Vanguard Personalized Indexing Management
STWD icon

Vanguard Personalized Indexing Management’s Starwood Property Trust STWD Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$305K Sell
18,629
-6,333
-25% -$110K ﹤0.01% 1697
2026
Q1 		$430K Buy
24,962
+2,784
+13% +$50K ﹤0.01% 1395
2025
Q4 		$399K Sell
22,178
-7,991
-26% -$147K ﹤0.01% 1369
2025
Q3 		$584K Sell
30,169
-330
-1% -$6.64K 0.01% 1175
2025
Q2 		$615K Sell
30,499
-8,982
-23% -$175K 0.01% 1100
2025
Q1 		$781K Buy
39,481
+596
+2% +$11.7K 0.01% 911
2024
Q4 		$737K Sell
38,885
-16,146
-29% -$320K 0.01% 928
2024
Q3 		$1.12M Buy
55,031
+20,083
+57% +$401K 0.02% 713
2024
Q2 		$658K Buy
34,948
+3,366
+11% +$65.6K 0.01% 895
2024
Q1 		$642K Buy
31,582
+5,788
+22% +$117K 0.01% 882
2023
Q4 		$542K Sell
25,794
-17,732
-41% -$348K 0.01% 954
2023
Q3 		$842K Buy
43,526
+2,822
+7% +$57.2K 0.03% 650
2023
Q2 		$790K Buy
40,704
+15,097
+59% +$268K 0.02% 678
2023
Q1 		$453K Buy
25,607
+11,324
+79% +$219K 0.02% 924
2022
Q4 		$262K Sell
14,283
-2,894
-17% -$57.6K 0.01% 1024
2022
Q3 		$313K Buy
17,177
+5,783
+51% +$131K 0.01% 955
2022
Q2 		$238K Sell
11,394
-9,798
-46% -$225K 0.01% 1064
2022
Q1 		$512K Buy
21,192
+12,877
+155% +$311K 0.02% 820
2021
Q4 		$202K Buy
+8,315
New +$210K 0.01% 999
2021
Q3 		– Sell
-11,276
Closed -$295K – 1047
2021
Q2 		$295K Buy
+11,276
New +$287K 0.03% 735

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Starwood Property Trust (STWD) stake by 25% in Q2 2026, selling an estimated $110K and leaving 18,629 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Vanguard Personalized Indexing Management first reported a position in STWD in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.12M in Q3 2024. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Vanguard Personalized Indexing Management held 18,629 shares of Starwood Property Trust worth $305K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 6,333 Starwood Property Trust shares in Q2 2026, an estimated $110K.
  • Starwood Property Trust made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1697 holding.
  • Vanguard Personalized Indexing Management first reported a position in Starwood Property Trust in Q2 2021 and has held it in 20 quarters since.
  • Vanguard Personalized Indexing Management's Starwood Property Trust position peaked at $1.12M in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

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