VPIM
WD icon

Vanguard Personalized Indexing Management’s Walker & Dunlop WD Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,164
Closed -$348K – 2081
2025
Q3 		$348K Buy
4,164
+1,259
+43% +$101K ﹤0.01% 1429
2025
Q2 		$205K Buy
2,905
+459
+19% +$33.2K ﹤0.01% 1621
2025
Q1 		$209K Buy
2,446
+372
+18% +$33.3K ﹤0.01% 1508
2024
Q4 		$202K Sell
2,074
-57
-3% -$6.17K ﹤0.01% 1526
2024
Q3 		$242K Buy
+2,131
New +$223K ﹤0.01% 1444
2024
Q2 		– Sell
-2,062
Closed -$208K – 1755
2024
Q1 		$208K Buy
+2,062
New +$198K ﹤0.01% 1425

Other funds holding WD

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return