Vanguard Personalized Indexing Management
WK icon

Vanguard Personalized Indexing Management’s Workiva WK Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$411K Buy
8,471
+3,009
+55% +$155K ﹤0.01% 1523
2026
Q1 		$326K Buy
5,462
+1,094
+25% +$76.3K ﹤0.01% 1566
2025
Q4 		$377K Buy
4,368
+416
+11% +$36.8K ﹤0.01% 1401
2025
Q3 		$340K Buy
+3,952
New +$297K ﹤0.01% 1444
2025
Q2 		– Sell
-3,804
Closed -$289K – 2037
2025
Q1 		$289K Buy
3,804
+48
+1% +$4.53K ﹤0.01% 1354
2024
Q4 		$411K Sell
3,756
-35
-0.9% -$3.23K 0.01% 1203
2024
Q3 		$300K Sell
3,791
-587
-13% -$44.1K ﹤0.01% 1346
2024
Q2 		$320K Buy
4,378
+830
+23% +$65.3K 0.01% 1244
2024
Q1 		$301K Buy
3,548
+152
+4% +$13.7K 0.01% 1260
2023
Q4 		$345K Sell
3,396
-417
-11% -$40.2K 0.01% 1170
2023
Q3 		$386K Buy
3,813
+296
+8% +$30.8K 0.01% 1010
2023
Q2 		$358K Buy
3,517
+263
+8% +$25.3K 0.01% 1039
2023
Q1 		$333K Buy
3,254
+269
+9% +$24.4K 0.01% 1070
2022
Q4 		$251K Buy
+2,985
New +$231K 0.01% 1041

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Workiva (WK) stake by 55% in Q2 2026, buying an estimated $155K and bringing the position to 8,471 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Vanguard Personalized Indexing Management first reported a position in WK in Q4 2022 and has held it in 14 quarters since. The position peaked at $411K in Q4 2024. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Vanguard Personalized Indexing Management held 8,471 shares of Workiva worth $411K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 3,009 Workiva shares in Q2 2026, an estimated $155K.
  • Workiva made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1523 holding.
  • Vanguard Personalized Indexing Management first reported a position in Workiva in Q4 2022 and has held it in 14 quarters since.
  • Vanguard Personalized Indexing Management's Workiva position peaked at $411K in Q4 2024.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

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