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Vanguard Personalized Indexing Management’s HCW Biologics HCWB Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio HCWB Stock Details HCWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-68
Closed -$4.59K – 1984
2025
Q1 		$4.59K Buy
+68
New +$5.98K ﹤0.01% 1835

Other funds holding HCWB

GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Vanguard Personalized Indexing Management's HCWB Position: Q2 2025 in Review

Vanguard Personalized Indexing Management sold out of HCW Biologics (HCWB) in Q2 2025, closing a stake of 68 shares — an estimated $4.59K sold.

Vanguard Personalized Indexing Management first reported a position in HCWB in Q1 2025 and held it in 1 quarter. The position peaked at $4.59K in Q1 2025. 8 funds tracked by Wall St. Rank hold HCWB as of Q2 2025.

  • Vanguard Personalized Indexing Management reported no remaining HCW Biologics position as of Q2 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 68 HCW Biologics shares in Q2 2025, an estimated $4.59K.
  • Vanguard Personalized Indexing Management first reported a position in HCW Biologics in Q1 2025 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's HCW Biologics position peaked at $4.59K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held HCW Biologics as of Q2 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2025, filed 25 Jul 2025.