Vanguard Personalized Indexing Management
WTM icon

Vanguard Personalized Indexing Management’s White Mountains Insurance WTM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$533K Sell
257
-57
-18% -$122K ﹤0.01% 1355
2026
Q1 		$690K Buy
314
+61
+24% +$131K 0.01% 1123
2025
Q4 		$526K Buy
253
+13
+5% +$25.4K 0.01% 1229
2025
Q3 		$401K Buy
240
+7
+3% +$12.5K ﹤0.01% 1349
2025
Q2 		$418K Buy
233
+27
+13% +$48K ﹤0.01% 1287
2025
Q1 		$397K Hold
206
– – 0.01% 1219
2024
Q4 		$401K Buy
206
+5
+2% +$9.45K 0.01% 1216
2024
Q3 		$341K Buy
201
+2
+1% +$3.49K 0.01% 1284
2024
Q2 		$362K Sell
199
-3
-1% -$5.31K 0.01% 1183
2024
Q1 		$362K Buy
202
+11
+6% +$18.4K 0.01% 1183
2023
Q4 		$287K Sell
191
-5
-3% -$7.43K 0.01% 1249
2023
Q3 		$293K Sell
196
-23
-11% -$35.3K 0.01% 1135
2023
Q2 		$304K Sell
219
-2
-0.9% -$2.82K 0.01% 1121
2023
Q1 		$304K Hold
221
– – 0.01% 1114
2022
Q4 		$313K Sell
221
-23
-9% -$31.2K 0.01% 968
2022
Q3 		$318K Sell
244
-8
-3% -$10.3K 0.01% 947
2022
Q2 		$314K Buy
252
+39
+18% +$45.3K 0.01% 973
2022
Q1 		$242K Buy
+213
New +$223K 0.01% 1055
2020
Q2 		– Sell
-741
Closed -$674K – 389
2020
Q1 		$674K Buy
+741
New +$767K 0.39% 71

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its White Mountains Insurance (WTM) stake by 18% in Q2 2026, selling an estimated $122K and leaving 257 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Vanguard Personalized Indexing Management first reported a position in WTM in Q1 2020 and has held it in 19 quarters since. The position peaked at $690K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 257 shares of White Mountains Insurance worth $533K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 57 White Mountains Insurance shares in Q2 2026, an estimated $122K.
  • White Mountains Insurance made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1355 holding.
  • Vanguard Personalized Indexing Management first reported a position in White Mountains Insurance in Q1 2020 and has held it in 19 quarters since.
  • Vanguard Personalized Indexing Management's White Mountains Insurance position peaked at $690K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

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