VPIM
VTR icon

Vanguard Personalized Indexing Management’s Ventas VTR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.17M Buy
63,161
+3,808
+6% +$312K 0.05% 306
2025
Q4 		$4.59M Buy
59,353
+4,885
+9% +$368K 0.04% 334
2025
Q3 		$3.81M Buy
54,468
+1,859
+4% +$125K 0.04% 377
2025
Q2 		$3.32M Buy
52,609
+4,715
+10% +$308K 0.04% 402
2025
Q1 		$3.29M Buy
47,894
+3,480
+8% +$222K 0.05% 340
2024
Q4 		$2.62M Buy
44,414
+824
+2% +$51.8K 0.04% 393
2024
Q3 		$2.8M Buy
43,590
+4,356
+11% +$254K 0.05% 363
2024
Q2 		$2.01M Buy
39,234
+5,081
+15% +$238K 0.04% 406
2024
Q1 		$1.49M Buy
34,153
+4,437
+15% +$202K 0.03% 483
2023
Q4 		$1.48M Buy
29,716
+3,896
+15% +$174K 0.04% 455
2023
Q3 		$1.09M Sell
25,820
-870
-3% -$39.2K 0.03% 520
2023
Q2 		$1.26M Sell
26,690
-108
-0.4% -$4.89K 0.04% 461
2023
Q1 		$1.16M Buy
26,798
+1,531
+6% +$73.8K 0.04% 456
2022
Q4 		$1.14M Sell
25,267
-927
-4% -$39.1K 0.05% 460
2022
Q3 		$1.05M Buy
26,194
+2,712
+12% +$133K 0.05% 457
2022
Q2 		$1.21M Sell
23,482
-9,092
-28% -$509K 0.06% 375
2022
Q1 		$2.01M Buy
32,574
+22,175
+213% +$1.21M 0.1% 191
2021
Q4 		$532K Buy
10,399
+2,468
+31% +$129K 0.03% 682
2021
Q3 		$438K Sell
7,931
-175
-2% -$10K 0.04% 591
2021
Q2 		$463K Sell
8,106
-912
-10% -$50.9K 0.05% 517
2021
Q1 		$481K Buy
9,018
+3,085
+52% +$158K 0.07% 333
2020
Q4 		$291K Buy
5,933
+395
+7% +$18.3K 0.06% 384
2020
Q3 		$232K Buy
+5,538
New +$221K 0.07% 364

Other funds holding VTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Ventas (VTR) stake by 6.4% in Q1 2026, buying an estimated $312K and bringing the position to 63,161 shares worth $5.17M. The position accounts for 0.05% of the portfolio, ranked #306.

Vanguard Personalized Indexing Management first reported a position in VTR in Q3 2020 and has held it in 23 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Vanguard Personalized Indexing Management held 63,161 shares of Ventas worth $5.17M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 3,808 Ventas shares in Q1 2026, an estimated $312K.
  • Ventas made up 0.05% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #306 holding.
  • Vanguard Personalized Indexing Management first reported a position in Ventas in Q3 2020 and has held it in 23 quarters since.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

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