SEC 13F Intelligence

Vanguard Personalized Indexing Management, LLC / AXP

Vanguard Personalized Indexing Management, LLC’s American Express Co Position

Does Vanguard Personalized Indexing Management, LLC own American Express Co (AXP)? Yes — 89.8K shares worth $27M (+0.27% of its 13F portfolio) as of Q1 2026, down from 90.7K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
89.8K
% of Portfolio
+0.27%
Quarters Held
24
currently held

Position History AXP

Reported value by quarter
Q2 ’20: $257,000Q2 ’20Q3 ’20: $484,000Q4 ’20: $700,000Q1 ’21: $2MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $5MQ4 ’21Q1 ’22: $7MQ2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $6MQ1 ’23: $8MQ2 ’23: $9MQ2 ’23Q3 ’23: $8MQ4 ’23: $10MQ1 ’24: $14MQ1 ’24Q2 ’24: $14MQ3 ’24: $19MQ4 ’24: $20MQ4 ’24Q1 ’25: $19MQ2 ’25: $26MQ3 ’25: $28MQ3 ’25Q4 ’25: $34MQ1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202689.8K$27M+0.27%
Q4 202590.7K$34M+0.33%
Q3 202584.0K$28M+0.29%
Q2 202581.8K$26M+0.29%
Q1 202570.1K$19M+0.28%
Q4 202468.8K$20M+0.31%
Q3 202468.6K$19M+0.30%
Q2 202462.7K$14M+0.28%
Q1 202460.1K$14M+0.29%
Q4 202354.6K$10M+0.27%
Q3 202352.3K$8M+0.23%
Q2 202351.8K$9M+0.28%
Q1 202349.2K$8M+0.28%
Q4 202241.8K$6M+0.26%
Q3 202239.9K$5M+0.24%
Q2 202235.7K$5M+0.23%
Q1 202236.8K$7M+0.33%
Q4 202129.0K$5M+0.28%
Q3 202116.8K$3M+0.25%
Q2 202120.0K$3M+0.35%
Q1 202111.7K$2M+0.25%
Q4 20205.8K$700,000+0.15%
Q3 20204.8K$484,000+0.14%
Q2 20202.7K$257,000+0.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vanguard Personalized Indexing Management, LLC’s full portfolio or all institutional holders of AXP.