Vanguard Personalized Indexing Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1767306
OAKLAND, CA
Position in IBKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,512,327
+$1,188,607 QoQ
Shares Held
51,842
+4.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#333
of 1,112 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $160,104,836 across 36 Capital Markets names. IBKR ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
54,465 | $55,084,267 | |
| 2 | MS |
Morgan Stanley
|
214,934 | $44,929,803 | |
| 3 | SCHW |
Schwab Charles Corp
|
198,471 | $18,312,919 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
80,724 | $8,095,002 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
51,842 | $4,512,327 | |
| 6 | EVR |
Evercore Inc.
|
12,677 | $4,328,434 | |
| 7 | NMR |
Nomura Holdings Inc
|
374,709 | $3,289,945 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
7,740 | $2,180,203 |
All Filings in IBKR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,512,327 | 51,842 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,323,720 | 49,556 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,026,943 | 47,068 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,994,282 | 58,048 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,101,962 | 55,982 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,290,606 | 13,833 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,299,713 | 13,017 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,736,007 | 12,457 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,434,910 | 11,704 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,271,036 | 11,378 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $947,629 | 11,431 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,060,273 | 12,249 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,020,016 | 12,279 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,018,460 | 12,336 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $240,997 | 3,331 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $267,330 | 4,056 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||