Vanguard Group
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Vanguard Group’s Perella Weinberg Partners PWP Stock Holding History

Vanguard Group’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
2025
Q4 		$64.4M Buy
3,722,756
+241,363
+7% +$4.5M ﹤0.01% 2038
2025
Q3 		$74.2M Sell
3,481,393
-52,611
-1% -$1.12M ﹤0.01% 1978
2025
Q2 		$68.6M Buy
3,534,004
+383,384
+12% +$6.77M ﹤0.01% 1983
2025
Q1 		$58M Sell
3,150,620
-13,224
-0.4% -$300K ﹤0.01% 2039
2024
Q4 		$75.4M Buy
3,163,844
+260,319
+9% +$6.04M ﹤0.01% 1985
2024
Q3 		$56.1M Buy
2,903,525
+98,050
+3% +$1.8M ﹤0.01% 2127
2024
Q2 		$45.6M Buy
2,805,475
+313,486
+13% +$4.73M ﹤0.01% 2185
2024
Q1 		$35.2M Buy
2,491,989
+155,855
+7% +$1.96M ﹤0.01% 2322
2023
Q4 		$28.6M Buy
2,336,134
+55,946
+2% +$609K ﹤0.01% 2434
2023
Q3 		$23.2M Sell
2,280,188
-49,275
-2% -$502K ﹤0.01% 2490
2023
Q2 		$19.4M Sell
2,329,463
-20,442
-0.9% -$169K ﹤0.01% 2603
2023
Q1 		$21.4M Buy
2,349,905
+55,079
+2% +$550K ﹤0.01% 2558
2022
Q4 		$22.5M Buy
2,294,826
+525,920
+30% +$4.5M ﹤0.01% 2563
2022
Q3 		$11.2M Sell
1,768,906
-382,389
-18% -$2.71M ﹤0.01% 2908
2022
Q2 		$12.5M Buy
2,151,295
+354,619
+20% +$2.57M ﹤0.01% 2867
2022
Q1 		$17M Buy
1,796,676
+446,362
+33% +$4.76M ﹤0.01% 2862
2021
Q4 		$17.4M Buy
1,350,314
+287,895
+27% +$3.79M ﹤0.01% 2923
2021
Q3 		$14.1M Buy
+1,062,419
New +$14.1M ﹤0.01% 3053

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group's PWP Position: Q4 2025 in Review

Vanguard Group increased its Perella Weinberg Partners (PWP) stake by 6.9% in Q4 2025, buying an estimated $4.5M and bringing the position to 3,722,756 shares worth $64.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

Vanguard Group first reported a position in PWP in Q3 2021 and has held it in 18 quarters since. The position peaked at $75.4M in Q4 2024. 170 funds tracked by Wall St. Rank hold PWP as of Q4 2025.

  • Vanguard Group held 3,722,756 shares of Perella Weinberg Partners worth $64.4M as of Q4 2025.
  • Vanguard Group bought 241,363 Perella Weinberg Partners shares in Q4 2025, an estimated $4.5M.
  • Perella Weinberg Partners made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #2038 holding.
  • Vanguard Group first reported a position in Perella Weinberg Partners in Q3 2021 and has held it in 18 quarters since.
  • Vanguard Group's Perella Weinberg Partners position peaked at $75.4M in Q4 2024.
  • 170 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.