Vanguard Personalized Indexing Management
WSFS icon

Vanguard Personalized Indexing Management’s WSFS Financial WSFS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$639K Buy
8,330
+894
+12% +$64.1K 0.01% 1255
2026
Q1 		$487K Buy
7,436
+791
+12% +$49.9K ﹤0.01% 1331
2025
Q4 		$367K Buy
6,645
+1,145
+21% +$62.7K ﹤0.01% 1416
2025
Q3 		$297K Buy
5,500
+1,031
+23% +$58.2K ﹤0.01% 1508
2025
Q2 		$247K Sell
4,469
-347
-7% -$18K ﹤0.01% 1533
2025
Q1 		$250K Buy
+4,816
New +$259K ﹤0.01% 1425

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its WSFS Financial (WSFS) stake by 12% in Q2 2026, buying an estimated $64.1K and bringing the position to 8,330 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #1255.

Vanguard Personalized Indexing Management first reported a position in WSFS in Q1 2025 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Vanguard Personalized Indexing Management held 8,330 shares of WSFS Financial worth $639K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 894 WSFS Financial shares in Q2 2026, an estimated $64.1K.
  • WSFS Financial made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1255 holding.
  • Vanguard Personalized Indexing Management first reported a position in WSFS Financial in Q1 2025 and has held it in 6 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

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