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Vanguard Personalized Indexing Management’s Stoneridge SRI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,631
Closed -$62.6K – 2029
2025
Q1 		$62.6K Buy
+13,631
New +$69.3K ﹤0.01% 1659

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Vanguard Personalized Indexing Management's SRI Position: Q2 2025 in Review

Vanguard Personalized Indexing Management sold out of Stoneridge (SRI) in Q2 2025, closing a stake of 13,631 shares — an estimated $62.6K sold.

Vanguard Personalized Indexing Management first reported a position in SRI in Q1 2025 and held it in 1 quarter. The position peaked at $62.6K in Q1 2025. 128 funds tracked by Wall St. Rank hold SRI as of Q2 2025.

  • Vanguard Personalized Indexing Management reported no remaining Stoneridge position as of Q2 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 13,631 Stoneridge shares in Q2 2025, an estimated $62.6K.
  • Vanguard Personalized Indexing Management first reported a position in Stoneridge in Q1 2025 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's Stoneridge position peaked at $62.6K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Stoneridge as of Q2 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2025, filed 25 Jul 2025.