Vanguard Personalized Indexing Management
SRE icon

Vanguard Personalized Indexing Management’s Sempra SRE Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.86M Sell
73,964
-3,501
-5% -$326K 0.06% 274
2026
Q1 		$7.53M Buy
77,465
+6,541
+9% +$599K 0.07% 230
2025
Q4 		$6.26M Buy
70,924
+5,795
+9% +$528K 0.06% 256
2025
Q3 		$5.86M Buy
65,129
+2,229
+4% +$181K 0.06% 271
2025
Q2 		$4.77M Buy
62,900
+15,817
+34% +$1.17M 0.05% 307
2025
Q1 		$3.36M Sell
47,083
-3,691
-7% -$288K 0.05% 334
2024
Q4 		$4.45M Buy
50,774
+6,325
+14% +$554K 0.07% 251
2024
Q3 		$3.72M Buy
44,449
+3,798
+9% +$304K 0.06% 283
2024
Q2 		$3.08M Buy
40,651
+3,296
+9% +$244K 0.06% 290
2024
Q1 		$2.68M Buy
37,355
+664
+2% +$47.6K 0.06% 307
2023
Q4 		$2.74M Sell
36,691
-11,155
-23% -$798K 0.07% 262
2023
Q3 		$3.25M Sell
47,846
-2,296
-5% -$166K 0.1% 195
2023
Q2 		$3.65M Buy
50,142
+4,100
+9% +$308K 0.11% 164
2023
Q1 		$3.48M Buy
46,042
+4,844
+12% +$372K 0.12% 155
2022
Q4 		$3.18M Buy
41,198
+1,728
+4% +$134K 0.13% 149
2022
Q3 		$2.96M Buy
39,470
+3,586
+10% +$290K 0.13% 148
2022
Q2 		$2.7M Buy
35,884
+7,982
+29% +$641K 0.12% 151
2022
Q1 		$2.35M Buy
27,902
+3,532
+14% +$254K 0.11% 167
2021
Q4 		$1.61M Buy
24,370
+18,118
+290% +$1.15M 0.1% 219
2021
Q3 		$395K Sell
6,252
-2,244
-26% -$148K 0.04% 633
2021
Q2 		$563K Buy
+8,496
New +$581K 0.06% 425

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Sempra (SRE) stake by 4.5% in Q2 2026, selling an estimated $326K and leaving 73,964 shares worth $6.86M. The position accounts for 0.06% of the portfolio, ranked #274.

Vanguard Personalized Indexing Management first reported a position in SRE in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.53M in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Vanguard Personalized Indexing Management held 73,964 shares of Sempra worth $6.86M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 3,501 Sempra shares in Q2 2026, an estimated $326K.
  • Sempra made up 0.06% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #274 holding.
  • Vanguard Personalized Indexing Management first reported a position in Sempra in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's Sempra position peaked at $7.53M in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

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