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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$217K Buy
16,365
+3,792
+30% +$46.8K ﹤0.01% 1874
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

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

Vanguard Personalized Indexing Management increased its Simply Good Foods (SMPL) stake by 30% in Q2 2026, buying an estimated $46.8K and bringing the position to 16,365 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Vanguard Personalized Indexing Management first reported a position in SMPL in Q4 2023 and has held it in 5 quarters since. The position peaked at $305K in Q4 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Vanguard Personalized Indexing Management held 16,365 shares of Simply Good Foods worth $217K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 3,792 Simply Good Foods shares in Q2 2026, an estimated $46.8K.
  • Simply Good Foods made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1874 holding.
  • Vanguard Personalized Indexing Management first reported a position in Simply Good Foods in Q4 2023 and has held it in 5 quarters since.
  • Vanguard Personalized Indexing Management's Simply Good Foods position peaked at $305K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

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