Vanguard Personalized Indexing Management, LLC

Position in RKT — Rocket Companies, Inc.

CIK 1767306 OAKLAND, CA

Position in RKT

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

Position Value

$2,509,542

+$297,971 QoQ

Shares Held

159,336

+2.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#236

of 787 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Financial Services · as of Jun 30, 2026

Vanguard Personalized Indexing Management, LLC holds $3,265,978 across 5 Mortgage Finance names. RKT ranks #1 (76.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	159,336	$2,509,542
2	PFSI	PennyMac Financial Services, Inc.	3,362	$292,830
3	WD	Walker & Dunlop, Inc.	4,265	$233,295
4	UWMC	UWM Holdings Corp	74,864	$171,438
5	LDI	loanDepot, Inc.	47,099	$58,873

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,509,542	159,336	+2.7%	Shares	Sole	2026-08-11
2026-03-31	$2,211,571	155,198	-9.3%	Shares	Sole	2026-05-14
2025-12-31	$3,314,354	171,196	+245.3%	Shares	Sole	2026-02-13
2025-09-30	$960,899	49,582	+98.3%	Shares	Sole	2025-10-31
2025-06-30	$354,485	24,999	-5.8%	Shares	Sole	2025-07-25
2025-03-31	$320,374	26,543	+26.2%	Shares	Sole	2025-05-14
2024-12-31	$236,887	21,038	-7.0%	Shares	Sole	2025-02-10
2024-09-30	$434,116	22,622	+4.9%	Shares	Sole	2024-11-12
2024-06-30	$295,440	21,565	+39.2%	Shares	Sole	2024-08-12
2024-03-31	$225,452	15,495	-4.5%	Shares	Sole	2024-05-09
2023-12-31	$234,952	16,226	+27.8%	Shares	Sole	2024-02-08
2023-09-30	$103,828	12,693	+2.7%	Shares	Sole	2023-11-08
2023-06-30	$110,790	12,365	-15.5%	Shares	Sole	2023-07-28
2023-03-31	$132,638	14,640	-4.2%	Shares	Sole	2023-05-10
2022-12-31	$106,967	15,281	+2.4%	Shares	Sole	2023-02-10
2022-09-30	$94,319	14,924	+4.3%	Shares	Sole	2022-11-14
2022-06-30	$105,284	14,305	+33.3%	Shares	Sole	2022-08-12
2022-03-31	$119,295	10,728	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.