.1K 0.01% 1071
2024
Q1 		$391K Sell
10,167
-108
-1% -$4.71K 0.01% 1141
2023
Q4 		$491K Sell
10,275
-313
-3% -$13.3K 0.01% 1012
2023
Q3 		$428K Buy
10,588
+951
+10% +$39K 0.01% 950
2023
Q2 		$369K Sell
9,637
-462
-5% -$20K 0.01% 1030
2023
Q1 		$483K Buy
10,099
+615
+6% +$26.8K 0.02% 893
2022
Q4 		$373K Sell
9,484
-5,659
-37% -$193K 0.02% 898
2022
Q3 		$520K Buy
15,143
+4,399
+41% +$149K 0.02% 775
2022
Q2 		$338K Sell
10,744
-1,562
-13% -$64.7K 0.02% 947
2022
Q1 		$674K Sell
12,306
-2,287
-16% -$131K 0.03% 669
2021
Q4 		$1.13M Buy
14,593
+11,266
+339% +$787K 0.07% 330
2021
Q3 		$229K Buy
3,327
+5
+0.2% +$368 0.02% 881
2021
Q2 		$240K Buy
+3,322
New +$207K 0.03% 831

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Vanguard Personalized Indexing Management's SMAR Position: Q1 2025 in Review

Vanguard Personalized Indexing Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 11,464 shares — an estimated $642K sold.

Vanguard Personalized Indexing Management first reported a position in SMAR in Q2 2021 and held it in 15 quarters. The position peaked at $1.13M in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Vanguard Personalized Indexing Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 11,464 Smartsheet Inc. shares in Q1 2025, an estimated $642K.
  • Vanguard Personalized Indexing Management first reported a position in Smartsheet Inc. in Q2 2021 and held it in 15 quarters.
  • Vanguard Personalized Indexing Management's Smartsheet Inc. position peaked at $1.13M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2025, filed 14 May 2025.