VPIM
STEM icon

Vanguard Personalized Indexing Management’s Stem STEM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,018
Closed -$56.2K – 2031
2025
Q1 		$56.2K Buy
8,018
+1,144
+17% +$13.2K ﹤0.01% 1666
2024
Q4 		$82.9K Buy
6,874
+4,781
+228% +$41.2K ﹤0.01% 1638
2024
Q3 		$14.6K Buy
2,093
+760
+57% +$12K ﹤0.01% 1743
2024
Q2 		$26.7K Buy
+1,333
New +$39.1K ﹤0.01% 1629

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Vanguard Personalized Indexing Management sold out of Stem (STEM) in Q2 2025, closing a stake of 8,018 shares — an estimated $56.2K sold.

Vanguard Personalized Indexing Management first reported a position in STEM in Q2 2024 and held it in 4 quarters. The position peaked at $82.9K in Q4 2024. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • Vanguard Personalized Indexing Management reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 8,018 Stem shares in Q2 2025, an estimated $56.2K.
  • Vanguard Personalized Indexing Management first reported a position in Stem in Q2 2024 and held it in 4 quarters.
  • Vanguard Personalized Indexing Management's Stem position peaked at $82.9K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

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