VPIM
SUB icon

Vanguard Personalized Indexing Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-17,743
Closed -$1.82M – 1334
2022
Q3 		$1.82M Hold
17,743
– – 0.08% 248
2022
Q2 		$1.86M Buy
+17,743
New +$1.85M 0.09% 227
2022
Q1 		– Sell
-24,688
Closed -$2.65M – 1234
2021
Q4 		$2.65M Hold
24,688
– – 0.16% 110
2021
Q3 		$2.66M Sell
24,688
-185
-0.7% -$20K 0.24% 76
2021
Q2 		$2.68M Buy
24,873
+2,084
+9% +$225K 0.28% 60
2021
Q1 		$2.46M Sell
22,789
-1,570
-6% -$169K 0.37% 48
2020
Q4 		$2.63M Buy
24,359
+22,212
+1,035% +$2.4M 0.57% 31
2020
Q3 		$232K Buy
+2,147
New +$232K 0.07% 363

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return