Vanguard Personalized Indexing Management, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1767306
OAKLAND, CA
Position in SOFI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,697,032
-$995,057 QoQ
Shares Held
106,866
+3.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 82.20949600434189.ToString("F0")%
Shared 0.ToString("F0")%
None 17.790503995658113.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $222,688,535 across 21 Credit Services names. SOFI ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
286,872 | $86,704,193 | |
| 2 | MA |
Mastercard Inc
|
135,281 | $67,594,504 | |
| 3 | AXP |
American Express Co
|
89,849 | $27,177,525 | |
| 4 | COF |
Capital One Financial Corp
|
96,693 | $17,639,703 | |
| 5 | SYF |
Synchrony Financial
|
92,377 | $6,283,483 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
101,741 | $4,601,745 | |
| 7 | ALLY |
Ally Financial Inc.
|
47,534 | $1,864,758 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
106,866 | $1,697,032 |
All Filings in SOFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,697,032 | 106,866 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,692,089 | 102,830 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,767,310 | 104,743 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,571,632 | 86,306 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $770,475 | 66,249 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $981,472 | 63,732 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $492,680 | 62,682 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $361,408 | 54,676 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $388,622 | 53,236 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $525,568 | 52,821 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $380,779 | 47,657 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $387,376 | 46,448 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $287,784 | 47,411 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $390,148 | 84,631 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $324,910 | 66,580 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $364,120 | 69,093 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $499,697 | 52,878 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $903,304 | 57,135 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $512,971 | 32,303 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||