Vanguard Personalized Indexing Management
VTMX icon

Vanguard Personalized Indexing Management’s Vesta Real Estate VTMX Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio VTMX Stock Details VTMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$428K Buy
12,485
+1,982
+19% +$68.9K ﹤0.01% 1498
2026
Q1 		$350K Sell
10,503
-396
-4% -$13K ﹤0.01% 1522
2025
Q4 		$332K Buy
+10,899
New +$323K ﹤0.01% 1460
2024
Q2 		– Sell
-5,370
Closed -$211K – 1753
2024
Q1 		$211K Buy
+5,370
New +$201K ﹤0.01% 1422

Other funds holding VTMX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 42.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Vesta Real Estate (VTMX) stake by 19% in Q2 2026, buying an estimated $68.9K and bringing the position to 12,485 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Vanguard Personalized Indexing Management first reported a position in VTMX in Q1 2024 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Vanguard Personalized Indexing Management held 12,485 shares of Vesta Real Estate worth $428K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,982 Vesta Real Estate shares in Q2 2026, an estimated $68.9K.
  • Vesta Real Estate made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1498 holding.
  • Vanguard Personalized Indexing Management first reported a position in Vesta Real Estate in Q1 2024 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

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