Vanguard Personalized Indexing Management
WEX icon

Vanguard Personalized Indexing Management’s WEX WEX Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$234K Sell
1,657
-954
-37% -$141K ﹤0.01% 1829
2026
Q1 		$400K Buy
2,611
+100
+4% +$15.6K ﹤0.01% 1441
2025
Q4 		$374K Sell
2,511
-47
-2% -$7.08K ﹤0.01% 1406
2025
Q3 		$403K Buy
2,558
+74
+3% +$12.2K ﹤0.01% 1343
2025
Q2 		$365K Sell
2,484
-27
-1% -$3.63K ﹤0.01% 1355
2025
Q1 		$394K Sell
2,511
-1,274
-34% -$210K 0.01% 1222
2024
Q4 		$663K Sell
3,785
-648
-15% -$122K 0.01% 975
2024
Q3 		$930K Buy
4,433
+881
+25% +$164K 0.02% 798
2024
Q2 		$629K Sell
3,552
-465
-12% -$94.8K 0.01% 928
2024
Q1 		$954K Buy
4,017
+1,488
+59% +$320K 0.02% 682
2023
Q4 		$492K Sell
2,529
-1,685
-40% -$306K 0.01% 1009
2023
Q3 		$793K Sell
4,214
-27
-0.6% -$5.21K 0.02% 678
2023
Q2 		$772K Sell
4,241
-505
-11% -$89.4K 0.02% 694
2023
Q1 		$873K Buy
4,746
+2,384
+101% +$434K 0.03% 595
2022
Q4 		$387K Sell
2,362
-2,210
-48% -$344K 0.02% 884
2022
Q3 		$580K Sell
4,572
-736
-14% -$116K 0.03% 728
2022
Q2 		$826K Buy
5,308
+2,166
+69% +$355K 0.04% 559
2022
Q1 		$561K Buy
3,142
+1,680
+115% +$274K 0.03% 782
2021
Q4 		$205K Sell
1,462
-1,559
-52% -$238K 0.01% 992
2021
Q3 		$532K Buy
3,021
+1,445
+92% +$263K 0.05% 477
2021
Q2 		$306K Buy
1,576
+428
+37% +$87.8K 0.03% 724
2021
Q1 		$240K Buy
1,148
+78
+7% +$16.5K 0.04% 602
2020
Q4 		$218K Buy
+1,070
New +$180K 0.05% 476

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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

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

Vanguard Personalized Indexing Management reduced its WEX (WEX) stake by 37% in Q2 2026, selling an estimated $141K and leaving 1,657 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Vanguard Personalized Indexing Management first reported a position in WEX in Q4 2020 and has held it in 23 quarters since. The position peaked at $954K in Q1 2024. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Vanguard Personalized Indexing Management held 1,657 shares of WEX worth $234K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 954 WEX shares in Q2 2026, an estimated $141K.
  • WEX made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1829 holding.
  • Vanguard Personalized Indexing Management first reported a position in WEX in Q4 2020 and has held it in 23 quarters since.
  • Vanguard Personalized Indexing Management's WEX position peaked at $954K in Q1 2024.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

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