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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
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

Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Vanguard Personalized Indexing Management's SRFM Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Surf Air Mobility (SRFM) stake by 9.4% in Q1 2026, buying an estimated $1.97K and bringing the position to 11,138 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Vanguard Personalized Indexing Management first reported a position in SRFM in Q4 2025 and has held it in 2 quarters since. The position peaked at $19.7K in Q4 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Vanguard Personalized Indexing Management held 11,138 shares of Surf Air Mobility worth $12.8K as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 961 Surf Air Mobility shares in Q1 2026, an estimated $1.97K.
  • Surf Air Mobility made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #2145 holding.
  • Vanguard Personalized Indexing Management first reported a position in Surf Air Mobility in Q4 2025 and has held it in 2 quarters since.
  • Vanguard Personalized Indexing Management's Surf Air Mobility position peaked at $19.7K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.