VANGUARD GROUP INC: WLTH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VANGUARD GROUP INC on WLTH, newest first. How the timeline and the estimate are built.

VANGUARD GROUP INC held 2,231,570 WLTH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 2,231,570 shares
Change vs previous 13F +108,478 shares
<0.01% of the 13F portfolio, value $19,950,237.
13F-HR 0002100119-26-001527 filed by VANGUARD CAPITAL MANAGEMENT LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- VANGUARD FIDUCIARY TRUST CO: 254,816 shares
- Vanguard Investments Australia, Ltd.: 12,207 shares
- VANGUARD ASSET MANAGEMENT, Ltd: 29,418 shares
- Vanguard Global Advisers, LLC: 13,304 shares
- VANGUARD CAPITAL MANAGEMENT LLC: 1,603,350 shares
- VANGUARD PORTFOLIO MANAGEMENT LLC: 318,475 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F/A 2,123,092 shares
Change vs previous 13F +1,908,092 shares
<0.01% of the 13F portfolio, value $19,638,602.
13F-HR/A 0002100119-26-001311 filed by VANGUARD CAPITAL MANAGEMENT LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- VANGUARD FIDUCIARY TRUST CO: 248,806 shares
- Vanguard Global Advisers, LLC: 18,030 shares
- VANGUARD CAPITAL MANAGEMENT LLC: 1,650,461 shares
- VANGUARD PORTFOLIO MANAGEMENT LLC: 205,795 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 215,000 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $2,921,850.
13F-HR 0000102909-26-000031 filed by VANGUARD GROUP INC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).