Vanguard Personalized Indexing Management
ZM icon

Vanguard Personalized Indexing Management’s Zoom ZM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Sell
25,789
-708
-3% -$66.9K 0.02% 606
2026
Q1 		$2.13M Sell
26,497
-3,176
-11% -$266K 0.02% 578
2025
Q4 		$2.56M Buy
29,673
+3,817
+15% +$321K 0.03% 518
2025
Q3 		$2.13M Sell
25,856
-669
-3% -$52.2K 0.02% 569
2025
Q2 		$2.07M Buy
26,525
+5,861
+28% +$453K 0.02% 556
2025
Q1 		$1.52M Buy
20,664
+5,609
+37% +$447K 0.02% 591
2024
Q4 		$1.23M Buy
15,055
+3,389
+29% +$266K 0.02% 683
2024
Q3 		$814K Buy
11,666
+1,453
+14% +$90.8K 0.01% 868
2024
Q2 		$591K Buy
10,213
+2,955
+41% +$182K 0.01% 960
2024
Q1 		$474K Buy
7,258
+993
+16% +$66.2K 0.01% 1054
2023
Q4 		$451K Sell
6,265
-1,953
-24% -$129K 0.01% 1053
2023
Q3 		$575K Buy
8,218
+1,582
+24% +$110K 0.02% 821
2023
Q2 		$450K Sell
6,636
-3,842
-37% -$257K 0.01% 938
2023
Q1 		$774K Buy
10,478
+673
+7% +$48.5K 0.03% 663
2022
Q4 		$664K Sell
9,805
-6,911
-41% -$525K 0.03% 685
2022
Q3 		$1.23M Sell
16,716
-2,971
-15% -$283K 0.06% 393
2022
Q2 		$2.13M Buy
19,687
+14,425
+274% +$1.52M 0.1% 198
2022
Q1 		$617K Buy
5,262
+3,396
+182% +$462K 0.03% 723
2021
Q4 		$343K Buy
1,866
+249
+15% +$58.5K 0.02% 829
2021
Q3 		$423K Buy
1,617
+14
+0.9% +$4.72K 0.04% 605
2021
Q2 		$620K Buy
1,603
+87
+6% +$29K 0.06% 387
2021
Q1 		$487K Buy
1,516
+813
+116% +$299K 0.07% 327
2020
Q4 		$237K Buy
+703
New +$313K 0.05% 454

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Zoom (ZM) stake by 2.7% in Q2 2026, selling an estimated $66.9K and leaving 25,789 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #606.

Vanguard Personalized Indexing Management first reported a position in ZM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.56M in Q4 2025. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 25,789 shares of Zoom worth $2.23M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 708 Zoom shares in Q2 2026, an estimated $66.9K.
  • Zoom made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #606 holding.
  • Vanguard Personalized Indexing Management first reported a position in Zoom in Q4 2020 and has held it in 23 quarters since.
  • Vanguard Personalized Indexing Management's Zoom position peaked at $2.56M in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

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