VPIM
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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
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 $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Vesta Real Estate (VTMX) stake by 3.6% in Q1 2026, selling an estimated $13K and leaving 10,503 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Vanguard Personalized Indexing Management first reported a position in VTMX in Q1 2024 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • Vanguard Personalized Indexing Management held 10,503 shares of Vesta Real Estate worth $350K as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 396 Vesta Real Estate shares in Q1 2026, an estimated $13K.
  • Vesta Real Estate made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1522 holding.
  • Vanguard Personalized Indexing Management first reported a position in Vesta Real Estate in Q1 2024 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

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