VPIM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Personalized Indexing Management's WSFS Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its WSFS Financial (WSFS) stake by 12% in Q1 2026, buying an estimated $49.9K and bringing the position to 7,436 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Vanguard Personalized Indexing Management first reported a position in WSFS in Q1 2025 and has held it in 5 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Vanguard Personalized Indexing Management held 7,436 shares of WSFS Financial worth $487K as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 791 WSFS Financial shares in Q1 2026, an estimated $49.9K.
  • WSFS Financial made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1331 holding.
  • Vanguard Personalized Indexing Management first reported a position in WSFS Financial in Q1 2025 and has held it in 5 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.