Vanguard Personalized Indexing Management
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
Q2 		$5.39M Sell
60,751
-2,410
-4% -$205K 0.04% 341
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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Ventas (VTR) stake by 3.8% in Q2 2026, selling an estimated $205K and leaving 60,751 shares worth $5.39M. The position accounts for 0.04% of the portfolio, ranked #341.

Vanguard Personalized Indexing Management first reported a position in VTR in Q3 2020 and has held it in 24 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Vanguard Personalized Indexing Management held 60,751 shares of Ventas worth $5.39M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 2,410 Ventas shares in Q2 2026, an estimated $205K.
  • Ventas made up 0.04% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #341 holding.
  • Vanguard Personalized Indexing Management first reported a position in Ventas in Q3 2020 and has held it in 24 quarters since.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

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