Vanguard Personalized Indexing Management, LLC
Position in BNS — Bank Of Nova Scotia
CIK 1767306
OAKLAND, CA
Position in BNS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,309,125
+$823,184 QoQ
Shares Held
38,106
+6.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#196
of 531 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in BNS 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. BNS ranks #18 (0.8% 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 BNS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,309,125 | 38,106 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,485,941 | 35,867 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,856,077 | 38,758 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,363,410 | 36,557 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,681,810 | 30,429 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,269,511 | 26,766 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,429,811 | 26,616 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,359,089 | 24,942 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,085,712 | 23,747 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,096,907 | 21,184 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $832,842 | 17,105 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $677,148 | 14,853 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $629,253 | 12,575 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $493,981 | 9,809 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $500,722 | 10,223 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $382,462 | 8,040 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $602,698 | 10,179 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $580,501 | 8,094 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $439,388 | 6,129 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $212,278 | 3,450 | Shares | Sole | 2021-11-09 | |
| 2021-03-31 | $243,757 | 3,897 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $214,052 | 3,961 | Shares | Sole | 2021-01-20 | |
| 2020-03-31 | $1,132,577 | 27,896 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||