Vanguard Personalized Indexing Management’s Wells Fargo WFC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.5M	Sell	395,478 -17,033	-4%	-$1.46M	0.31%	46
2025 Q4	$38.4M	Buy	412,511 +17,302	+4%	+$1.5M	0.38%	35
2025 Q3	$33.1M	Buy	395,209 +8,795	+2%	+$713K	0.34%	36
2025 Q2	$31M	Buy	386,414 +61,496	+19%	+$4.43M	0.35%	37
2025 Q1	$23.3M	Buy	324,918 +15,806	+5%	+$1.19M	0.34%	38
2024 Q4	$21.7M	Buy	309,112 +35,621	+13%	+$2.43M	0.33%	38
2024 Q3	$15.4M	Buy	273,491 +12,244	+5%	+$692K	0.25%	58
2024 Q2	$15.5M	Buy	261,247 +34,766	+15%	+$2.05M	0.3%	47
2024 Q1	$13.1M	Buy	226,481 +37,921	+20%	+$1.98M	0.28%	55
2023 Q4	$9.28M	Sell	188,560 -9,386	-5%	-$405K	0.24%	65
2023 Q3	$8.09M	Buy	197,946 +22,568	+13%	+$974K	0.24%	64
2023 Q2	$7.49M	Buy	175,378 +22,087	+14%	+$889K	0.23%	70
2023 Q1	$5.73M	Buy	153,291 +11,239	+8%	+$490K	0.2%	91
2022 Q4	$5.87M	Sell	142,052 -13,010	-8%	-$576K	0.24%	70
2022 Q3	$6.24M	Buy	155,062 +6,984	+5%	+$300K	0.28%	57
2022 Q2	$5.8M	Buy	148,078 +21,310	+17%	+$935K	0.27%	61
2022 Q1	$6.14M	Buy	126,768 +30,207	+31%	+$1.62M	0.3%	53
2021 Q4	$4.63M	Buy	96,561 +20,115	+26%	+$990K	0.27%	61
2021 Q3	$3.55M	Buy	76,446 +18,059	+31%	+$836K	0.32%	49
2021 Q2	$2.64M	Buy	58,387 +21,929	+60%	+$979K	0.28%	62
2021 Q1	$1.42M	Buy	36,458 +22,556	+162%	+$799K	0.22%	94
2020 Q4	$420K	Buy	13,902 +2,738	+25%	+$70.9K	0.09%	256
2020 Q3	$262K	Buy	11,164 +569	+5%	+$14K	0.07%	331
2020 Q2	$271K	Buy	10,595 +2,274	+27%	+$62.2K	0.12%	213
2020 Q1	$239K	Buy	+8,321	New	+$354K	0.14%	192

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Wells Fargo (WFC) stake by 4.1% in Q1 2026, selling an estimated $1.46M and leaving 395,478 shares worth $31.5M. The position accounts for 0.31% of the portfolio, ranked #46.

Vanguard Personalized Indexing Management first reported a position in WFC in Q1 2020 and has held it in 25 quarters since. The position peaked at $38.4M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Vanguard Personalized Indexing Management held 395,478 shares of Wells Fargo worth $31.5M as of Q1 2026.
Vanguard Personalized Indexing Management sold 17,033 Wells Fargo shares in Q1 2026, an estimated $1.46M.
Wells Fargo made up 0.31% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #46 holding.
Vanguard Personalized Indexing Management first reported a position in Wells Fargo in Q1 2020 and has held it in 25 quarters since.
Vanguard Personalized Indexing Management's Wells Fargo position peaked at $38.4M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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