Vanguard Personalized Indexing Management’s Wheaton Precious Metals WPM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.05M	Buy	27,139 +51	+0.2%	+$6.63K	0.03%	497
2026 Q1	$3.55M	Sell	27,088 -17	-0.1%	-$2.36K	0.03%	407
2025 Q4	$3.19M	Buy	27,105 +86	+0.3%	+$9.21K	0.03%	441
2025 Q3	$3.02M	Buy	27,019 +1,180	+5%	+$115K	0.03%	446
2025 Q2	$2.32M	Buy	25,839 +4,245	+20%	+$357K	0.03%	515
2025 Q1	$1.68M	Buy	21,594 +4,555	+27%	+$304K	0.02%	552
2024 Q4	$958K	Buy	17,039 +902	+6%	+$55.9K	0.01%	787
2024 Q3	$986K	Buy	16,137 +763	+5%	+$45.4K	0.02%	773
2024 Q2	$792K	Buy	15,374 +1,358	+10%	+$72.6K	0.02%	789
2024 Q1	$661K	Buy	14,016 +1,441	+11%	+$65.1K	0.01%	869
2023 Q4	$620K	Buy	12,575 +3,646	+41%	+$165K	0.02%	885
2023 Q3	$362K	Sell	8,929 -1,000	-10%	-$43.1K	0.01%	1041
2023 Q2	$429K	Buy	9,929 +636	+7%	+$30.2K	0.01%	957
2023 Q1	$448K	Buy	9,293 +831	+10%	+$36.3K	0.02%	928
2022 Q4	$331K	Sell	8,462 -4,872	-37%	-$176K	0.01%	946
2022 Q3	$431K	Buy	13,334 +3,319	+33%	+$109K	0.02%	840
2022 Q2	$361K	Buy	10,015 +3,937	+65%	+$171K	0.02%	923
2022 Q1	$289K	Buy	+6,078	New	+$264K	0.01%	1006
2021 Q2	–	Sell	-5,938	Closed	-$227K	–	995
2021 Q1	$227K	Sell	5,938 -59	-1%	-$2.34K	0.03%	622
2020 Q4	$250K	Sell	5,997 -358	-6%	-$16K	0.05%	437
2020 Q3	$312K	Buy	6,355 +387	+6%	+$19.7K	0.09%	277
2020 Q2	$263K	Buy	+5,968	New	+$235K	0.12%	223

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Wheaton Precious Metals (WPM) stake by 0.19% in Q2 2026, buying an estimated $6.63K and bringing the position to 27,139 shares worth $3.05M. The position accounts for 0.03% of the portfolio, ranked #497.

Vanguard Personalized Indexing Management first reported a position in WPM in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.55M in Q1 2026. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Vanguard Personalized Indexing Management held 27,139 shares of Wheaton Precious Metals worth $3.05M as of Q2 2026.
Vanguard Personalized Indexing Management bought 51 Wheaton Precious Metals shares in Q2 2026, an estimated $6.63K.
Wheaton Precious Metals made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #497 holding.
Vanguard Personalized Indexing Management first reported a position in Wheaton Precious Metals in Q2 2020 and has held it in 22 quarters since.
Vanguard Personalized Indexing Management's Wheaton Precious Metals position peaked at $3.55M in Q1 2026.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

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