Vanguard Capital Management
WSFS icon

Vanguard Capital Management’s WSFS Financial WSFS Stock Holding History

Vanguard Capital Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$170M Sell
2,244,125
-11,752
-0.5% -$930K ﹤0.01% 1209
2026
Q2 		$173M Sell
2,255,877
-112,112
-5% -$8.04M ﹤0.01% 1228
2026
Q1 		$155M Buy
+2,367,989
New +$149M ﹤0.01% 1221

Other funds holding WSFS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Capital Management's WSFS Position: Q3 2026 in Review

Vanguard Capital Management reduced its WSFS Financial (WSFS) stake by 0.52% in Q3 2026, selling an estimated $930K and leaving 2,244,125 shares worth $170M. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Vanguard Capital Management first reported a position in WSFS in Q1 2026 and has held it in 3 quarters since. The position peaked at $173M in Q2 2026. 290 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • Vanguard Capital Management held 2,244,125 shares of WSFS Financial worth $170M as of Q3 2026.
  • Vanguard Capital Management sold 11,752 WSFS Financial shares in Q3 2026, an estimated $930K.
  • WSFS Financial made up ﹤0.01% of Vanguard Capital Management's portfolio in Q3 2026, its #1209 holding.
  • Vanguard Capital Management first reported a position in WSFS Financial in Q1 2026 and has held it in 3 quarters since.
  • Vanguard Capital Management's WSFS Financial position peaked at $173M in Q2 2026.
  • 290 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Vanguard Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.