Vanguard Personalized Indexing Management’s Warner Music WMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$236K	Buy	8,704 +83	+1%	+$2.47K	﹤0.01%	1827
2026 Q1	$220K	Buy	8,621 +840	+11%	+$23.8K	﹤0.01%	1769
2025 Q4	$239K	Sell	7,781 -1,103	-12%	-$33.7K	﹤0.01%	1643
2025 Q3	$303K	Buy	8,884 +1,177	+15%	+$37.5K	﹤0.01%	1501
2025 Q2	$210K	Sell	7,707 -1,927	-20%	-$53.8K	﹤0.01%	1610
2025 Q1	$302K	Buy	9,634 +2,730	+40%	+$88.7K	﹤0.01%	1337
2024 Q4	$214K	Buy	+6,904	New	+$221K	﹤0.01%	1499
2024 Q1	–	Sell	-5,798	Closed	-$208K	–	1667
2023 Q4	$208K	Sell	5,798 -5,640	-49%	-$186K	0.01%	1402
2023 Q3	$359K	Buy	11,438 +248	+2%	+$7.77K	0.01%	1045
2023 Q2	$292K	Sell	11,190 -4,346	-28%	-$120K	0.01%	1147
2023 Q1	$518K	Buy	15,536 +188	+1%	+$6.33K	0.02%	853
2022 Q4	$537K	Buy	+15,348	New	+$447K	0.02%	779
2022 Q1	–	Sell	-5,228	Closed	-$226K	–	1240
2021 Q4	$226K	Buy	+5,228	New	+$235K	0.01%	958

Other funds holding WMG

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Warner Music (WMG) stake by 0.96% in Q2 2026, buying an estimated $2.47K and bringing the position to 8,704 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Vanguard Personalized Indexing Management first reported a position in WMG in Q4 2021 and has held it in 13 quarters since. The position peaked at $537K in Q4 2022. 337 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

Vanguard Personalized Indexing Management held 8,704 shares of Warner Music worth $236K as of Q2 2026.
Vanguard Personalized Indexing Management bought 83 Warner Music shares in Q2 2026, an estimated $2.47K.
Warner Music made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1827 holding.
Vanguard Personalized Indexing Management first reported a position in Warner Music in Q4 2021 and has held it in 13 quarters since.
Vanguard Personalized Indexing Management's Warner Music position peaked at $537K in Q4 2022.
337 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

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