Vanguard Personalized Indexing Management, LLC
Position in AGNC — AGNC Investment Corp.
CIK 1767306
OAKLAND, CA
Position in AGNC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$716,805
+$18,948 QoQ
Shares Held
65,762
-5.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#270
of 703 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $3,231,035 across 10 REIT - Mortgage names. AGNC ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
44,160 | $987,417 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
65,762 | $716,805 | |
| 3 | RITM |
Rithm Capital Corp.
|
53,182 | $499,378 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
18,629 | $305,143 | |
| 5 | DX |
Dynex Capital Inc
|
17,252 | $226,173 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
11,647 | $197,416 | |
| 7 | MITT |
TPG Mortgage Investment Trust, Inc.
|
13,706 | $108,551 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
19,763 | $107,115 |
All Filings in AGNC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,805 | 65,762 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $697,857 | 69,577 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $694,452 | 64,781 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $490,048 | 50,056 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $390,777 | 42,522 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $539,660 | 56,332 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $457,396 | 49,663 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $565,216 | 54,036 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $377,869 | 39,609 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $315,760 | 31,895 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $246,711 | 25,149 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $310,821 | 32,926 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $408,563 | 40,332 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $491,268 | 48,737 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $520,511 | 50,291 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $323,319 | 38,399 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $235,923 | 21,312 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $626,284 | 47,808 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $288,376 | 19,174 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $551,713 | 34,985 | Shares | Sole | 2021-11-09 | |
| 2021-03-31 | $168,873 | 10,076 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $156,655 | 10,042 | Shares | Sole | 2021-01-20 | |
| 2020-03-31 | $143,718 | 13,584 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||