Vanguard Personalized Indexing Management
SOFI icon

Vanguard Personalized Indexing Management’s SoFi Technologies SOFI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.7M Sell
94,648
-12,218
-11% -$207K 0.01% 727
2026
Q1 		$1.7M Buy
106,866
+4,036
+4% +$85.1K 0.02% 674
2025
Q4 		$2.69M Sell
102,830
-1,913
-2% -$53.3K 0.03% 498
2025
Q3 		$2.77M Buy
104,743
+18,437
+21% +$438K 0.03% 473
2025
Q2 		$1.57M Buy
86,306
+20,057
+30% +$265K 0.02% 661
2025
Q1 		$770K Buy
66,249
+2,517
+4% +$36.3K 0.01% 916
2024
Q4 		$981K Buy
63,732
+1,050
+2% +$13.6K 0.01% 777
2024
Q3 		$493K Buy
62,682
+8,006
+15% +$58.2K 0.01% 1099
2024
Q2 		$361K Buy
54,676
+1,440
+3% +$10.2K 0.01% 1186
2024
Q1 		$389K Buy
53,236
+415
+0.8% +$3.3K 0.01% 1146
2023
Q4 		$526K Buy
52,821
+5,164
+11% +$41K 0.01% 976
2023
Q3 		$381K Buy
47,657
+1,209
+3% +$10.6K 0.01% 1019
2023
Q2 		$387K Sell
46,448
-963
-2% -$6.28K 0.01% 1009
2023
Q1 		$288K Sell
47,411
-37,220
-44% -$226K 0.01% 1132
2022
Q4 		$390K Buy
84,631
+18,051
+27% +$89.5K 0.02% 878
2022
Q3 		$325K Sell
66,580
-2,513
-4% -$15.9K 0.01% 939
2022
Q2 		$364K Buy
69,093
+16,215
+31% +$110K 0.02% 920
2022
Q1 		$500K Sell
52,878
-4,257
-7% -$48.9K 0.02% 824
2021
Q4 		$903K Buy
57,135
+24,832
+77% +$456K 0.05% 447
2021
Q3 		$513K Buy
+32,303
New +$506K 0.05% 497

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Vanguard Personalized Indexing Management reduced its SoFi Technologies (SOFI) stake by 11% in Q2 2026, selling an estimated $207K and leaving 94,648 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #727.

Vanguard Personalized Indexing Management first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.77M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 94,648 shares of SoFi Technologies worth $1.7M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 12,218 SoFi Technologies shares in Q2 2026, an estimated $207K.
  • SoFi Technologies made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #727 holding.
  • Vanguard Personalized Indexing Management first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • Vanguard Personalized Indexing Management's SoFi Technologies position peaked at $2.77M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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