VPIM
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
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

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return