Vanguard Personalized Indexing Management, LLC
Position in IEX — Idex Corp /De/
CIK 1767306
OAKLAND, CA
Position in IEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,480,621
+$604,711 QoQ
Shares Held
6,524
+41.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#302
of 677 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $224,141,671 across 41 Specialty Industrial Machinery names. IEX ranks #20 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
43,977 | $51,666,818 | |
| 2 | ETN |
Eaton Corp plc
|
81,722 | $34,823,378 | |
| 3 | CMI |
Cummins Inc
|
33,793 | $24,101,505 | |
| 4 | PH |
Parker-Hannifin Corp
|
21,317 | $20,850,584 | |
| 5 | EMR |
Emerson Electric Co
|
105,520 | $15,105,188 | |
| 6 | ITW |
Illinois Tool Works Inc
|
47,704 | $12,902,500 | |
| 7 | ROK |
Rockwell Automation, Inc
|
18,171 | $8,996,098 | |
| 8 | ITT |
Itt Inc.
|
39,091 | $7,730,636 |
All Filings in IEX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,480,621 | 6,524 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $875,910 | 4,621 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $754,821 | 4,242 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $641,274 | 3,940 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,213,539 | 6,912 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,001,307 | 5,533 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,308,062 | 6,250 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,343,413 | 6,263 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,246,836 | 6,197 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,448,746 | 5,937 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,050,595 | 4,839 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,087,944 | 5,230 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,062,308 | 4,935 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,235,317 | 5,347 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,485,514 | 6,506 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,325,804 | 6,634 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,015,311 | 5,590 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,272,895 | 6,639 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $646,571 | 2,736 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $381,822 | 1,845 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $990,885 | 4,503 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $328,632 | 1,570 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||