Vanguard Personalized Indexing Management
SU icon

Vanguard Personalized Indexing Management’s Suncor Energy SU Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.44M Buy
82,694
+2,697
+3% +$171K 0.04% 387
2026
Q1 		$5.29M Sell
79,997
-1,049
-1% -$58K 0.05% 294
2025
Q4 		$3.6M Buy
81,046
+7,501
+10% +$317K 0.04% 404
2025
Q3 		$3.08M Buy
73,545
+722
+1% +$29K 0.03% 437
2025
Q2 		$2.73M Buy
72,823
+10,961
+18% +$396K 0.03% 464
2025
Q1 		$2.4M Buy
61,862
+2,697
+5% +$103K 0.04% 431
2024
Q4 		$2.11M Buy
59,165
+1,682
+3% +$64.7K 0.03% 464
2024
Q3 		$2.12M Buy
57,483
+14,292
+33% +$552K 0.03% 457
2024
Q2 		$1.64M Buy
43,191
+5,856
+16% +$226K 0.03% 475
2024
Q1 		$1.38M Buy
37,335
+7,462
+25% +$251K 0.03% 513
2023
Q4 		$957K Buy
29,873
+2,895
+11% +$94.5K 0.02% 672
2023
Q3 		$927K Buy
26,978
+4,537
+20% +$145K 0.03% 595
2023
Q2 		$658K Sell
22,441
-110
-0.5% -$3.29K 0.02% 770
2023
Q1 		$700K Buy
22,551
+4,683
+26% +$152K 0.02% 707
2022
Q4 		$567K Sell
17,868
-3,909
-18% -$128K 0.02% 758
2022
Q3 		$613K Buy
21,777
+2,397
+12% +$75.7K 0.03% 703
2022
Q2 		$680K Buy
19,380
+5,521
+40% +$201K 0.03% 662
2022
Q1 		$452K Buy
13,859
+5,181
+60% +$154K 0.02% 866
2021
Q4 		$217K Buy
+8,678
New +$211K 0.01% 969

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Suncor Energy (SU) stake by 3.4% in Q2 2026, buying an estimated $171K and bringing the position to 82,694 shares worth $4.44M. The position accounts for 0.04% of the portfolio, ranked #387.

Vanguard Personalized Indexing Management first reported a position in SU in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.29M in Q1 2026. 755 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Vanguard Personalized Indexing Management held 82,694 shares of Suncor Energy worth $4.44M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 2,697 Suncor Energy shares in Q2 2026, an estimated $171K.
  • Suncor Energy made up 0.04% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #387 holding.
  • Vanguard Personalized Indexing Management first reported a position in Suncor Energy in Q4 2021 and has held it in 19 quarters since.
  • Vanguard Personalized Indexing Management's Suncor Energy position peaked at $5.29M in Q1 2026.
  • 755 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

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