VPIM
WKHS icon

Vanguard Personalized Indexing Management’s Workhorse Group WKHS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-274
Closed -$28.7K – 1912
2024
Q4 		$28.7K Buy
274
+140
+104% +$19.1K ﹤0.01% 1742
2024
Q3 		$17.5K Buy
+134
New +$22.7K ﹤0.01% 1739
2024
Q2 		– Sell
-48
Closed -$33.6K – 1757
2024
Q1 		$33.6K Buy
48
+27
+129% +$23.3K ﹤0.01% 1588
2023
Q4 		$22.7K Buy
21
+10
+91% +$12K ﹤0.01% 1544
2023
Q3 		$13.5K Buy
11
+5
+83% +$12.9K ﹤0.01% 1471
2023
Q2 		$16.2K Buy
+6
New +$17.3K ﹤0.01% 1457

Other funds holding WKHS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Vanguard Personalized Indexing Management's WKHS Position: Q1 2025 in Review

Vanguard Personalized Indexing Management sold out of Workhorse Group (WKHS) in Q1 2025, closing a stake of 274 shares — an estimated $28.7K sold.

Vanguard Personalized Indexing Management first reported a position in WKHS in Q2 2023 and held it in 6 quarters. The position peaked at $33.6K in Q1 2024. 33 funds tracked by Wall St. Rank hold WKHS as of Q1 2025.

  • Vanguard Personalized Indexing Management reported no remaining Workhorse Group position as of Q1 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 274 Workhorse Group shares in Q1 2025, an estimated $28.7K.
  • Vanguard Personalized Indexing Management first reported a position in Workhorse Group in Q2 2023 and held it in 6 quarters.
  • Vanguard Personalized Indexing Management's Workhorse Group position peaked at $33.6K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2025, filed 14 May 2025.