Vanguard Personalized Indexing Management
SPGI icon

Vanguard Personalized Indexing Management’s S&P Global SPGI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.1M Sell
44,373
-3,352
-7% -$1.42M 0.15% 101
2026
Q1 		$20.3M Sell
47,725
-2,451
-5% -$1.14M 0.2% 77
2025
Q4 		$26.2M Buy
50,176
+5,076
+11% +$2.51M 0.26% 59
2025
Q3 		$22M Sell
45,100
-812
-2% -$435K 0.23% 70
2025
Q2 		$24.3M Buy
45,912
+6,542
+17% +$3.26M 0.27% 54
2025
Q1 		$20M Buy
39,370
+3,814
+11% +$1.95M 0.3% 48
2024
Q4 		$17.7M Buy
35,556
+665
+2% +$337K 0.27% 50
2024
Q3 		$18M Buy
34,891
+5,665
+19% +$2.8M 0.29% 54
2024
Q2 		$13M Buy
29,226
+1,951
+7% +$837K 0.25% 62
2024
Q1 		$11.6M Buy
27,275
+1,969
+8% +$853K 0.25% 64
2023
Q4 		$11.1M Buy
25,306
+1,693
+7% +$668K 0.29% 48
2023
Q3 		$8.63M Buy
23,613
+2,388
+11% +$939K 0.26% 58
2023
Q2 		$8.51M Buy
21,225
+1,495
+8% +$546K 0.26% 56
2023
Q1 		$6.8M Buy
19,730
+2,627
+15% +$925K 0.24% 74
2022
Q4 		$5.73M Sell
17,103
-2,886
-14% -$951K 0.24% 72
2022
Q3 		$6.1M Buy
19,989
+1,565
+8% +$560K 0.28% 59
2022
Q2 		$6.21M Buy
18,424
+3,709
+25% +$1.32M 0.29% 56
2022
Q1 		$6.04M Buy
14,715
+5,803
+65% +$2.36M 0.29% 58
2021
Q4 		$4.21M Buy
8,912
+2,234
+33% +$1.02M 0.25% 67
2021
Q3 		$2.84M Buy
6,678
+611
+10% +$265K 0.26% 65
2021
Q2 		$2.49M Buy
6,067
+2,505
+70% +$963K 0.26% 70
2021
Q1 		$1.26M Buy
3,562
+1,079
+43% +$359K 0.19% 112
2020
Q4 		$816K Buy
2,483
+537
+28% +$181K 0.18% 124
2020
Q3 		$702K Buy
1,946
+656
+51% +$231K 0.2% 123
2020
Q2 		$425K Buy
1,290
+425
+49% +$128K 0.19% 126
2020
Q1 		$212K Buy
+865
New +$237K 0.12% 213

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Vanguard Personalized Indexing Management reduced its S&P Global (SPGI) stake by 7% in Q2 2026, selling an estimated $1.42M and leaving 44,373 shares worth $18.1M. The position accounts for 0.15% of the portfolio, ranked #101.

Vanguard Personalized Indexing Management first reported a position in SPGI in Q1 2020 and has held it in 26 quarters since. The position peaked at $26.2M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 44,373 shares of S&P Global worth $18.1M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 3,352 S&P Global shares in Q2 2026, an estimated $1.42M.
  • S&P Global made up 0.15% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #101 holding.
  • Vanguard Personalized Indexing Management first reported a position in S&P Global in Q1 2020 and has held it in 26 quarters since.
  • Vanguard Personalized Indexing Management's S&P Global position peaked at $26.2M in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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