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Vanguard Personalized Indexing Management, LLC

Position in WSO — Watsco Inc

CIK 1767306 OAKLAND, CA

Position in WSO

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,885,286
+$244,594 QoQ
Shares Held
4,524
+0.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#294
of 780 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 60% Shared 0% None 40%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

Vanguard Personalized Indexing Management, LLC holds $38,372,049 across 13 Industrial Distribution names. WSO ranks #5 (4.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 WSO
Watsco Inc
This page
4,524 $1,885,286

All Filings in WSO

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,885,286 4,524
2026-03-31 $1,640,692 4,510
2025-12-31 $1,408,787 4,181
2025-09-30 $1,544,830 3,821
2025-06-30 $1,804,017 4,085
2025-03-31 $2,238,044 4,403
2024-12-31 $1,819,737 3,840
2024-09-30 $1,795,853 3,651
2024-06-30 $1,620,876 3,499
2024-03-31 $1,231,546 2,851
2023-12-31 $1,644,467 3,838
2023-09-30 $1,267,628 3,356
2023-06-30 $1,260,376 3,304
2023-03-31 $1,041,974 3,275
2022-12-31 $694,329 2,784
2022-09-30 $365,850 1,421
2022-06-30 $382,112 1,600
2022-03-31 $895,946 2,941
2021-12-31 $641,091 2,049
2021-09-30 $264,884 1,001
2021-06-30 $389,543 1,359