Vanguard Personalized Indexing Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$433K	Sell	4,668 -113	-2%	-$10.7K	﹤0.01%	1390
2025 Q4	$450K	Hold	4,781	–	–	﹤0.01%	1295
2025 Q3	$455K	Buy	4,781 +113	+2%	+$10.6K	﹤0.01%	1275
2025 Q2	$438K	Hold	4,668	–	–	﹤0.01%	1263
2025 Q1	$437K	Sell	4,668 -18	-0.4%	-$1.66K	0.01%	1174
2024 Q4	$416K	Buy	4,686 +18	+0.4%	+$1.65K	0.01%	1198
2024 Q3	$426K	Sell	4,668 -1,987	-30%	-$175K	0.01%	1178
2024 Q2	$559K	Buy	6,655 +956	+17%	+$78.8K	0.01%	978
2024 Q1	$476K	Buy	5,699 +37	+0.7%	+$2.98K	0.01%	1053
2023 Q4	$442K	Buy	5,662 +935	+20%	+$69.8K	0.01%	1060
2023 Q3	$342K	Buy	4,727 +71	+2%	+$5.29K	0.01%	1062
2023 Q2	$346K	Hold	4,656	–	–	0.01%	1057
2023 Q1	$339K	Buy	+4,656	New	+$335K	0.01%	1060

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vanguard Personalized Indexing Management's USMV Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.4% in Q1 2026, selling an estimated $10.7K and leaving 4,668 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Vanguard Personalized Indexing Management first reported a position in USMV in Q1 2023 and has held it in 13 quarters since. The position peaked at $559K in Q2 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Vanguard Personalized Indexing Management held 4,668 shares of iShares MSCI USA Min Vol Factor ETF worth $433K as of Q1 2026.
Vanguard Personalized Indexing Management sold 113 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $10.7K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1390 holding.
Vanguard Personalized Indexing Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 13 quarters since.
Vanguard Personalized Indexing Management's iShares MSCI USA Min Vol Factor ETF position peaked at $559K in Q2 2024.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.