Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Southwest Gas SWX Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.09M Sell
23,570
-8,226
-26% -$736K 0.02% 626
2026
Q1 		$2.76M Buy
31,796
+15,082
+90% +$1.29M 0.03% 490
2025
Q4 		$1.34M Buy
16,714
+4,242
+34% +$340K 0.01% 779
2025
Q3 		$977K Buy
12,472
+1,799
+17% +$140K 0.01% 918
2025
Q2 		$794K Buy
10,673
+188
+2% +$13.6K 0.01% 988
2025
Q1 		$753K Buy
10,485
+2,478
+31% +$183K 0.01% 924
2024
Q4 		$566K Sell
8,007
-1,181
-13% -$87.8K 0.01% 1053
2024
Q3 		$678K Buy
9,188
+14
+0.2% +$1.01K 0.01% 949
2024
Q2 		$645K Buy
9,174
+213
+2% +$16K 0.01% 909
2024
Q1 		$682K Buy
8,961
+1,230
+16% +$79.7K 0.01% 854
2023
Q4 		$490K Buy
7,731
+1,280
+20% +$76.9K 0.01% 1014
2023
Q3 		$390K Sell
6,451
-1,193
-16% -$76.1K 0.01% 1003
2023
Q2 		$487K Buy
7,644
+2,325
+44% +$137K 0.01% 905
2023
Q1 		$332K Buy
5,319
+1,094
+26% +$69.7K 0.01% 1072
2022
Q4 		$261K Buy
4,225
+678
+19% +$46.1K 0.01% 1027
2022
Q3 		$247K Sell
3,547
-61
-2% -$4.95K 0.01% 1025
2022
Q2 		$314K Buy
3,608
+525
+17% +$46.3K 0.01% 972
2022
Q1 		$241K Buy
+3,083
New +$216K 0.01% 1057

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Southwest Gas (SWX) stake by 26% in Q2 2026, selling an estimated $736K and leaving 23,570 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #626.

Vanguard Personalized Indexing Management first reported a position in SWX in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.76M in Q1 2026. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Vanguard Personalized Indexing Management held 23,570 shares of Southwest Gas worth $2.09M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 8,226 Southwest Gas shares in Q2 2026, an estimated $736K.
  • Southwest Gas made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #626 holding.
  • Vanguard Personalized Indexing Management first reported a position in Southwest Gas in Q1 2022 and has held it in 18 quarters since.
  • Vanguard Personalized Indexing Management's Southwest Gas position peaked at $2.76M in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

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