Vanguard Personalized Indexing Management
TFSL icon

Vanguard Personalized Indexing Management’s TFS Financial TFSL Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$337K Sell
19,000
-4,264
-18% -$66.5K ﹤0.01% 1635
2026
Q1 		$327K Sell
23,264
-540
-2% -$7.64K ﹤0.01% 1561
2025
Q4 		$318K Sell
23,804
-874
-4% -$12K ﹤0.01% 1489
2025
Q3 		$325K Buy
24,678
+4,735
+24% +$62.6K ﹤0.01% 1470
2025
Q2 		$258K Sell
19,943
-2,180
-10% -$28.1K ﹤0.01% 1513
2025
Q1 		$274K Buy
22,123
+83
+0.4% +$1.06K ﹤0.01% 1378
2024
Q4 		$277K Buy
22,040
+1,535
+7% +$20.4K ﹤0.01% 1372
2024
Q3 		$264K Sell
20,505
-1,093
-5% -$14.4K ﹤0.01% 1407
2024
Q2 		$273K Buy
21,598
+5,057
+31% +$63.6K 0.01% 1312
2024
Q1 		$208K Buy
16,541
+851
+5% +$11.3K ﹤0.01% 1428
2023
Q4 		$230K Buy
15,690
+621
+4% +$8.03K 0.01% 1346
2023
Q3 		$178K Buy
15,069
+2,055
+16% +$27.5K 0.01% 1323
2023
Q2 		$164K Buy
+13,014
New +$158K 0.01% 1363
2021
Q4 		– Sell
-13,446
Closed -$256K – 1109
2021
Q3 		$256K Buy
+13,446
New +$262K 0.02% 843
2020
Q2 		– Sell
-48,594
Closed -$742K – 381
2020
Q1 		$742K Buy
+48,594
New +$952K 0.43% 60

Other funds holding TFSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its TFS Financial (TFSL) stake by 18% in Q2 2026, selling an estimated $66.5K and leaving 19,000 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Vanguard Personalized Indexing Management first reported a position in TFSL in Q1 2020 and has held it in 15 quarters since. The position peaked at $742K in Q1 2020. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Vanguard Personalized Indexing Management held 19,000 shares of TFS Financial worth $337K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 4,264 TFS Financial shares in Q2 2026, an estimated $66.5K.
  • TFS Financial made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1635 holding.
  • Vanguard Personalized Indexing Management first reported a position in TFS Financial in Q1 2020 and has held it in 15 quarters since.
  • Vanguard Personalized Indexing Management's TFS Financial position peaked at $742K in Q1 2020.
  • 235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

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