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Vanguard Personalized Indexing Management’s Simply Good Foods SMPL Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$180K Sell
12,573
-2,598
-17% -$44.8K ﹤0.01% 1855
2025
Q4 		$305K Buy
+15,171
New +$316K ﹤0.01% 1518
2024
Q2 		– Sell
-5,885
Closed -$200K – 1742
2024
Q1 		$200K Sell
5,885
-27
-0.5% -$995 ﹤0.01% 1449
2023
Q4 		$234K Buy
+5,912
New +$221K 0.01% 1340

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Personalized Indexing Management's SMPL Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its Simply Good Foods (SMPL) stake by 17% in Q1 2026, selling an estimated $44.8K and leaving 12,573 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Vanguard Personalized Indexing Management first reported a position in SMPL in Q4 2023 and has held it in 4 quarters since. The position peaked at $305K in Q4 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Vanguard Personalized Indexing Management held 12,573 shares of Simply Good Foods worth $180K as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 2,598 Simply Good Foods shares in Q1 2026, an estimated $44.8K.
  • Simply Good Foods made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1855 holding.
  • Vanguard Personalized Indexing Management first reported a position in Simply Good Foods in Q4 2023 and has held it in 4 quarters since.
  • Vanguard Personalized Indexing Management's Simply Good Foods position peaked at $305K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.