VPIM
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Vanguard Personalized Indexing Management’s Waters Corp WAT Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.36M Buy
11,268
+2,976
+36% +$1.02M 0.03% 432
2025
Q4 		$3.15M Buy
8,292
+424
+5% +$156K 0.03% 445
2025
Q3 		$2.36M Sell
7,868
-1,609
-17% -$486K 0.02% 533
2025
Q2 		$3.31M Buy
9,477
+1,368
+17% +$470K 0.04% 404
2025
Q1 		$2.99M Buy
8,109
+686
+9% +$266K 0.04% 364
2024
Q4 		$2.75M Buy
7,423
+1,267
+21% +$463K 0.04% 375
2024
Q3 		$2.22M Buy
6,156
+953
+18% +$310K 0.04% 439
2024
Q2 		$1.5M Sell
5,203
-20
-0.4% -$6.38K 0.03% 509
2024
Q1 		$1.8M Buy
5,223
+924
+21% +$304K 0.04% 423
2023
Q4 		$1.42M Buy
4,299
+357
+9% +$98.6K 0.04% 473
2023
Q3 		$1.08M Buy
3,942
+321
+9% +$88.7K 0.03% 523
2023
Q2 		$965K Buy
3,621
+104
+3% +$28.9K 0.03% 584
2023
Q1 		$1.09M Sell
3,517
-36
-1% -$11.6K 0.04% 487
2022
Q4 		$1.22M Sell
3,553
-808
-19% -$256K 0.05% 435
2022
Q3 		$1.18M Sell
4,361
-189
-4% -$60.3K 0.05% 410
2022
Q2 		$1.51M Buy
4,550
+1,885
+71% +$598K 0.07% 280
2022
Q1 		$827K Buy
2,665
+573
+27% +$186K 0.04% 564
2021
Q4 		$779K Buy
2,092
+254
+14% +$88.8K 0.05% 515
2021
Q3 		$657K Buy
1,838
+228
+14% +$89.3K 0.06% 385
2021
Q2 		$556K Buy
1,610
+557
+53% +$176K 0.06% 435
2021
Q1 		$299K Buy
1,053
+110
+12% +$30K 0.05% 505
2020
Q4 		$233K Buy
+943
New +$214K 0.05% 459

Other funds holding WAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Personalized Indexing Management's WAT Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Waters Corp (WAT) stake by 36% in Q1 2026, buying an estimated $1.02M and bringing the position to 11,268 shares worth $3.36M. The position accounts for 0.03% of the portfolio, ranked #432.

Vanguard Personalized Indexing Management first reported a position in WAT in Q4 2020 and has held it in 22 quarters since. 1,170 funds tracked by Wall St. Rank hold WAT as of Q1 2026.

  • Vanguard Personalized Indexing Management held 11,268 shares of Waters Corp worth $3.36M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 2,976 Waters Corp shares in Q1 2026, an estimated $1.02M.
  • Waters Corp made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #432 holding.
  • Vanguard Personalized Indexing Management first reported a position in Waters Corp in Q4 2020 and has held it in 22 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Waters Corp as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.