Vanguard Personalized Indexing Management
WMB icon

Vanguard Personalized Indexing Management’s Williams Companies WMB Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.4M Buy
193,122
+4,207
+2% +$310K 0.12% 130
2026
Q1 		$13.7M Buy
188,915
+13,060
+7% +$904K 0.13% 123
2025
Q4 		$10.6M Buy
175,855
+5,763
+3% +$348K 0.1% 158
2025
Q3 		$10.8M Buy
170,092
+295
+0.2% +$17.3K 0.11% 145
2025
Q2 		$10.7M Buy
169,797
+24,668
+17% +$1.46M 0.12% 144
2025
Q1 		$8.67M Buy
145,129
+6,689
+5% +$383K 0.13% 139
2024
Q4 		$7.49M Buy
138,440
+12,354
+10% +$666K 0.11% 147
2024
Q3 		$5.76M Buy
126,086
+20,274
+19% +$891K 0.09% 183
2024
Q2 		$4.5M Buy
105,812
+19,924
+23% +$799K 0.09% 196
2024
Q1 		$3.35M Buy
85,888
+8,501
+11% +$302K 0.07% 252
2023
Q4 		$2.7M Buy
77,387
+265
+0.3% +$9.3K 0.07% 267
2023
Q3 		$2.6M Sell
77,122
-9,715
-11% -$332K 0.08% 251
2023
Q2 		$2.83M Buy
86,837
+20,058
+30% +$602K 0.09% 222
2023
Q1 		$1.99M Buy
66,779
+8,315
+14% +$257K 0.07% 292
2022
Q4 		$1.92M Buy
58,464
+3,706
+7% +$121K 0.08% 269
2022
Q3 		$1.57M Buy
54,758
+7,094
+15% +$231K 0.07% 293
2022
Q2 		$1.49M Buy
47,664
+7,925
+20% +$274K 0.07% 285
2022
Q1 		$1.33M Buy
39,739
+18,768
+89% +$574K 0.06% 316
2021
Q4 		$546K Buy
20,971
+4,705
+29% +$130K 0.03% 674
2021
Q3 		$422K Sell
16,266
-4,758
-23% -$120K 0.04% 609
2021
Q2 		$558K Buy
21,024
+9,937
+90% +$254K 0.06% 433
2021
Q1 		$263K Buy
+11,087
New +$252K 0.04% 556

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Williams Companies (WMB) stake by 2.2% in Q2 2026, buying an estimated $310K and bringing the position to 193,122 shares worth $14.4M. The position accounts for 0.12% of the portfolio, ranked #130.

Vanguard Personalized Indexing Management first reported a position in WMB in Q1 2021 and has held it in 22 quarters since. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Vanguard Personalized Indexing Management held 193,122 shares of Williams Companies worth $14.4M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 4,207 Williams Companies shares in Q2 2026, an estimated $310K.
  • Williams Companies made up 0.12% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #130 holding.
  • Vanguard Personalized Indexing Management first reported a position in Williams Companies in Q1 2021 and has held it in 22 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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