VPIM
XP icon

Vanguard Personalized Indexing Management’s XP XP Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$276K Buy
14,475
+2,492
+21% +$48.2K ﹤0.01% 1656
2025
Q4 		$196K Sell
11,983
-770
-6% -$13.6K ﹤0.01% 1725
2025
Q3 		$240K Sell
12,753
-117
-0.9% -$2.1K ﹤0.01% 1603
2025
Q2 		$260K Buy
12,870
+2,732
+27% +$47.2K ﹤0.01% 1508
2025
Q1 		$139K Buy
+10,138
New +$140K ﹤0.01% 1570
2024
Q2 		– Sell
-9,338
Closed -$240K – 1759
2024
Q1 		$240K Sell
9,338
-682
-7% -$17.1K 0.01% 1378
2023
Q4 		$261K Buy
10,020
+108
+1% +$2.46K 0.01% 1294
2023
Q3 		$228K Buy
9,912
+261
+3% +$6.54K 0.01% 1241
2023
Q2 		$226K Buy
+9,651
New +$164K 0.01% 1272

Other funds holding XP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return