Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,887,705
+$123,276 QoQ
Shares Held
39,494
-2.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#296
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $110,927,590 across 10 Healthcare Plans names. CI ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
134,704 | $55,987,023 | |
| 2 | CVS |
CVS HEALTH Corp
|
163,437 | $16,907,557 | |
| 3 | ELV |
Elevance Health, Inc.
|
31,866 | $12,323,538 | |
| 4 | CI |
Cigna Group
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|
39,494 | $10,887,705 | |
| 5 | HUM |
Humana Inc
|
15,979 | $6,347,178 | |
| 6 | CNC |
Centene Corp
|
89,724 | $5,759,383 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
5,894 | $1,347,957 | |
| 8 | OSCR |
Oscar Health, Inc.
|
18,559 | $529,302 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,887,705 | 39,494 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,764,429 | 40,354 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,144,427 | 36,858 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,872,213 | 37,718 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $15,142,216 | 45,805 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $12,874,757 | 39,133 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,309,231 | 33,712 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,764,755 | 33,959 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,031,807 | 30,347 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,822,836 | 27,046 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,460,796 | 24,915 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,175,594 | 28,579 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,963,369 | 24,816 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $6,237,487 | 24,410 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,569,462 | 22,845 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,073,818 | 21,890 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,348,138 | 20,295 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,704,370 | 15,460 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,119,753 | 13,586 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $875,700 | 4,375 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,498,519 | 6,321 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,095,323 | 4,531 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $667,633 | 3,207 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $485,698 | 2,867 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $474,191 | 2,527 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $355,777 | 2,008 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||