Vanguard Personalized Indexing Management
SPG icon

Vanguard Personalized Indexing Management’s Simon Property Group SPG Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3M Buy
54,950
+493
+0.9% +$101K 0.1% 152
2026
Q1 		$10.2M Buy
54,457
+3,443
+7% +$657K 0.1% 173
2025
Q4 		$9.44M Buy
51,014
+2,236
+5% +$406K 0.09% 173
2025
Q3 		$9.15M Buy
48,778
+2,506
+5% +$433K 0.09% 171
2025
Q2 		$7.44M Buy
46,272
+8,406
+22% +$1.33M 0.08% 202
2025
Q1 		$6.29M Buy
37,866
+1,928
+5% +$337K 0.09% 188
2024
Q4 		$6.19M Buy
35,938
+2,115
+6% +$371K 0.09% 179
2024
Q3 		$5.72M Buy
33,823
+3,428
+11% +$543K 0.09% 187
2024
Q2 		$4.6M Buy
30,395
+3,833
+14% +$565K 0.09% 192
2024
Q1 		$4.16M Buy
26,562
+1,625
+7% +$238K 0.09% 206
2023
Q4 		$3.56M Sell
24,937
-8,422
-25% -$1.02M 0.09% 203
2023
Q3 		$3.6M Buy
33,359
+2,059
+7% +$241K 0.11% 175
2023
Q2 		$3.61M Buy
31,300
+1,718
+6% +$187K 0.11% 168
2023
Q1 		$3.31M Sell
29,582
-585
-2% -$69.9K 0.12% 164
2022
Q4 		$3.54M Buy
30,167
+9,558
+46% +$1.06M 0.15% 134
2022
Q3 		$1.85M Buy
20,609
+1,960
+11% +$200K 0.08% 247
2022
Q2 		$1.77M Buy
18,649
+3,718
+25% +$426K 0.08% 239
2022
Q1 		$1.96M Buy
14,931
+2,832
+23% +$403K 0.1% 197
2021
Q4 		$1.93M Buy
12,099
+2,867
+31% +$438K 0.11% 178
2021
Q3 		$1.2M Sell
9,232
-233
-2% -$30.3K 0.11% 189
2021
Q2 		$1.24M Buy
9,465
+2,198
+30% +$273K 0.13% 155
2021
Q1 		$827K Buy
7,267
+2,902
+66% +$303K 0.13% 179
2020
Q4 		$372K Buy
4,365
+779
+22% +$59.5K 0.08% 291
2020
Q3 		$232K Buy
+3,586
New +$235K 0.07% 362

Other funds holding SPG

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Simon Property Group (SPG) stake by 0.91% in Q2 2026, buying an estimated $101K and bringing the position to 54,950 shares worth $12.3M. The position accounts for 0.1% of the portfolio, ranked #152.

Vanguard Personalized Indexing Management first reported a position in SPG in Q3 2020 and has held it in 24 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Vanguard Personalized Indexing Management held 54,950 shares of Simon Property Group worth $12.3M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 493 Simon Property Group shares in Q2 2026, an estimated $101K.
  • Simon Property Group made up 0.1% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #152 holding.
  • Vanguard Personalized Indexing Management first reported a position in Simon Property Group in Q3 2020 and has held it in 24 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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