Vanguard Personalized Indexing Management
SPAB icon

Vanguard Personalized Indexing Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-21,973
Closed -$579K – 1300
2022
Q2 		$579K Hold
21,973
– – 0.03% 748
2022
Q1 		$611K Buy
+21,973
New +$628K 0.03% 731
2020
Q4 		– Sell
-11,905
Closed -$367K – 574
2020
Q3 		$367K Buy
+11,905
New +$369K 0.1% 238
2020
Q2 		– Sell
-11,905
Closed -$360K – 377
2020
Q1 		$360K Buy
+11,905
New +$354K 0.21% 132

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Vanguard Personalized Indexing Management's SPAB Position: Q3 2022 in Review

Vanguard Personalized Indexing Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2022, closing a stake of 21,973 shares — an estimated $579K sold.

Vanguard Personalized Indexing Management first reported a position in SPAB in Q1 2020 and held it in 4 quarters. The position peaked at $611K in Q1 2022. 388 funds tracked by Wall St. Rank hold SPAB as of Q3 2022.

  • Vanguard Personalized Indexing Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 21,973 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2022, an estimated $579K.
  • Vanguard Personalized Indexing Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2020 and held it in 4 quarters.
  • Vanguard Personalized Indexing Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $611K in Q1 2022.
  • 388 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2022, filed 14 Nov 2022.