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
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Vanguard Capital Management reduced its WSFS Financial (WSFS) stake by 4.7% in Q2 2026, selling an estimated $8.04M and leaving 2,255,877 shares worth $173M. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Vanguard Capital Management first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. 350 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Vanguard Capital Management held 2,255,877 shares of WSFS Financial worth $173M as of Q2 2026.
  • Vanguard Capital Management sold 112,112 WSFS Financial shares in Q2 2026, an estimated $8.04M.
  • WSFS Financial made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #1228 holding.
  • Vanguard Capital Management first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
  • 350 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

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