Vanguard Personalized Indexing Management
TRI icon

Vanguard Personalized Indexing Management’s Thomson Reuters TRI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$710K Sell
8,695
-2,619
-23% -$229K 0.01% 1186
2026
Q1 		$1.03M Buy
11,314
+1,535
+16% +$162K 0.01% 916
2025
Q4 		$1.31M Sell
9,779
-2,683
-22% -$389K 0.01% 794
2025
Q3 		$1.98M Sell
12,462
-1,879
-13% -$351K 0.02% 598
2025
Q2 		$2.95M Buy
14,341
+1,950
+16% +$371K 0.03% 443
2025
Q1 		$2.17M Buy
12,391
+1,759
+17% +$304K 0.03% 469
2024
Q4 		$1.73M Buy
10,632
+763
+8% +$129K 0.03% 523
2024
Q3 		$1.71M Buy
9,869
+57
+0.6% +$9.62K 0.03% 523
2024
Q2 		$1.46M Buy
9,812
+1,327
+16% +$220K 0.03% 517
2024
Q1 		$1.34M Buy
8,485
+1,127
+15% +$175K 0.03% 519
2023
Q4 		$1.09M Buy
7,358
+312
+4% +$42.1K 0.03% 599
2023
Q3 		$875K Buy
7,046
+495
+8% +$65.2K 0.03% 630
2023
Q2 		$898K Sell
6,551
-137
-2% -$18.4K 0.03% 618
2023
Q1 		$917K Buy
6,688
+182
+3% +$23.2K 0.03% 573
2022
Q4 		$782K Sell
6,506
-600
-8% -$69.1K 0.03% 612
2022
Q3 		$768K Buy
7,106
+1,505
+27% +$174K 0.03% 595
2022
Q2 		$615K Buy
5,601
+1,142
+26% +$121K 0.03% 717
2022
Q1 		$511K Buy
4,459
+1,317
+42% +$147K 0.02% 822
2021
Q4 		$396K Buy
3,142
+1,113
+55% +$139K 0.02% 779
2021
Q3 		$236K Buy
+2,029
New +$236K 0.02% 872
2021
Q2 		– Sell
-2,490
Closed -$230K – 984
2021
Q1 		$230K Sell
2,490
-24
-1% -$2.13K 0.03% 618
2020
Q4 		$217K Buy
+2,514
New +$215K 0.05% 477

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Personalized Indexing Management reduced its Thomson Reuters (TRI) stake by 23% in Q2 2026, selling an estimated $229K and leaving 8,695 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #1186.

Vanguard Personalized Indexing Management first reported a position in TRI in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.95M in Q2 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 8,695 shares of Thomson Reuters worth $710K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 2,619 Thomson Reuters shares in Q2 2026, an estimated $229K.
  • Thomson Reuters made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1186 holding.
  • Vanguard Personalized Indexing Management first reported a position in Thomson Reuters in Q4 2020 and has held it in 22 quarters since.
  • Vanguard Personalized Indexing Management's Thomson Reuters position peaked at $2.95M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

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