Vanguard Personalized Indexing Management
WSM icon

Vanguard Personalized Indexing Management’s Williams-Sonoma WSM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.66M Sell
28,581
-3,431
-11% -$680K 0.05% 285
2026
Q1 		$5.84M Buy
32,012
+2,758
+9% +$551K 0.06% 279
2025
Q4 		$5.22M Sell
29,254
-61
-0.2% -$11.4K 0.05% 300
2025
Q3 		$5.73M Sell
29,315
-58
-0.2% -$11.1K 0.06% 280
2025
Q2 		$4.8M Sell
29,373
-880
-3% -$138K 0.05% 304
2025
Q1 		$4.78M Buy
30,253
+1,254
+4% +$242K 0.07% 248
2024
Q4 		$5.37M Buy
28,999
+849
+3% +$135K 0.08% 208
2024
Q3 		$4.36M Sell
28,150
-896
-3% -$129K 0.07% 251
2024
Q2 		$4.1M Buy
29,046
+4,692
+19% +$699K 0.08% 221
2024
Q1 		$3.87M Sell
24,354
-1,058
-4% -$123K 0.08% 217
2023
Q4 		$2.56M Buy
25,412
+3,316
+15% +$287K 0.07% 283
2023
Q3 		$1.72M Sell
22,096
-1,156
-5% -$79.6K 0.05% 356
2023
Q2 		$1.45M Buy
23,252
+1,428
+7% +$85.1K 0.04% 412
2023
Q1 		$1.33M Buy
21,824
+10,682
+96% +$667K 0.05% 410
2022
Q4 		$640K Sell
11,142
-4,332
-28% -$260K 0.03% 704
2022
Q3 		$912K Buy
15,474
+6,510
+73% +$462K 0.04% 517
2022
Q2 		$497K Buy
8,964
+958
+12% +$62K 0.02% 825
2022
Q1 		$580K Sell
8,006
-1,606
-17% -$122K 0.03% 763
2021
Q4 		$813K Buy
9,612
+1,756
+22% +$164K 0.05% 497
2021
Q3 		$697K Buy
7,856
+4,376
+126% +$370K 0.06% 350
2021
Q2 		$278K Buy
3,480
+624
+22% +$53.1K 0.03% 766
2021
Q1 		$256K Buy
+2,856
New +$193K 0.04% 568

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Williams-Sonoma (WSM) stake by 11% in Q2 2026, selling an estimated $680K and leaving 28,581 shares worth $6.66M. The position accounts for 0.05% of the portfolio, ranked #285.

Vanguard Personalized Indexing Management first reported a position in WSM in Q1 2021 and has held it in 22 quarters since. 1,001 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 28,581 shares of Williams-Sonoma worth $6.66M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 3,431 Williams-Sonoma shares in Q2 2026, an estimated $680K.
  • Williams-Sonoma made up 0.05% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #285 holding.
  • Vanguard Personalized Indexing Management first reported a position in Williams-Sonoma in Q1 2021 and has held it in 22 quarters since.
  • 1,001 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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