Vanguard Personalized Indexing Management, LLC Vanguard Mid Cap Value Index F Transaction History

Vanguard Personalized Indexing Management, LLC

$6.09 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$146.82 - $155.77 $205,548 - $218,078	1,400 New	1,400 $210,000
Q2 2023 Jul 28, 2023	SELL	$127.92 - $138.38 $1,279 - $1,383	-10 Reduced 0.39%	2,538 $351,000
Q1 2023 May 10, 2023	BUY	$126.74 - $147.12 $322,933 - $374,861	2,548 New	2,548 $341,000

Others Institutions Holding VOE

# of Institutions

1,107

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

Betterment LLC New York, NY

4.68M
Shares

$767 Million
1.89% of portfolio
Morgan Stanley New York, NY

4.58M
Shares

$751 Million
0.06% of portfolio
Assetmark, Inc

3.65M
Shares

$599 Million
1.76% of portfolio
Royal Bank Of Canada Toronto, A6

3.19M
Shares

$522 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.08M
Shares

$505 Million
0.04% of portfolio

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About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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