SEC 13F Intelligence

Vanguard Personalized Indexing Management, LLC / WFC

Vanguard Personalized Indexing Management, LLC’s Wells Fargo & Co Position

Does Vanguard Personalized Indexing Management, LLC own Wells Fargo & Co (WFC)? Yes395.5K shares worth $31M (+0.31% of its 13F portfolio) as of Q1 2026, down from 412.5K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
395.5K
% of Portfolio
+0.31%
Quarters Held
25
currently held

Position History WFC

Reported value by quarter
Q1 ’20: $239,000Q1 ’20Q2 ’20: $271,000Q3 ’20: $262,000Q4 ’20: $420,000Q1 ’21: $1MQ1 ’21Q2 ’21: $3MQ3 ’21: $4MQ4 ’21: $5MQ1 ’22: $6MQ1 ’22Q2 ’22: $6MQ3 ’22: $6MQ4 ’22: $6MQ1 ’23: $6MQ1 ’23Q2 ’23: $7MQ3 ’23: $8MQ4 ’23: $9MQ1 ’24: $13MQ1 ’24Q2 ’24: $16MQ3 ’24: $15MQ4 ’24: $22MQ1 ’25: $23MQ1 ’25Q2 ’25: $31MQ3 ’25: $33MQ4 ’25: $38MQ1 ’26: $31MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026395.5K$31M+0.31%
Q4 2025412.5K$38M+0.38%
Q3 2025395.2K$33M+0.34%
Q2 2025386.4K$31M+0.35%
Q1 2025324.9K$23M+0.34%
Q4 2024309.1K$22M+0.33%
Q3 2024273.5K$15M+0.25%
Q2 2024261.2K$16M+0.30%
Q1 2024226.5K$13M+0.28%
Q4 2023188.6K$9M+0.24%
Q3 2023197.9K$8M+0.24%
Q2 2023175.4K$7M+0.23%
Q1 2023153.3K$6M+0.20%
Q4 2022142.1K$6M+0.24%
Q3 2022155.1K$6M+0.28%
Q2 2022148.1K$6M+0.27%
Q1 2022126.8K$6M+0.30%
Q4 202196.6K$5M+0.27%
Q3 202176.4K$4M+0.32%
Q2 202158.4K$3M+0.28%
Q1 202136.5K$1M+0.22%
Q4 202013.9K$420,000+0.09%
Q3 202011.2K$262,000+0.07%
Q2 202010.6K$271,000+0.12%
Q1 20208.3K$239,000+0.14%

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 WFC.