Vanguard Group
WHG icon

Vanguard Group’s Westwood Holdings Group WHG Stock Holding History

Vanguard Group’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
2025
Q4 		$6.86M Buy
398,354
+1,089
+0.3% +$18.3K ﹤0.01% 3137
2025
Q3 		$6.55M Buy
397,265
+11,223
+3% +$193K ﹤0.01% 3184
2025
Q2 		$6.02M Buy
386,042
+17,926
+5% +$280K ﹤0.01% 3142
2025
Q1 		$5.96M Sell
368,116
-7,041
-2% -$110K ﹤0.01% 3105
2024
Q4 		$5.44M Sell
375,157
-29,230
-7% -$449K ﹤0.01% 3235
2024
Q3 		$5.74M Hold
404,387
– – ﹤0.01% 3219
2024
Q2 		$4.93M Hold
404,387
– – ﹤0.01% 3267
2024
Q1 		$4.98M Hold
404,387
– – ﹤0.01% 3301
2023
Q4 		$5.08M Hold
404,387
– – ﹤0.01% 3282
2023
Q3 		$4.1M Buy
404,387
+302
+0.1% +$3.29K ﹤0.01% 3331
2023
Q2 		$5.01M Sell
404,085
-1,295
-0.3% -$15.9K ﹤0.01% 3298
2023
Q1 		$4.54M Buy
405,380
+24,281
+6% +$299K ﹤0.01% 3356
2022
Q4 		$4.24M Buy
381,099
+30,543
+9% +$322K ﹤0.01% 3386
2022
Q3 		$3.38M Hold
350,556
– – ﹤0.01% 3522
2022
Q2 		$4.84M Hold
350,556
– – ﹤0.01% 3393
2022
Q1 		$5.37M Sell
350,556
-5,087
-1% -$86.2K ﹤0.01% 3495
2021
Q4 		$6.02M Sell
355,643
-8,278
-2% -$146K ﹤0.01% 3504
2021
Q3 		$6.91M Buy
363,921
+25,232
+7% +$547K ﹤0.01% 3462
2021
Q2 		$7.37M Sell
338,689
-179,654
-35% -$3.41M ﹤0.01% 3373
2021
Q1 		$7.5M Buy
518,343
+4,109
+0.8% +$62.9K ﹤0.01% 3317
2020
Q4 		$7.46M Sell
514,234
-38,487
-7% -$464K ﹤0.01% 3149
2020
Q3 		$6.16M Sell
552,721
-3,522
-0.6% -$43.3K ﹤0.01% 3040
2020
Q2 		$8.76M Sell
556,243
-3,077
-0.6% -$58.5K ﹤0.01% 2843
2020
Q1 		$10.2M Buy
559,320
+101,345
+22% +$2.54M ﹤0.01% 2611
2019
Q4 		$13.6M Sell
457,975
-5,354
-1% -$159K ﹤0.01% 2709
2019
Q3 		$12.8M Sell
463,329
-103,893
-18% -$3.16M ﹤0.01% 2700
2019
Q2 		$20M Buy
567,222
+157,655
+38% +$5.06M ﹤0.01% 2510
2019
Q1 		$14.4M Buy
409,567
+32,127
+9% +$1.2M ﹤0.01% 2650
2018
Q4 		$12.8M Buy
377,440
+3,263
+0.9% +$134K ﹤0.01% 2650
2018
Q3 		$19.4M Buy
374,177
+1,246
+0.3% +$71.4K ﹤0.01% 2591
2018
Q2 		$22.2M Buy
372,931
+6,981
+2% +$407K ﹤0.01% 2522
2018
Q1 		$20.7M Sell
365,950
-2,173
-0.6% -$132K ﹤0.01% 2483
2017
Q4 		$24.4M Buy
368,123
+13,162
+4% +$874K ﹤0.01% 2416
2017
Q3 		$23.9M Buy
354,961
+20,037
+6% +$1.2M ﹤0.01% 2405
2017
Q2 		$19M Buy
334,924
+19,756
+6% +$1.09M ﹤0.01% 2475
2017
Q1 		$16.8M Buy
315,168
+32,243
+11% +$1.84M ﹤0.01% 2507
2016
Q4 		$17M Buy
282,925
+14,220
+5% +$805K ﹤0.01% 2491
2016
Q3 		$14.3M Buy
268,705
+6,716
+3% +$352K ﹤0.01% 2517
2016
Q2 		$13.6M Buy
261,989
+4,433
+2% +$253K ﹤0.01% 2496
2016
Q1 		$15.1M Buy
257,556
+17,494
+7% +$882K ﹤0.01% 2406
2015
Q4 		$12.5M Buy
240,062
+5,510
+2% +$310K ﹤0.01% 2517
2015
Q3 		$12.7M Buy
234,552
+9,565
+4% +$546K ﹤0.01% 2475
2015
Q2 		$13.4M Buy
224,987
+6,078
+3% +$359K ﹤0.01% 2528
2015
Q1 		$13.2M Sell
218,909
-49,769
-19% -$3.02M ﹤0.01% 2509
2014
Q4 		$16.6M Buy
268,678
+5,660
+2% +$344K ﹤0.01% 2315
2014
Q3 		$14.9M Buy
263,018
+10,827
+4% +$626K ﹤0.01% 2317
2014
Q2 		$15.1M Buy
252,191
+29,025
+13% +$1.7M ﹤0.01% 2323
2014
Q1 		$14M Buy
223,166
+59,482
+36% +$3.49M ﹤0.01% 2330
2013
Q4 		$10.1M Buy
163,684
+6,608
+4% +$360K ﹤0.01% 2456
2013
Q3 		$7.55M Buy
157,076
+1,459
+0.9% +$70.8K ﹤0.01% 2530
2013
Q2 		$6.68M Buy
+155,617
New +$6.73M ﹤0.01% 2512

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Settian Capital New York $143M AUM 13.68% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

Vanguard Group's WHG Position: Q4 2025 in Review

Vanguard Group increased its Westwood Holdings Group (WHG) stake by 0.27% in Q4 2025, buying an estimated $18.3K and bringing the position to 398,354 shares worth $6.86M. The position accounts for ﹤0.01% of the portfolio, ranked #3137.

Vanguard Group first reported a position in WHG in Q2 2013 and has held it in 51 quarters since. The position peaked at $24.4M in Q4 2017. 63 funds tracked by Wall St. Rank hold WHG as of Q4 2025.

  • Vanguard Group held 398,354 shares of Westwood Holdings Group worth $6.86M as of Q4 2025.
  • Vanguard Group bought 1,089 Westwood Holdings Group shares in Q4 2025, an estimated $18.3K.
  • Westwood Holdings Group made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3137 holding.
  • Vanguard Group first reported a position in Westwood Holdings Group in Q2 2013 and has held it in 51 quarters since.
  • Vanguard Group's Westwood Holdings Group position peaked at $24.4M in Q4 2017.
  • 63 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q4 2025.

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