Vanguard Personalized Indexing Management, LLC
Position in CWT — California Water Service Group
CIK 1767306
OAKLAND, CA
Position in CWT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$346,290
+$20,069 QoQ
Shares Held
7,118
-1.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#192
of 343 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $8,110,717 across 7 Utilities - Regulated Water names. CWT ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
30,473 | $4,009,637 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
38,324 | $1,468,192 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
243,164 | $1,405,487 | |
| 4 | AWR |
American States Water Co
|
6,664 | $550,646 | |
| 5 | CWT |
California Water Service Group
This page
|
7,118 | $346,290 | |
| 6 | HTO |
H2o America
|
3,621 | $220,048 | |
| 7 | GWRS |
Global Water Resources, Inc.
|
15,251 | $110,417 |
All Filings in CWT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,290 | 7,118 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $326,221 | 7,195 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $263,959 | 5,752 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $227,172 | 4,995 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $234,546 | 4,840 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $218,777 | 4,035 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $277,206 | 5,964 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $323,513 | 6,237 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $201,162 | 4,252 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $290,367 | 5,624 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $369,570 | 6,350 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $292,891 | 4,830 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $301,966 | 5,731 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $311,246 | 5,603 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $291,835 | 4,923 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $276,589 | 3,849 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||