Vanguard Personalized Indexing Management, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1767306
OAKLAND, CA
Position in WMS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$924,494
-$143,337 QoQ
Shares Held
5,890
-24.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#279
of 543 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $61,738,875 across 18 Building Products & Equipment names. WMS ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
41,614 | $20,439,132 | |
| 2 | JCI |
Johnson Controls International plc
|
99,890 | $14,594,927 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
125,158 | $9,180,339 | |
| 4 | LII |
Lennox International Inc
|
4,299 | $2,463,112 | |
| 5 | SPXC |
SPX Technologies, Inc.
|
9,265 | $2,271,500 | |
| 6 | OC |
Owens Corning
|
14,021 | $2,228,778 | |
| 7 | MAS |
Masco Corp /De/
|
26,276 | $2,138,078 | |
| 8 | CSL |
Carlisle Companies Inc
|
5,831 | $2,115,195 |
All Filings in WMS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,494 | 5,890 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,067,831 | 7,787 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,171,240 | 8,087 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,057,726 | 7,626 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $849,389 | 7,395 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $673,521 | 6,199 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $530,257 | 4,587 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $817,389 | 5,201 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $800,025 | 4,988 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $797,643 | 4,631 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $382,681 | 2,721 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $320,886 | 2,819 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $283,084 | 2,488 | Shares | Sole | 2023-07-28 | |
| 2022-12-31 | $204,433 | 2,494 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $756,293 | 6,081 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $467,193 | 5,187 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $526,447 | 4,431 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $402,672 | 2,958 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $231,051 | 2,136 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||