Vanguard Personalized Indexing Management
WTRG icon

Vanguard Personalized Indexing Management’s Essential Utilities WTRG Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.47M Sell
38,324
-3,044
-7% -$116K 0.01% 779
2026
Q1 		$1.67M Sell
41,368
-409
-1% -$16.1K 0.02% 683
2025
Q4 		$1.6M Sell
41,777
-517
-1% -$20.3K 0.02% 684
2025
Q3 		$1.69M Sell
42,294
-571
-1% -$21.8K 0.02% 655
2025
Q2 		$1.59M Buy
42,865
+1,777
+4% +$69.2K 0.02% 655
2025
Q1 		$1.62M Sell
41,088
-143
-0.3% -$5.25K 0.02% 569
2024
Q4 		$1.5M Sell
41,231
-1,747
-4% -$67.8K 0.02% 583
2024
Q3 		$1.66M Buy
42,978
+2,254
+6% +$88.6K 0.03% 539
2024
Q2 		$1.52M Buy
40,724
+908
+2% +$33.7K 0.03% 504
2024
Q1 		$1.48M Sell
39,816
-7,386
-16% -$268K 0.03% 486
2023
Q4 		$1.76M Buy
47,202
+33,318
+240% +$1.16M 0.05% 382
2023
Q3 		$477K Buy
13,884
+1,093
+9% +$42.3K 0.01% 903
2023
Q2 		$510K Sell
12,791
-53
-0.4% -$2.22K 0.02% 884
2023
Q1 		$561K Buy
12,844
+4,266
+50% +$192K 0.02% 818
2022
Q4 		$409K Sell
8,578
-4,651
-35% -$211K 0.02% 861
2022
Q3 		$547K Sell
13,229
-2,511
-16% -$122K 0.02% 756
2022
Q2 		$722K Buy
15,740
+243
+2% +$11.3K 0.03% 626
2022
Q1 		$792K Sell
15,497
-487
-3% -$23.5K 0.04% 596
2021
Q4 		$858K Buy
15,984
+4,938
+45% +$240K 0.05% 475
2021
Q3 		$509K Buy
11,046
+2,002
+22% +$97K 0.05% 502
2021
Q2 		$413K Buy
9,044
+3,736
+70% +$175K 0.04% 580
2021
Q1 		$238K Sell
5,308
-14
-0.3% -$632 0.04% 605
2020
Q4 		$252K Buy
+5,322
New +$236K 0.05% 430

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Essential Utilities (WTRG) stake by 7.4% in Q2 2026, selling an estimated $116K and leaving 38,324 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #779.

Vanguard Personalized Indexing Management first reported a position in WTRG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.76M in Q4 2023. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Vanguard Personalized Indexing Management held 38,324 shares of Essential Utilities worth $1.47M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 3,044 Essential Utilities shares in Q2 2026, an estimated $116K.
  • Essential Utilities made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #779 holding.
  • Vanguard Personalized Indexing Management first reported a position in Essential Utilities in Q4 2020 and has held it in 23 quarters since.
  • Vanguard Personalized Indexing Management's Essential Utilities position peaked at $1.76M in Q4 2023.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

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