Vanguard Personalized Indexing Management
WELL icon

Vanguard Personalized Indexing Management’s Welltower WELL Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21M Buy
92,710
+1,339
+1% +$283K 0.17% 82
2026
Q1 		$18.1M Buy
91,371
+7,134
+8% +$1.41M 0.18% 87
2025
Q4 		$15.6M Buy
84,237
+6,384
+8% +$1.19M 0.15% 100
2025
Q3 		$13.9M Buy
77,853
+1,965
+3% +$323K 0.14% 109
2025
Q2 		$11.7M Buy
75,888
+10,269
+16% +$1.53M 0.13% 130
2025
Q1 		$10.1M Buy
65,619
+6,636
+11% +$946K 0.15% 115
2024
Q4 		$7.43M Buy
58,983
+2,356
+4% +$309K 0.11% 148
2024
Q3 		$7.25M Buy
56,627
+5,632
+11% +$657K 0.12% 141
2024
Q2 		$5.29M Buy
50,995
+5,118
+11% +$502K 0.1% 157
2024
Q1 		$4.29M Buy
45,877
+5,164
+13% +$468K 0.09% 198
2023
Q4 		$3.67M Buy
40,713
+2,821
+7% +$245K 0.09% 198
2023
Q3 		$3.1M Buy
37,892
+2,941
+8% +$242K 0.09% 208
2023
Q2 		$2.83M Buy
34,951
+3,352
+11% +$258K 0.09% 223
2023
Q1 		$2.27M Buy
31,599
+3,001
+10% +$218K 0.08% 250
2022
Q4 		$1.87M Buy
28,598
+3,396
+13% +$218K 0.08% 273
2022
Q3 		$1.62M Sell
25,202
-414
-2% -$32.4K 0.07% 282
2022
Q2 		$2.11M Buy
25,616
+4,216
+20% +$375K 0.1% 199
2022
Q1 		$2.06M Buy
21,400
+5,970
+39% +$519K 0.1% 186
2021
Q4 		$1.32M Buy
15,430
+2,531
+20% +$211K 0.08% 279
2021
Q3 		$1.06M Buy
12,899
+1,583
+14% +$136K 0.1% 211
2021
Q2 		$940K Buy
11,316
+3,668
+48% +$281K 0.1% 219
2021
Q1 		$548K Buy
7,648
+3,340
+78% +$224K 0.08% 295
2020
Q4 		$278K Buy
4,308
+333
+8% +$20.2K 0.06% 398
2020
Q3 		$219K Buy
+3,975
New +$218K 0.06% 376

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Welltower (WELL) stake by 1.5% in Q2 2026, buying an estimated $283K and bringing the position to 92,710 shares worth $21M. The position accounts for 0.17% of the portfolio, ranked #82.

Vanguard Personalized Indexing Management first reported a position in WELL in Q3 2020 and has held it in 24 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Vanguard Personalized Indexing Management held 92,710 shares of Welltower worth $21M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,339 Welltower shares in Q2 2026, an estimated $283K.
  • Welltower made up 0.17% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #82 holding.
  • Vanguard Personalized Indexing Management first reported a position in Welltower in Q3 2020 and has held it in 24 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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