Vanguard Personalized Indexing Management
SMR icon

Vanguard Personalized Indexing Management’s NuScale Power SMR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$270K Buy
26,892
+5,873
+28% +$66.2K ﹤0.01% 1754
2026
Q1 		$228K Buy
21,019
+9,180
+78% +$140K ﹤0.01% 1750
2025
Q4 		$168K Sell
11,839
-420
-3% -$12K ﹤0.01% 1751
2025
Q3 		$441K Buy
12,259
+2,815
+30% +$112K ﹤0.01% 1295
2025
Q2 		$374K Buy
+9,444
New +$237K ﹤0.01% 1338

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its NuScale Power (SMR) stake by 28% in Q2 2026, buying an estimated $66.2K and bringing the position to 26,892 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Vanguard Personalized Indexing Management first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $441K in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Vanguard Personalized Indexing Management held 26,892 shares of NuScale Power worth $270K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 5,873 NuScale Power shares in Q2 2026, an estimated $66.2K.
  • NuScale Power made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1754 holding.
  • Vanguard Personalized Indexing Management first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • Vanguard Personalized Indexing Management's NuScale Power position peaked at $441K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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