Vanguard Personalized Indexing Management
WTW icon

Vanguard Personalized Indexing Management’s Willis Towers Watson WTW Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.53M Sell
9,690
-1,285
-12% -$344K 0.02% 552
2026
Q1 		$3.19M Sell
10,975
-1,857
-14% -$570K 0.03% 451
2025
Q4 		$4.22M Sell
12,832
-96
-0.7% -$31.4K 0.04% 359
2025
Q3 		$4.47M Buy
12,928
+1,852
+17% +$600K 0.05% 345
2025
Q2 		$3.4M Buy
11,076
+548
+5% +$170K 0.04% 396
2025
Q1 		$3.56M Buy
10,528
+398
+4% +$130K 0.05% 319
2024
Q4 		$3.17M Buy
10,130
+815
+9% +$250K 0.05% 335
2024
Q3 		$2.74M Buy
9,315
+1,216
+15% +$340K 0.04% 368
2024
Q2 		$2.12M Buy
8,099
+917
+13% +$237K 0.04% 388
2024
Q1 		$1.98M Buy
7,182
+844
+13% +$222K 0.04% 395
2023
Q4 		$1.53M Buy
6,338
+419
+7% +$96.9K 0.04% 441
2023
Q3 		$1.24M Sell
5,919
-1,745
-23% -$372K 0.04% 467
2023
Q2 		$1.8M Buy
7,664
+485
+7% +$112K 0.06% 340
2023
Q1 		$1.67M Buy
7,179
+360
+5% +$87K 0.06% 342
2022
Q4 		$1.67M Buy
6,819
+308
+5% +$70.4K 0.07% 315
2022
Q3 		$1.31M Buy
6,511
+1,801
+38% +$372K 0.06% 353
2022
Q2 		$930K Buy
4,710
+822
+21% +$176K 0.04% 499
2022
Q1 		$918K Buy
3,888
+255
+7% +$58.4K 0.04% 497
2021
Q4 		$863K Buy
3,633
+1,042
+40% +$247K 0.05% 471
2021
Q3 		$602K Buy
2,591
+681
+36% +$152K 0.05% 426
2021
Q2 		$439K Buy
1,910
+486
+34% +$121K 0.05% 547
2021
Q1 		$326K Buy
+1,424
New +$310K 0.05% 470

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Willis Towers Watson (WTW) stake by 12% in Q2 2026, selling an estimated $344K and leaving 9,690 shares worth $2.53M. The position accounts for 0.02% of the portfolio, ranked #552.

Vanguard Personalized Indexing Management first reported a position in WTW in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.47M in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Vanguard Personalized Indexing Management held 9,690 shares of Willis Towers Watson worth $2.53M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,285 Willis Towers Watson shares in Q2 2026, an estimated $344K.
  • Willis Towers Watson made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #552 holding.
  • Vanguard Personalized Indexing Management first reported a position in Willis Towers Watson in Q1 2021 and has held it in 22 quarters since.
  • Vanguard Personalized Indexing Management's Willis Towers Watson position peaked at $4.47M in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

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