Vanguard Personalized Indexing Management, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1767306
OAKLAND, CA
Position in BNY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$15,459,505
+$1,114,264 QoQ
Shares Held
130,317
+5.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 70.15278129484258.ToString("F0")%
Shared 0.ToString("F0")%
None 29.847218705157424.ToString("F0")%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $344,015,209 across 19 Banks - Diversified names. BNY ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
502,465 | $147,805,104 | |
| 2 | BAC |
Bank Of America Corp /De/
|
939,695 | $45,810,131 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
395,478 | $31,484,003 | |
| 4 | C |
Citigroup Inc
|
256,379 | $29,075,942 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
130,317 | $15,459,505 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
129,488 | $10,681,465 | |
| 7 | RY |
Royal Bank Of Canada
|
52,171 | $8,440,224 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
469,765 | $7,971,912 |
All Filings in BNY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,459,505 | 130,317 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,345,241 | 123,570 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,681,745 | 116,389 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,214,911 | 123,092 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,316,195 | 111,079 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,886,829 | 102,653 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,074,545 | 98,449 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,180,604 | 86,502 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,636,623 | 80,469 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,123,296 | 79,218 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,386,949 | 55,966 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,299,502 | 51,651 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,438,628 | 53,667 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,120,458 | 46,583 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,106,658 | 54,690 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,006,960 | 48,117 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,002,669 | 40,352 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,151,573 | 37,045 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $951,575 | 18,356 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $712,148 | 13,901 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $419,651 | 8,874 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $226,884 | 5,346 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||