Vanguard Personalized Indexing Management, LLC
Position in WSM — Williams Sonoma Inc
CIK 1767306
OAKLAND, CA
Position in WSM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,662,231
+$825,484 QoQ
Shares Held
28,581
-10.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#223
of 996 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $28,704,698 across 16 Specialty Retail names. WSM ranks #1 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
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|
28,581 | $6,662,231 | |
| 2 | CASY |
Caseys General Stores Inc
|
6,863 | $5,454,643 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
111,093 | $3,511,649 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
7,730 | $3,486,075 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
12,279 | $2,784,999 | |
| 6 | BBY |
Best Buy Co Inc
|
34,894 | $2,647,756 | |
| 7 | FIVE |
Five Below, Inc
|
7,957 | $1,430,589 | |
| 8 | MUSA |
Murphy USA Inc.
|
2,141 | $1,153,720 |
All Filings in WSM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,662,231 | 28,581 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,836,747 | 32,012 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,224,471 | 29,254 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,729,616 | 29,315 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,798,667 | 29,373 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,782,999 | 30,253 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,370,034 | 28,999 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,360,998 | 28,150 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,100,859 | 14,523 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,866,562 | 12,177 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,563,816 | 12,706 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,716,859 | 11,048 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,454,877 | 11,626 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,327,553 | 10,912 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $640,219 | 5,571 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $911,805 | 7,737 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $497,277 | 4,482 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $580,435 | 4,003 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $812,838 | 4,806 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $696,552 | 3,928 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $277,791 | 1,740 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $255,897 | 1,428 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||