Vanguard Personalized Indexing Management’s Zevia ZVIA Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio ZVIA Stock Details ZVIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.9K	Buy	+28,165	New	+$38.3K	﹤0.01%	2148

Other funds holding ZVIA

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

SPCM

Stoic Point Capital Management Palo Alto, California $121M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Personalized Indexing Management opened a new position in Zevia (ZVIA) in Q2 2026: 28,165 shares worth $45.9K. The stake represents ﹤0.01% of the portfolio and ranks #2148 among its holdings.

102 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

Vanguard Personalized Indexing Management held 28,165 shares of Zevia worth $45.9K as of Q2 2026.
Zevia was a new Vanguard Personalized Indexing Management position in Q2 2026.
Zevia made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #2148 holding.
102 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

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