Vanguard Personalized Indexing Management
SSNC icon

Vanguard Personalized Indexing Management’s SS&C Technologies SSNC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Sell
19,030
-2,314
-11% -$157K 0.01% 903
2026
Q1 		$1.44M Buy
21,344
+3,904
+22% +$300K 0.01% 752
2025
Q4 		$1.52M Sell
17,440
-23
-0.1% -$1.96K 0.01% 706
2025
Q3 		$1.55M Buy
17,463
+1,013
+6% +$87.7K 0.02% 697
2025
Q2 		$1.36M Buy
16,450
+158
+1% +$12.4K 0.02% 719
2025
Q1 		$1.36M Buy
16,292
+1,383
+9% +$114K 0.02% 641
2024
Q4 		$1.13M Buy
14,909
+1,080
+8% +$80.8K 0.02% 723
2024
Q3 		$1.03M Buy
13,829
+654
+5% +$46.4K 0.02% 758
2024
Q2 		$826K Buy
13,175
+1,260
+11% +$78.2K 0.02% 768
2024
Q1 		$767K Buy
11,915
+1,217
+11% +$75.6K 0.02% 801
2023
Q4 		$654K Sell
10,698
-140
-1% -$7.65K 0.02% 863
2023
Q3 		$569K Buy
10,838
+129
+1% +$7.37K 0.02% 826
2023
Q2 		$649K Buy
10,709
+1,084
+11% +$61.6K 0.02% 778
2023
Q1 		$544K Buy
9,625
+192
+2% +$11.1K 0.02% 832
2022
Q4 		$491K Buy
9,433
+1,417
+18% +$71.8K 0.02% 808
2022
Q3 		$383K Buy
8,016
+2,816
+54% +$162K 0.02% 872
2022
Q2 		$302K Sell
5,200
-166
-3% -$10.7K 0.01% 990
2022
Q1 		$403K Sell
5,366
-9,843
-65% -$769K 0.02% 911
2021
Q4 		$1.25M Buy
15,209
+11,648
+327% +$897K 0.07% 294
2021
Q3 		$247K Sell
3,561
-387
-10% -$28.7K 0.02% 857
2021
Q2 		$284K Buy
3,948
+982
+33% +$71.8K 0.03% 758
2021
Q1 		$207K Buy
+2,966
New +$200K 0.03% 667

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its SS&C Technologies (SSNC) stake by 11% in Q2 2026, selling an estimated $157K and leaving 19,030 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #903.

Vanguard Personalized Indexing Management first reported a position in SSNC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.55M in Q3 2025. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 19,030 shares of SS&C Technologies worth $1.18M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 2,314 SS&C Technologies shares in Q2 2026, an estimated $157K.
  • SS&C Technologies made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #903 holding.
  • Vanguard Personalized Indexing Management first reported a position in SS&C Technologies in Q1 2021 and has held it in 22 quarters since.
  • Vanguard Personalized Indexing Management's SS&C Technologies position peaked at $1.55M in Q3 2025.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

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