Vanguard Personalized Indexing Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1767306
OAKLAND, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$32,650,981
+$1,166,978 QoQ
Shares Held
395,099
-0.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#306
of 2,868 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $419,017,420 across 19 Banks - Diversified names. WFC ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
542,873 | $177,698,619 | |
| 2 | BAC |
Bank Of America Corp /De/
|
947,094 | $53,965,416 | |
| 3 | C |
Citigroup Inc
|
262,954 | $36,803,041 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
395,099 | $32,650,981 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
134,890 | $19,506,442 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
140,755 | $13,384,392 | |
| 7 | RY |
Royal Bank Of Canada
|
58,402 | $12,087,461 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
518,540 | $10,313,760 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,650,981 | 395,099 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $31,484,003 | 395,478 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $38,446,025 | 412,511 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,126,418 | 395,209 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $30,959,489 | 386,414 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $23,325,863 | 324,918 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,712,026 | 309,112 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,449,506 | 273,491 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,515,459 | 261,247 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,126,838 | 226,481 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,280,923 | 188,560 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,088,073 | 197,946 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,485,133 | 175,378 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $5,730,017 | 153,291 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,865,327 | 142,052 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,236,593 | 155,062 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,800,215 | 148,078 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,143,177 | 126,768 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,632,996 | 96,561 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $3,547,858 | 76,446 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,644,347 | 58,387 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,424,414 | 36,458 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $419,562 | 13,902 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $262,465 | 11,164 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $271,232 | 10,595 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $238,812 | 8,321 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||