Position in XP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$204,583
-$71,021 QoQ
Shares Held
12,582
-13.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#228
of 317 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in XP 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. XP ranks #31 (0.1% 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.
|
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 XP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,583 | 12,582 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $275,604 | 14,475 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $196,161 | 11,983 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $239,628 | 12,753 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $259,974 | 12,870 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $139,397 | 10,138 | Shares | Sole | 2025-05-14 | |
| 2024-03-31 | $239,613 | 9,338 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $261,221 | 10,020 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $228,471 | 9,912 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $226,412 | 9,651 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||