VPIM
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Vanguard Personalized Indexing Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.48M Sell
34,592
-1,516
-4% -$113K 0.02% 533
2025
Q4 		$2.62M Hold
36,108
– – 0.03% 507
2025
Q3 		$2.65M Buy
36,108
+192
+0.5% +$13.8K 0.03% 491
2025
Q2 		$2.51M Sell
35,916
-420
-1% -$27.6K 0.03% 484
2025
Q1 		$2.35M Buy
36,336
+5,636
+18% +$378K 0.03% 439
2024
Q4 		$2.03M Sell
30,700
-4,112
-12% -$279K 0.03% 473
2024
Q3 		$2.3M Hold
34,812
– – 0.04% 428
2024
Q2 		$2.11M Buy
34,812
+8,384
+32% +$509K 0.04% 391
2024
Q1 		$1.65M Buy
26,428
+9,184
+53% +$543K 0.04% 449
2023
Q4 		$1M Buy
17,244
+1,452
+9% +$77.6K 0.03% 646
2023
Q3 		$822K Hold
15,792
– – 0.02% 664
2023
Q2 		$869K Sell
15,792
-60
-0.4% -$3.15K 0.03% 630
2023
Q1 		$836K Buy
15,852
+60
+0.4% +$3.19K 0.03% 622
2022
Q4 		$805K Sell
15,792
-716
-4% -$36.5K 0.03% 598
2022
Q3 		$776K Buy
16,508
+712
+5% +$37.2K 0.04% 591
2022
Q2 		$778K Sell
15,796
-8
-0.1% -$432 0.04% 587
2022
Q1 		$940K Sell
15,804
-1,288
-8% -$75.6K 0.05% 476
2021
Q4 		$1.09M Buy
17,092
+1,288
+8% +$80.7K 0.06% 345
2021
Q3 		$935K Buy
15,804
+12
+0.1% +$725 0.08% 245
2021
Q2 		$937K Hold
15,792
– – 0.1% 220
2021
Q1 		$874K Hold
15,792
– – 0.13% 169
2020
Q4 		$816K Buy
+15,792
New +$765K 0.18% 125

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Vanguard Mid-Cap ETF (VO) stake by 4.2% in Q1 2026, selling an estimated $113K and leaving 34,592 shares worth $2.48M. The position accounts for 0.02% of the portfolio, ranked #533.

Vanguard Personalized Indexing Management first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.65M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Vanguard Personalized Indexing Management held 34,592 shares of Vanguard Mid-Cap ETF worth $2.48M as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 1,516 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $113K.
  • Vanguard Mid-Cap ETF made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #533 holding.
  • Vanguard Personalized Indexing Management first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Vanguard Personalized Indexing Management's Vanguard Mid-Cap ETF position peaked at $2.65M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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