Vanguard Personalized Indexing Management
TAC icon

Vanguard Personalized Indexing Management’s TransAlta TAC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$521K Sell
37,657
-599
-2% -$7.91K ﹤0.01% 1370
2026
Q1 		$501K Sell
38,256
-2,290
-6% -$29.5K ﹤0.01% 1313
2025
Q4 		$513K Buy
40,546
+1,814
+5% +$27.1K 0.01% 1242
2025
Q3 		$529K Sell
38,732
-5,683
-13% -$69.9K 0.01% 1217
2025
Q2 		$479K Sell
44,415
-1,029
-2% -$9.79K 0.01% 1212
2025
Q1 		$425K Buy
45,444
+3,713
+9% +$41.1K 0.01% 1188
2024
Q4 		$590K Sell
41,731
-3,561
-8% -$40.6K 0.01% 1032
2024
Q3 		$469K Buy
45,292
+10,609
+31% +$88.2K 0.01% 1122
2024
Q2 		$246K Buy
34,683
+18,379
+113% +$126K ﹤0.01% 1367
2024
Q1 		$105K Buy
+16,304
New +$116K ﹤0.01% 1518
2023
Q4 		– Sell
-16,298
Closed -$142K – 1628
2023
Q3 		$142K Buy
16,298
+1,045
+7% +$10.2K ﹤0.01% 1345
2023
Q2 		$143K Buy
15,253
+3,269
+27% +$30.7K ﹤0.01% 1379
2023
Q1 		$105K Buy
11,984
+1,871
+19% +$16.5K ﹤0.01% 1395
2022
Q4 		$90.7K Buy
+10,113
New +$90.6K ﹤0.01% 1227
2022
Q3 		– Sell
-12,562
Closed -$143K – 1305
2022
Q2 		$143K Buy
+12,562
New +$138K 0.01% 1175

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Personalized Indexing Management reduced its TransAlta (TAC) stake by 1.6% in Q2 2026, selling an estimated $7.91K and leaving 37,657 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Vanguard Personalized Indexing Management first reported a position in TAC in Q2 2022 and has held it in 15 quarters since. The position peaked at $590K in Q4 2024. 178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 37,657 shares of TransAlta worth $521K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 599 TransAlta shares in Q2 2026, an estimated $7.91K.
  • TransAlta made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1370 holding.
  • Vanguard Personalized Indexing Management first reported a position in TransAlta in Q2 2022 and has held it in 15 quarters since.
  • Vanguard Personalized Indexing Management's TransAlta position peaked at $590K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

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