Position in TRMD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$787,741
-$32,463 QoQ
Shares Held
30,228
+2.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#72
of 151 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in TRMD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $61,772,324 across 27 Oil & Gas Midstream names. TRMD ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
193,122 | $14,356,689 | |
| 2 | TRGP |
Targa Resources Corp.
|
33,723 | $9,042,485 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
277,159 | $8,860,773 | |
| 4 | OKE |
Oneok Inc /New/
|
76,814 | $6,678,209 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
26,036 | $6,222,864 | |
| 6 | DTM |
DT Midstream, Inc.
|
26,331 | $3,863,810 | |
| 7 | PBA |
Pembina Pipeline Corp
|
40,022 | $1,851,017 | |
| 8 | AM |
Antero Midstream Corp
|
62,520 | $1,422,330 |
All Filings in TRMD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,741 | 30,228 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $820,204 | 29,398 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $614,635 | 31,391 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $637,446 | 30,914 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $439,240 | 26,365 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $261,092 | 15,843 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $300,833 | 15,467 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $380,876 | 11,140 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $434,999 | 11,220 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $363,794 | 10,409 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $297,531 | 9,784 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $316,369 | 11,496 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $266,049 | 11,012 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $340,375 | 10,934 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $315,036 | 10,800 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $236,703 | 11,666 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $161,583 | 11,925 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||