Vanguard Personalized Indexing Management’s Cactus WHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$413K	Buy	8,727 +2,403	+38%	+$126K	﹤0.01%	1422
2025 Q4	$289K	Buy	6,324 +734	+13%	+$30.7K	﹤0.01%	1543
2025 Q3	$221K	Sell	5,590 -539	-9%	-$22.7K	﹤0.01%	1646
2025 Q2	$268K	Buy	6,129 +1,046	+21%	+$43.7K	﹤0.01%	1498
2025 Q1	$233K	Buy	5,083 +743	+17%	+$41.2K	﹤0.01%	1451
2024 Q4	$253K	Buy	4,340 +268	+7%	+$16.8K	﹤0.01%	1415
2024 Q3	$243K	Buy	+4,072	New	+$237K	﹤0.01%	1440
2023 Q4	–	Sell	-4,721	Closed	-$237K	–	1636
2023 Q3	$237K	Buy	+4,721	New	+$237K	0.01%	1221
2023 Q1	–	Sell	-4,345	Closed	-$218K	–	1507
2022 Q4	$218K	Buy	+4,345	New	+$218K	0.01%	1111

Other funds holding WHD

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Cactus (WHD) stake by 38% in Q1 2026, buying an estimated $126K and bringing the position to 8,727 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Vanguard Personalized Indexing Management first reported a position in WHD in Q4 2022 and has held it in 9 quarters since. 323 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

Vanguard Personalized Indexing Management held 8,727 shares of Cactus worth $413K as of Q1 2026.
Vanguard Personalized Indexing Management bought 2,403 Cactus shares in Q1 2026, an estimated $126K.
Cactus made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1422 holding.
Vanguard Personalized Indexing Management first reported a position in Cactus in Q4 2022 and has held it in 9 quarters since.
323 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

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