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 Q2	$205K	Sell	12,582 -1,893	-13%	-$33.7K	﹤0.01%	1915
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its XP (XP) stake by 13% in Q2 2026, selling an estimated $33.7K and leaving 12,582 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Vanguard Personalized Indexing Management first reported a position in XP in Q2 2023 and has held it in 10 quarters since. The position peaked at $276K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Vanguard Personalized Indexing Management held 12,582 shares of XP worth $205K as of Q2 2026.
Vanguard Personalized Indexing Management sold 1,893 XP shares in Q2 2026, an estimated $33.7K.
XP made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1915 holding.
Vanguard Personalized Indexing Management first reported a position in XP in Q2 2023 and has held it in 10 quarters since.
Vanguard Personalized Indexing Management's XP position peaked at $276K in Q1 2026.
320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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