Vanguard Personalized Indexing Management, LLC
Position in C — Citigroup Inc
CIK 1767306
OAKLAND, CA
Position in C
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$29,075,942
+$536,602 QoQ
Shares Held
256,379
+4.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 70.67973585980131.ToString("F0")%
Shared 0.ToString("F0")%
None 29.32026414019869.ToString("F0")%
Common Shares in C 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. C ranks #4 (8.5% 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
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|
256,379 | $29,075,942 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
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 C
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,075,942 | 256,379 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $28,539,340 | 244,574 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,248,451 | 238,901 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $20,282,053 | 238,276 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $15,118,953 | 212,973 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,279,245 | 202,859 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,706,888 | 187,011 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,190,536 | 176,340 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,624,748 | 152,194 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,231,023 | 140,572 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,279,952 | 79,746 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,555,094 | 120,658 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,826,387 | 102,930 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,503,877 | 77,468 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,247,548 | 101,933 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,452,337 | 96,811 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,531,694 | 47,410 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,975,960 | 32,720 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $3,198,593 | 45,577 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,528,412 | 21,603 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,349,658 | 18,552 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $619,128 | 10,041 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $429,030 | 9,952 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $423,056 | 8,279 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||