Vanguard Personalized Indexing Management
SRFM icon

Vanguard Personalized Indexing Management’s Surf Air Mobility SRFM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SRFM Stock Details SRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.3K Buy
20,105
+8,967
+81% +$10.4K ﹤0.01% 2197
2026
Q1 		$12.8K Buy
11,138
+961
+9% +$1.97K ﹤0.01% 2145
2025
Q4 		$19.7K Buy
+10,177
New +$32.6K ﹤0.01% 1940

Other funds holding SRFM

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Surf Air Mobility (SRFM) stake by 81% in Q2 2026, buying an estimated $10.4K and bringing the position to 20,105 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

Vanguard Personalized Indexing Management first reported a position in SRFM in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 20,105 shares of Surf Air Mobility worth $23.3K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 8,967 Surf Air Mobility shares in Q2 2026, an estimated $10.4K.
  • Surf Air Mobility made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #2197 holding.
  • Vanguard Personalized Indexing Management first reported a position in Surf Air Mobility in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

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