Vanguard Capital Management
PWP icon

Vanguard Capital Management’s Perella Weinberg Partners PWP Stock Holding History

Vanguard Capital Management’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.4M Buy
3,032,455
+270,937
+10% +$4.96M ﹤0.01% 1968
2026
Q1 		$50.1M Buy
+2,761,518
New +$54.3M ﹤0.01% 1849

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management's PWP Position: Q2 2026 in Review

Vanguard Capital Management increased its Perella Weinberg Partners (PWP) stake by 9.8% in Q2 2026, buying an estimated $4.96M and bringing the position to 3,032,455 shares worth $48.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Vanguard Capital Management first reported a position in PWP in Q1 2026 and has held it in 2 quarters since. The position peaked at $50.1M in Q1 2026. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Vanguard Capital Management held 3,032,455 shares of Perella Weinberg Partners worth $48.4M as of Q2 2026.
  • Vanguard Capital Management bought 270,937 Perella Weinberg Partners shares in Q2 2026, an estimated $4.96M.
  • Perella Weinberg Partners made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #1968 holding.
  • Vanguard Capital Management first reported a position in Perella Weinberg Partners in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's Perella Weinberg Partners position peaked at $50.1M in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.