Vanguard Personalized Indexing Management
NWG icon

Vanguard Personalized Indexing Management’s NatWest NWG Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio NWG Stock Details NWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.1M Buy
176,114
+2,098
+1% +$33.7K 0.03% 490
2026
Q1 		$2.59M Sell
174,016
-19,692
-10% -$327K 0.03% 507
2025
Q4 		$3.39M Buy
193,708
+14,449
+8% +$229K 0.03% 422
2025
Q3 		$2.54M Buy
179,259
+7,394
+4% +$104K 0.03% 507
2025
Q2 		$2.43M Buy
171,865
+25,300
+17% +$334K 0.03% 497
2025
Q1 		$1.75M Buy
146,565
+16,306
+13% +$183K 0.03% 542
2024
Q4 		$1.32M Buy
130,259
+26,575
+26% +$263K 0.02% 642
2024
Q3 		$970K Buy
103,684
+19,028
+22% +$169K 0.02% 781
2024
Q2 		$637K Buy
84,656
+18,287
+28% +$142K 0.01% 920
2024
Q1 		$451K Buy
66,369
+14,819
+29% +$87.9K 0.01% 1072
2023
Q4 		$290K Sell
51,550
-2,521
-5% -$13.4K 0.01% 1242
2023
Q3 		$315K Buy
54,071
+5,357
+11% +$32.4K 0.01% 1104
2023
Q2 		$298K Buy
48,714
+5,505
+13% +$36.2K 0.01% 1132
2023
Q1 		$285K Buy
43,209
+2,784
+7% +$19.7K 0.01% 1138
2022
Q4 		$261K Sell
40,425
-28,100
-41% -$165K 0.01% 1028
2022
Q3 		$342K Sell
68,525
-11,342
-14% -$69.8K 0.02% 915
2022
Q2 		$469K Buy
79,867
+40,783
+104% +$244K 0.02% 846
2022
Q1 		$239K Buy
39,084
+10,789
+38% +$72.8K 0.01% 1059
2021
Q4 		$186K Buy
28,295
+1,291
+5% +$8.38K 0.01% 1006
2021
Q3 		$177K Buy
+27,004
New +$168K 0.02% 936
2021
Q2 		– Sell
-16,382
Closed -$95K – 963
2021
Q1 		$95K Sell
16,382
-2,440
-13% -$12.6K 0.01% 715
2020
Q4 		$92K Sell
18,822
-35
-0.2% -$140 0.02% 546
2020
Q3 		$55K Sell
18,857
-3,354
-15% -$10.4K 0.02% 459
2020
Q2 		$73K Buy
22,211
+6,294
+40% +$19.6K 0.03% 333
2020
Q1 		$47K Buy
+15,917
New +$83.8K 0.03% 262

Other funds holding NWG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 NWG Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its NatWest (NWG) stake by 1.2% in Q2 2026, buying an estimated $33.7K and bringing the position to 176,114 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #490.

Vanguard Personalized Indexing Management first reported a position in NWG in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.39M in Q4 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Vanguard Personalized Indexing Management held 176,114 shares of NatWest worth $3.1M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 2,098 NatWest shares in Q2 2026, an estimated $33.7K.
  • NatWest made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #490 holding.
  • Vanguard Personalized Indexing Management first reported a position in NatWest in Q1 2020 and has held it in 25 quarters since.
  • Vanguard Personalized Indexing Management's NatWest position peaked at $3.39M in Q4 2025.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

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