Vanguard Personalized Indexing Management, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1767306 OAKLAND, CA

Back to WTRG Full portfolio

Position in WTRG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,468,192

-$197,697 QoQ

Shares Held

38,324

-7.4% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#241

of 691 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Common Shares in WTRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

Vanguard Personalized Indexing Management, LLC holds $8,110,717 across 7 Utilities - Regulated Water names. WTRG ranks #2 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	30,473	$4,009,637
2	WTRG	Essential Utilities, Inc. This page	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	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 WTRG

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23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,468,192	38,324	-7.4%	Shares	Sole	2026-08-11
2026-03-31	$1,665,889	41,368	-1.0%	Shares	Sole	2026-05-14
2025-12-31	$1,602,565	41,777	-1.2%	Shares	Sole	2026-02-13
2025-09-30	$1,687,530	42,294	-1.3%	Shares	Sole	2025-10-31
2025-06-30	$1,592,006	42,865	+4.3%	Shares	Sole	2025-07-25
2025-03-31	$1,624,208	41,088	-0.3%	Shares	Sole	2025-05-14
2024-12-31	$1,497,509	41,231	-4.1%	Shares	Sole	2025-02-10
2024-09-30	$1,657,661	42,978	+5.5%	Shares	Sole	2024-11-12
2024-06-30	$1,520,226	40,724	+2.3%	Shares	Sole	2024-08-12
2024-03-31	$1,475,182	39,816	-15.6%	Shares	Sole	2024-05-09
2023-12-31	$1,762,994	47,202	+240.0%	Shares	Sole	2024-02-08
2023-09-30	$476,637	13,884	+8.5%	Shares	Sole	2023-11-08
2023-06-30	$510,488	12,791	-0.4%	Shares	Sole	2023-07-28
2023-03-31	$560,640	12,844	+49.7%	Shares	Sole	2023-05-10
2022-12-31	$409,427	8,578	-35.2%	Shares	Sole	2023-02-10
2022-09-30	$547,416	13,229	-16.0%	Shares	Sole	2022-11-14
2022-06-30	$721,679	15,740	+1.6%	Shares	Sole	2022-08-12
2022-03-31	$792,361	15,497	-3.0%	Shares	Sole	2022-05-16
2021-12-31	$858,180	15,984	+44.7%	Shares	Sole	2022-02-23
2021-09-30	$508,999	11,046	+22.1%	Shares	Sole	2021-11-09
2021-06-30	$413,310	9,044	+70.4%	Shares	Sole	2021-08-11
2021-03-31	$237,533	5,308	-0.3%	Shares	Sole	2021-04-28
2020-12-31	$251,677	5,322	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.