VPIM
SW

Vanguard Personalized Indexing Management’s Smurfit Westrock SW Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06M Buy
26,705
+8,242
+45% +$355K 0.01% 896
2025
Q4 		$714K Sell
18,463
-4,619
-20% -$176K 0.01% 1070
2025
Q3 		$983K Sell
23,082
-575
-2% -$26K 0.01% 917
2025
Q2 		$1.02M Buy
23,657
+2,568
+12% +$110K 0.01% 865
2025
Q1 		$950K Sell
21,089
-3,198
-13% -$162K 0.01% 812
2024
Q4 		$1.31M Sell
24,287
-1,054
-4% -$53.7K 0.02% 650
2024
Q3 		$1.25M Buy
+25,341
New +$1.15M 0.02% 659

Other funds holding SW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Personalized Indexing Management's SW Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Smurfit Westrock (SW) stake by 45% in Q1 2026, buying an estimated $355K and bringing the position to 26,705 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #896.

Vanguard Personalized Indexing Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Vanguard Personalized Indexing Management held 26,705 shares of Smurfit Westrock worth $1.06M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 8,242 Smurfit Westrock shares in Q1 2026, an estimated $355K.
  • Smurfit Westrock made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #896 holding.
  • Vanguard Personalized Indexing Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Vanguard Personalized Indexing Management's Smurfit Westrock position peaked at $1.31M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.