Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s American States Water AWR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$551K Buy
6,664
+1,769
+36% +$137K ﹤0.01% 1334
2026
Q1 		$370K Buy
4,895
+582
+13% +$42.9K ﹤0.01% 1488
2025
Q4 		$313K Sell
4,313
-186
-4% -$13.7K ﹤0.01% 1502
2025
Q3 		$330K Sell
4,499
-391
-8% -$29.1K ﹤0.01% 1461
2025
Q2 		$375K Buy
4,890
+979
+25% +$76.8K ﹤0.01% 1337
2025
Q1 		$308K Buy
3,911
+66
+2% +$4.97K ﹤0.01% 1329
2024
Q4 		$299K Sell
3,845
-60
-2% -$5K ﹤0.01% 1335
2024
Q3 		$325K Buy
3,905
+621
+19% +$50.1K 0.01% 1306
2024
Q2 		$237K Sell
3,284
-404
-11% -$29.1K ﹤0.01% 1383
2024
Q1 		$266K Sell
3,688
-810
-18% -$60.4K 0.01% 1321
2023
Q4 		$362K Sell
4,498
-1,144
-20% -$91.5K 0.01% 1157
2023
Q3 		$444K Sell
5,642
-932
-14% -$79.4K 0.01% 928
2023
Q2 		$572K Sell
6,574
-94
-1% -$8.41K 0.02% 839
2023
Q1 		$593K Buy
6,668
+543
+9% +$49.6K 0.02% 784
2022
Q4 		$567K Sell
6,125
-484
-7% -$44.1K 0.02% 759
2022
Q3 		$515K Buy
6,609
+99
+2% +$8.4K 0.02% 777
2022
Q2 		$531K Buy
6,510
+2,753
+73% +$221K 0.02% 793
2022
Q1 		$334K Buy
3,757
+894
+31% +$79.7K 0.02% 965
2021
Q4 		$296K Buy
+2,863
New +$270K 0.02% 867

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Personalized Indexing Management's AWR Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its American States Water (AWR) stake by 36% in Q2 2026, buying an estimated $137K and bringing the position to 6,664 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Vanguard Personalized Indexing Management first reported a position in AWR in Q4 2021 and has held it in 19 quarters since. The position peaked at $593K in Q1 2023. 408 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Vanguard Personalized Indexing Management held 6,664 shares of American States Water worth $551K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,769 American States Water shares in Q2 2026, an estimated $137K.
  • American States Water made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1334 holding.
  • Vanguard Personalized Indexing Management first reported a position in American States Water in Q4 2021 and has held it in 19 quarters since.
  • Vanguard Personalized Indexing Management's American States Water position peaked at $593K in Q1 2023.
  • 408 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.