Vanguard Personalized Indexing Management
WBS

Vanguard Personalized Indexing Management’s Webster Financial WBS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.96M Sell
25,667
-440
-2% -$32K 0.02% 646
2026
Q1 		$1.81M Sell
26,107
-248
-0.9% -$17K 0.02% 642
2025
Q4 		$1.66M Buy
26,355
+598
+2% +$35.5K 0.02% 677
2025
Q3 		$1.53M Buy
25,757
+370
+1% +$22K 0.02% 701
2025
Q2 		$1.39M Sell
25,387
-221
-0.9% -$11K 0.02% 709
2025
Q1 		$1.32M Buy
25,608
+3,009
+13% +$167K 0.02% 656
2024
Q4 		$1.25M Buy
22,599
+2,889
+15% +$159K 0.02% 673
2024
Q3 		$919K Buy
19,710
+2,085
+12% +$95.7K 0.01% 805
2024
Q2 		$742K Buy
17,625
+1,490
+9% +$66.3K 0.01% 821
2024
Q1 		$819K Sell
16,135
-8,376
-34% -$410K 0.02% 760
2023
Q4 		$1.24M Buy
24,511
+16,124
+192% +$697K 0.03% 525
2023
Q3 		$338K Sell
8,387
-1,359
-14% -$57.8K 0.01% 1066
2023
Q2 		$368K Sell
9,746
-14,844
-60% -$548K 0.01% 1032
2023
Q1 		$969K Buy
24,590
+5,650
+30% +$271K 0.03% 549
2022
Q4 		$897K Buy
18,940
+4,711
+33% +$236K 0.04% 555
2022
Q3 		$643K Buy
14,229
+4,792
+51% +$222K 0.03% 681
2022
Q2 		$398K Buy
9,437
+2,960
+46% +$143K 0.02% 895
2022
Q1 		$363K Buy
+6,477
New +$385K 0.02% 946

Other funds holding WBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Webster Financial (WBS) stake by 1.7% in Q2 2026, selling an estimated $32K and leaving 25,667 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #646.

Vanguard Personalized Indexing Management first reported a position in WBS in Q1 2022 and has held it in 18 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Vanguard Personalized Indexing Management held 25,667 shares of Webster Financial worth $1.96M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 440 Webster Financial shares in Q2 2026, an estimated $32K.
  • Webster Financial made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #646 holding.
  • Vanguard Personalized Indexing Management first reported a position in Webster Financial in Q1 2022 and has held it in 18 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

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