VPIM
VSEE

Vanguard Personalized Indexing Management’s VSee Health VSEE Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio VSEE Stock Details VSEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22,420
Closed -$8.39K – 2255
2025
Q4 		$8.39K Buy
+22,420
New +$14.7K ﹤0.01% 1970

Other funds holding VSEE

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Vanguard Personalized Indexing Management sold out of VSee Health (VSEE) in Q1 2026, closing a stake of 22,420 shares — an estimated $8.39K sold.

Vanguard Personalized Indexing Management first reported a position in VSEE in Q4 2025 and held it in 1 quarter. The position peaked at $8.39K in Q4 2025. 14 funds tracked by Wall St. Rank hold VSEE as of Q1 2026.

  • Vanguard Personalized Indexing Management reported no remaining VSee Health position as of Q1 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 22,420 VSee Health shares in Q1 2026, an estimated $8.39K.
  • Vanguard Personalized Indexing Management first reported a position in VSee Health in Q4 2025 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's VSee Health position peaked at $8.39K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held VSee Health as of Q1 2026.

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