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Vanguard Personalized Indexing Management’s WaFd WAFD Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,040
Closed -$333K – 1533
2023
Q1 		$333K Buy
+11,040
New +$373K 0.01% 1071

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Personalized Indexing Management's WAFD Position: Q2 2023 in Review

Vanguard Personalized Indexing Management sold out of WaFd (WAFD) in Q2 2023, closing a stake of 11,040 shares — an estimated $333K sold.

Vanguard Personalized Indexing Management first reported a position in WAFD in Q1 2023 and held it in 1 quarter. The position peaked at $333K in Q1 2023. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

  • Vanguard Personalized Indexing Management reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 11,040 WaFd shares in Q2 2023, an estimated $333K.
  • Vanguard Personalized Indexing Management first reported a position in WaFd in Q1 2023 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's WaFd position peaked at $333K in Q1 2023.
  • 218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2023, filed 28 Jul 2023.