Vanguard Personalized Indexing Management
VRT icon

Vanguard Personalized Indexing Management’s Vertiv VRT Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Buy
48,916
+5,184
+12% +$1.64M 0.13% 112
2026
Q1 		$11M Buy
43,732
+2,277
+5% +$505K 0.11% 158
2025
Q4 		$6.72M Buy
41,455
+1,664
+4% +$289K 0.07% 245
2025
Q3 		$6M Buy
39,791
+1,852
+5% +$247K 0.06% 265
2025
Q2 		$4.87M Buy
37,939
+4,541
+14% +$442K 0.06% 297
2025
Q1 		$2.41M Buy
33,398
+3,407
+11% +$363K 0.04% 429
2024
Q4 		$3.41M Buy
29,991
+3,058
+11% +$363K 0.05% 322
2024
Q3 		$2.68M Buy
26,933
+4,526
+20% +$375K 0.04% 374
2024
Q2 		$1.91M Buy
22,407
+2,897
+15% +$264K 0.04% 417
2024
Q1 		$1.59M Sell
19,510
-1,821
-9% -$114K 0.03% 455
2023
Q4 		$1.02M Buy
21,331
+1,246
+6% +$53.1K 0.03% 636
2023
Q3 		$747K Buy
20,085
+732
+4% +$24.1K 0.02% 706
2023
Q2 		$479K Buy
19,353
+913
+5% +$15.7K 0.01% 912
2023
Q1 		$264K Sell
18,440
-707
-4% -$10.4K 0.01% 1180
2022
Q4 		$262K Buy
19,147
+41
+0.2% +$547 0.01% 1026
2022
Q3 		$186K Buy
+19,106
New +$215K 0.01% 1120
2022
Q2 		– Sell
-24,617
Closed -$345K – 1332
2022
Q1 		$345K Buy
24,617
+7,075
+40% +$126K 0.02% 956
2021
Q4 		$438K Buy
17,542
+7,972
+83% +$199K 0.03% 745
2021
Q3 		$231K Sell
9,570
-6,624
-41% -$176K 0.02% 878
2021
Q2 		$442K Buy
+16,194
New +$387K 0.05% 541

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Vertiv (VRT) stake by 12% in Q2 2026, buying an estimated $1.64M and bringing the position to 48,916 shares worth $16.4M. The position accounts for 0.13% of the portfolio, ranked #112.

Vanguard Personalized Indexing Management first reported a position in VRT in Q2 2021 and has held it in 20 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Vanguard Personalized Indexing Management held 48,916 shares of Vertiv worth $16.4M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 5,184 Vertiv shares in Q2 2026, an estimated $1.64M.
  • Vertiv made up 0.13% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #112 holding.
  • Vanguard Personalized Indexing Management first reported a position in Vertiv in Q2 2021 and has held it in 20 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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