Vanguard Group Inc ownership in WAFD / WaFd, Inc

沃福德公司

US ˙ NasdaqGS ˙ US9388241096

Security	WAFD / WaFd, Inc
Institution	Vanguard Group Inc
Latest Disclosed Ownership	7,777,441 shares
Ownership	12.12%

2024-02-13 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 7,777,441 shares of WaFd, Inc (US:WAFD). This represents 12.12 percent ownership of the company. In their previous filing dated 2023-02-09 , Vanguard Group Inc had reported owning 7,189,293 shares, indicating an increase of 8.18 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-02-13	2024-02-13	13G/A	7,189,293	7,777,441	8.18	12.12	10.28
2023-02-09	2023-02-09	13G/A	6,860,020	7,189,293	4.80	10.99	4.47
2022-02-10	2022-02-10	13G/A	7,606,318	6,860,020	-9.81	10.52	4.99
2021-02-10	2021-02-10	13G/A	7,885,604	7,544,818	-4.32	9.95	-1.09
2021-02-10	2021-02-10	13G/A	7,885,604	7,606,318	-3.54	10.02	-0.40
2020-02-12	2020-02-12	13G/A	8,898,938	7,885,604	-11.39	10.06	-7.79
2019-02-11	2019-02-11	13G/A	9,082,093	8,898,938	-2.02	10.91	4.30
2018-02-09	2018-02-09	13G/A	9,316,807	9,082,093	-2.52	10.46	0.10
2017-02-13	2017-02-13	13G/A	9,166,527	9,316,807	1.64	10.45	1.65
2016-12-12	2016-12-12	13G/A	7,684,966	9,166,527	19.28	10.28	24.61
2016-02-11	2016-02-11	13G/A		7,684,966		8.25
2015-02-10	2015-02-10	13G/A		6,355,523		6.47
2014-02-12	2014-02-12	13G/A		6,096,771		5.98
2013-02-12	2013-02-12	13G		5,566,953		5.24

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	WAFD	COM	938824109	8,778,878	-272,792	-3.01	281,187	2.56	0.0041
2025-11-07	2025-09-30	13F	WAFD	COM	938824109	9,051,670	-276,555	-2.96	274,175	0.38	0.0041
2025-08-11	2025-06-30	13F	WAFD	COM	938824109	9,328,225	-84,043	-0.89	273,130	1.53	0.0044
2025-05-09	2025-03-31	13F	WAFD	COM	938824109	9,412,268	-7,736	-0.08	269,003	-11.43	0.0049
2025-02-11	2024-12-31	13F	WAFD	COM	938824109	9,420,004	166,931	1.80	303,701	-5.82	0.0053
2024-11-13	2024-09-30	13F	WAFD	COM	938824109	9,253,073	227,751	2.52	322,470	25.02	0.0058
2024-08-13	2024-06-30	13F	WAFD	COM	938824109	9,025,322	1,122,861	14.21	257,944	12.44	0.0050
2024-05-10	2024-03-31	13F	WAFD	COM	938824109	7,902,461	125,020	1.61	229,408	-10.51	0.0045
2024-03-11	2023-12-31	13F/A-1	WAFD	COM	938824109	7,777,441	-74,481	-0.95	256,344	27.43	0.0056
2024-02-14	2023-12-31	13F	WAFD	COM	938824109	7,777,441	-74,481		256,344		0.0049
2023-12-18	2023-09-30	13F/A-1	WAFD	COM	938824109	7,851,922	-139,465	-1.75	201,166	-5.08	0.0049
2023-11-14	2023-09-30	13F	WAFD	COM	938824109	7,851,922	-139,465		201,166		0.0049
2023-08-14	2023-06-30	13F	WASHINGTON FED	COM	938824109	7,991,387	-83,076	-1.03	211,932	-12.86	0.0050
2023-07-14	2023-03-31	13F/A-1	WASHINGTON FED	COM	938824109	8,074,463	885,170	12.31	243,203	0.83	0.0062
2023-05-15	2023-03-31	13F	WASHINGTON FED	COM	938824109	8,074,463	885,170		243,203		0.0013
2023-02-10	2022-12-31	13F	WASHINGTON FED	COM	938824109	7,189,293	114,385	1.62	241,201	13.72	0.0066
2022-11-14	2022-09-30	13F	WASHINGTON FED	COM	938824109	7,074,908	130,515	1.88	212,105	1.74	0.0062
2022-08-12	2022-06-30	13F	WASHINGTON FED	COM	938824109	6,944,393	77,228	1.12	208,470	-7.50	0.0059
2022-05-13	2022-03-31	13F	WASHINGTON FED	COM	938824109	6,867,165	7,145	0.10	225,380	-1.58	0.0053
2022-02-14	2021-12-31	13F	WASHINGTON FED	COM	938824109	6,860,020	-170,538	-2.43	228,989	-5.07	0.0052
2021-11-12	2021-09-30	13F	WASHINGTON FED	COM	938824109	7,030,558	-520,442	-6.89	241,219	0.52	0.0060
2021-08-13	2021-06-30	13F	WASHINGTON FED	COM	938824109	7,551,000	-144,244	-1.87	239,970	1.25	0.0060
2021-05-14	2021-03-31	13F	WASHINGTON FED	COM	938824109	7,695,244	150,426	1.99	237,014	22.04	0.0064
2021-02-12	2020-12-31	13F	WASHINGTON FED	COM	938824109	7,544,818	54,215	0.72	194,204	24.29	0.0056
2020-11-16	2020-09-30	13F	WASHINGTON FED	COM	938824109	7,490,603	-458,595	-5.77	156,254	-26.76	0.0052
2020-08-14	2020-06-30	13F	WASHINGTON FED	COM	938824109	7,949,198	-162,708	-2.01	213,356	1.32	0.0076
2020-05-15	2020-03-31	13F	WASHINGTON FED	COM	938824109	8,111,906	226,302	2.87	210,585	-27.13	0.0090
2020-02-14	2019-12-31	13F	WASHINGTON FED	COM	938824109	7,885,604	-294,913	-3.61	289,007	-4.49	0.0099
2019-11-14	2019-09-30	13F	WASHINGTON FED	COM	938824109	8,180,517	-222,606	-2.65	302,598	3.09	0.0112
2019-08-14	2019-06-30	13F	WASHINGTON FED	COM	938824109	8,403,123	-333,830	-3.82	293,521	16.29	0.0110
2019-05-15	2019-03-31	13F	WASHINGTON FED	COM	938824109	8,736,953	-161,985	-1.82	252,410	6.19	0.0099
2019-02-14	2018-12-31	13F	WASHINGTON FED	COM	938824109	8,898,938	-379,704	-4.09	237,690	-19.95	0.0107
2018-12-13	2018-09-30	13F/A-2	WASHINGTON FED	COM	938824109	9,278,642	-89,359	-0.95	296,917	-3.07	0.0116
2018-11-23	2018-09-30	13F/A-1	WASHINGTON FED	COM	938824109	9,278,642	0		296,917		0.0116
2018-11-14	2018-09-30	13F	WASHINGTON FED	COM	938824109	9,278,642	-89,359		296,917
2018-08-14	2018-06-30	13F	WASHINGTON FED	COM	938824109	9,368,001	140,188	1.52	306,333	-4.06	0.0128
2018-05-15	2018-03-31	13F	WASHINGTON FED	COM	938824109	9,227,813	145,720	1.60	319,282	2.64	0.0140
2018-02-14	2017-12-31	13F	WASHINGTON FED	COM	938824109	9,082,093	-83,315	-0.91	311,062	0.86	0.0136
2017-11-14	2017-09-30	13F	WASHINGTON FED	COM	938824109	9,165,408	-34,190	-0.37	308,415	0.98	0.0144
2017-08-24	2017-06-30	13F/A-1	WASHINGTON FED	COM	938824109	9,199,598	-166,137	-1.77	305,428	-1.48	0.0150
2017-08-11	2017-06-30	13F	WASHINGTON FED	COM	938824109	9,199,598	-166,137		305,428
2017-05-12	2017-03-31	13F	WASHINGTON FED	COM	938824109	9,365,735	48,928	0.53	310,006	-3.13	0.0159
2017-02-14	2016-12-31	13F	WASHINGTON FED	COM	938824109	9,316,807	525,432	5.98	320,032	36.44	0.0179
2016-11-14	2016-09-30	13F	WASHINGTON FED	COM	938824109	8,791,375	504,401	6.09	234,554	16.67	0.0138
2016-08-10	2016-06-30	13F	WASHINGTON FED	COM	938824109	8,286,974	260,680	3.25	201,041	10.59	0.0125
2016-05-13	2016-03-31	13F	WASHINGTON FED	COM	938824109	8,026,294	341,328	4.44	181,796	-0.73	0.0118
2016-02-08	2015-12-31	13F	WASHINGTON FED	COM	938824109	7,684,966	683,886	9.77	183,133	14.98	0.0123
2015-11-12	2015-09-30	13F/A-1	WASHINGTON FED	COM	938824109	7,001,080	57,433	0.83	159,275	-1.76	0.0068
2015-11-12	2015-09-30	13F/A-1	WASHINGTON FED	COM	938824109	7,001,080	57,433		159,275		0.0068
2015-08-13	2015-06-30	13F	WASHINGTON FED	COM	938824109	6,943,647	154,212	2.27	162,133	9.52	0.0110
2015-05-15	2015-03-31	13F/A-1	WASHINGTON FED	COM	938824109	6,789,435	433,912	6.83	148,044	5.16	0.0100
2015-05-14	2015-03-31	13F	WASHINGTON FED	COM	938824109	6,789,435			148,044
2015-02-12	2014-12-31	13F	WASHINGTON FED	COM	938824109	6,355,523	29,556	0.47	140,775	9.30	0.0101
2014-11-12	2014-09-30	13F	WASHINGTON FED	COM	938824109	6,325,967	-131,298	-2.03	128,797	-11.07	0.0100
2014-08-11	2014-06-30	13F	WASHINGTON FED	COM	938824109	6,457,265	112,329	1.77	144,836	-2.03	0.0114
2014-05-13	2014-03-31	13F	WASHINGTON FED	COM	938824109	6,344,936	248,165	4.07	147,838	4.12	0.0124
2014-02-12	2013-12-31	13F	WASHINGTON FED	COM	938824109	6,096,771	244,097	4.17	141,994	17.32	0.0125
2013-11-07	2013-09-30	13F	WASHINGTON FED	COM	938824109	5,852,674	463,454	8.60	121,033	18.95	0.0118
2013-08-13	2013-06-30	13F	WASHINGTON FED	COM	938824109	5,389,220	5,389,220		101,748		0.0107

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.