Vanguard Capital Management
WHG icon

Vanguard Capital Management’s Westwood Holdings Group WHG Stock Holding History

Vanguard Capital Management’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.27M Buy
327,032
+6,516
+2% +$110K ﹤0.01% 3038
2026
Q1 		$5.28M Buy
+320,516
New +$5.46M ﹤0.01% 3038

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
SC
Settian Capital New York $156M AUM 14.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Capital Management increased its Westwood Holdings Group (WHG) stake by 2% in Q2 2026, buying an estimated $110K and bringing the position to 327,032 shares worth $6.27M. The position accounts for ﹤0.01% of the portfolio, ranked #3038.

Vanguard Capital Management first reported a position in WHG in Q1 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • Vanguard Capital Management held 327,032 shares of Westwood Holdings Group worth $6.27M as of Q2 2026.
  • Vanguard Capital Management bought 6,516 Westwood Holdings Group shares in Q2 2026, an estimated $110K.
  • Westwood Holdings Group made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #3038 holding.
  • Vanguard Capital Management first reported a position in Westwood Holdings Group in Q1 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

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