Vanguard Personalized Indexing Management
WTFC icon

Vanguard Personalized Indexing Management’s Wintrust Financial WTFC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Buy
8,642
+232
+3% +$34.9K 0.01% 814
2026
Q1 		$1.17M Buy
8,410
+745
+10% +$108K 0.01% 850
2025
Q4 		$1.07M Buy
7,665
+214
+3% +$28.5K 0.01% 880
2025
Q3 		$988K Sell
7,451
-141
-2% -$18.6K 0.01% 914
2025
Q2 		$942K Buy
7,592
+983
+15% +$113K 0.01% 894
2025
Q1 		$743K Buy
6,609
+359
+6% +$44.4K 0.01% 929
2024
Q4 		$779K Buy
6,250
+283
+5% +$35K 0.01% 898
2024
Q3 		$648K Buy
5,967
+1,301
+28% +$136K 0.01% 982
2024
Q2 		$459K Buy
4,666
+552
+13% +$54.1K 0.01% 1079
2024
Q1 		$429K Sell
4,114
-1,754
-30% -$169K 0.01% 1091
2023
Q4 		$544K Buy
5,868
+3,073
+110% +$254K 0.01% 950
2023
Q3 		$211K Buy
+2,795
New +$220K 0.01% 1281
2023
Q2 		– Sell
-6,109
Closed -$446K – 1536
2023
Q1 		$446K Buy
+6,109
New +$522K 0.02% 931

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Wintrust Financial (WTFC) stake by 2.8% in Q2 2026, buying an estimated $34.9K and bringing the position to 8,642 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #814.

Vanguard Personalized Indexing Management first reported a position in WTFC in Q1 2023 and has held it in 13 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 8,642 shares of Wintrust Financial worth $1.39M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 232 Wintrust Financial shares in Q2 2026, an estimated $34.9K.
  • Wintrust Financial made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #814 holding.
  • Vanguard Personalized Indexing Management first reported a position in Wintrust Financial in Q1 2023 and has held it in 13 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

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