Vanguard Personalized Indexing Management, LLC PHI — PLDT INC

Ownership history in Vanguard Personalized Indexing Management, LLC  ·  20 quarters on record

AI Ownership Summary

Vanguard Personalized Indexing Management, LLC reported PLDT INC (PHI) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows PHI at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vanguard Personalized Indexing Management, LLC's position in PLDT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PHI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PHI stock page Vanguard Personalized Indexing Management, LLC fund profile Vanguard Personalized Indexing Management, LLC full holdings
How Vanguard Personalized Indexing Management, LLC held PHI — position size vs. price
% of Fund (quarterly)    PHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 31,420 +1,634 +5.5% 0.01% $661K 2026-05-14 $19.36
2025 Q4 ADDED — — — 29,786 +14,181 +90.9% 0.01% $648K 2026-02-13 $23.07
2025 Q3 REDUCED 38.2% +15.6% ❌ 15,605 -9,658 -38.2% 0.00% $292K 2025-10-31 $18.67
2025 Q2 ADDED — — — 25,263 +2,580 +11.4% 0.01% $550K 2025-07-25 $22.23
2025 Q1 ADDED — — — 22,683 +6,519 +40.3% 0.01% $496K 2025-05-14 $22.44
2024 Q4 REDUCED 18.0% +2.1% ❌ 16,164 -3,560 -18.0% 0.01% $358K 2025-02-10 $21.42
2024 Q3 ADDED — — — 19,724 +3,383 +20.7% 0.01% $530K 2024-11-12 $20.52
2024 Q2 ADDED — — — 16,341 +2,903 +21.6% 0.01% $396K 2024-08-12 $25.27
2024 Q1 ADDED — — — 13,438 +3,272 +32.2% 0.01% $331K 2024-05-09 $21.99
2023 Q4 ADDED — — — 10,166 +952 +10.3% 0.01% $238K 2024-02-08 $20.23
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PHI

As of 2026 Q1 — sorted by position size

Crossmark Global Holdings, Inc. 3Y 7Y 0.15% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.08% EverSource Wealth Advisors, LLC 3Y 0.02% Vident Advisory, LLC 0.02% SYON CAPITAL LLC 0.01% Laird Norton Wetherby Trust Company, LLC 3Y 7Y 0.01% Brooklyn Investment Group 0.01% EVERGREEN CAPITAL MANAGEMENT LLC 3Y 7Y 0.01% GUGGENHEIM CAPITAL LLC 3Y 7Y 0.01% XTX Topco Ltd 3Y 0.01%

FAQ About Vanguard Personalized Indexing Management, LLC and PHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vanguard Personalized Indexing Management, LLC reported owning PHI?

Vanguard Personalized Indexing Management, LLC reported PHI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PHI position in Vanguard Personalized Indexing Management, LLC's portfolio?

The largest reported portfolio weight for PHI was 0.01% in 2024 Q3.

What is the latest reported PHI position on this page?

The most recent filing on this page is 2026 Q1, when Vanguard Personalized Indexing Management, LLC reported 31,420 shares, equal to 0.01% of portfolio, with an estimated market value of $661K.

What does the chart on this PHI ownership page compare?

The chart compares Vanguard Personalized Indexing Management, LLC's quarterly PHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Vanguard Personalized Indexing Management, LLC time their PHI position?

Based on 13F filing dates vs. subsequent PHI price moves, Vanguard Personalized Indexing Management, LLC correctly timed 5 out of 18 reported position changes (28%). The annualised alpha on PHI relative to SPY over the holding period was -20.2%.

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