Vanguard Personalized Indexing Management, LLC
Position in BCS — Barclays PLC
CIK 1767306
OAKLAND, CA
Position in BCS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,810,115
+$1,210,419 QoQ
Shares Held
179,081
+5.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#103
of 554 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $419,017,420 across 19 Banks - Diversified names. BCS ranks #16 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
542,873 | $177,698,619 | |
| 2 | BAC |
Bank Of America Corp /De/
|
947,094 | $53,965,416 | |
| 3 | C |
Citigroup Inc
|
262,954 | $36,803,041 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
395,099 | $32,650,981 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
134,890 | $19,506,442 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
140,755 | $13,384,392 | |
| 7 | RY |
Royal Bank Of Canada
|
58,402 | $12,087,461 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
518,540 | $10,313,760 |
All Filings in BCS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,810,115 | 179,081 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,599,696 | 170,118 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,648,213 | 182,641 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,796,872 | 183,690 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,326,699 | 178,951 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,543,800 | 165,612 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,874,301 | 141,031 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,474,135 | 121,328 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,142,831 | 106,707 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $820,751 | 86,852 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $556,919 | 70,675 | Shares | Sole | 2024-06-04 | |
| 2023-09-30 | $774,333 | 99,401 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $635,669 | 80,874 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $390,805 | 54,354 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $408,564 | 52,380 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $661,024 | 103,285 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $512,703 | 67,461 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $585,864 | 74,160 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $454,810 | 43,943 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $388,723 | 37,667 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $296,853 | 30,762 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $604,173 | 59,059 | Shares | Sole | 2021-04-28 | |
| 2020-09-30 | $302,448 | 60,369 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $370,079 | 65,385 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $138,500 | 30,574 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||