Vanguard Personalized Indexing Management, LLC

Position in HRB — H&R Block Inc

CIK 1767306 OAKLAND, CA

Position in HRB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,592,010

+$819,935 QoQ

Shares Held

41,807

+71.9% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#179

of 536 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Consumer Cyclical · as of Jun 30, 2026

Vanguard Personalized Indexing Management, LLC holds $5,813,161 across 5 Personal Services names. HRB ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	42,186	$1,760,843
2	HRB	H&R Block Inc This page	41,807	$1,592,010
3	SCI	Service Corp International	18,512	$1,406,171
4	FTDR	Frontdoor, Inc.	8,167	$633,677
5	BFAM	Bright Horizons Family Solutions Inc.	5,932	$420,460

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,592,010	41,807	+71.9%	Shares	Sole	2026-08-11
2026-03-31	$772,075	24,325	+68.0%	Shares	Sole	2026-05-14
2025-12-31	$631,038	14,480	-14.6%	Shares	Sole	2026-02-13
2025-09-30	$857,869	16,964	-1.6%	Shares	Sole	2025-10-31
2025-06-30	$946,523	17,244	+3.9%	Shares	Sole	2025-07-25
2025-03-31	$911,560	16,601	-1.4%	Shares	Sole	2025-05-14
2024-12-31	$889,455	16,833	-2.5%	Shares	Sole	2025-02-10
2024-09-30	$1,097,317	17,267	+5.2%	Shares	Sole	2024-11-12
2024-06-30	$890,076	16,413	+7.8%	Shares	Sole	2024-08-12
2024-03-31	$747,405	15,219	-19.0%	Shares	Sole	2024-05-09
2023-12-31	$909,162	18,796	+88.2%	Shares	Sole	2024-02-08
2023-09-30	$430,083	9,988	+23.9%	Shares	Sole	2023-11-08
2023-06-30	$256,999	8,064	-39.7%	Shares	Sole	2023-07-28
2023-03-31	$471,327	13,371	+52.2%	Shares	Sole	2023-05-10
2022-12-31	$320,813	8,787	+72.3%	Shares	Sole	2023-02-10
2022-09-30	$216,954	5,100	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.