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Vanguard realignment leads to disaggregated reporting for Perella Weinberg (PWP)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

The Vanguard Group amended its Schedule 13G/A for Perella Weinberg Partners. The amendment (Amendment No. 2) states The Vanguard Group reports 0 shares beneficially owned and 0% of the common stock class. The filing attributes the change to an internal realignment effective January 12, 2026, under SEC Release No. 34-39538, with certain subsidiaries now reporting holdings separately. The filing is signed by Ashley Grim on March 27, 2026.

Positive

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Negative

  • None.

Insights

Vanguard disaggregated holdings; reported zero direct beneficial ownership.

The amendment confirms The Vanguard Group moved to a disaggregated reporting structure after an internal realignment effective January 12, 2026

This filing shows 0 shares and 0% for the group as reported here; underlying subsidiaries or managed accounts may still hold securities and will report separately per the cited SEC release.






71367G102

(CUSIP Number)
03/13/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/27/2026

FAQ

What does PWP's Schedule 13G/A filed by Vanguard show?

It shows The Vanguard Group reports 0 shares and 0% beneficial ownership in Perella Weinberg Partners. The filing attributes the reporting change to an internal realignment effective January 12, 2026.

Why does Vanguard report zero ownership in PWP after the amendment?

Vanguard executed an internal realignment; subsidiaries or business divisions now report holdings separately. The filing cites SEC Release No. 34-39538 and says beneficial ownership is disaggregated following the realignment on January 12, 2026.

Does the amendment mean Vanguard or its affiliates no longer hold PWP shares?

The amendment states The Vanguard Group reports 0 beneficially owned shares for the consolidated reporting entity. It also states subsidiaries or divisions will report separately, so affiliated accounts may still hold shares reported under different filers.

Who signed the Schedule 13G/A amendment for Vanguard on PWP?

The filing is signed by Ashley Grim, Head of Global Fund Administration, with an execution date of March 27, 2026, attesting to the disaggregated reporting and the reported 0 ownership.

Which SEC release governs the disaggregated reporting cited in the filing?

The filing cites SEC Release No. 34-39538 (January 12, 1998), which allows certain subsidiaries or business divisions to report beneficial ownership separately following internal realignment.

Does this Schedule 13G/A amendment change Perella Weinberg's outstanding share count or control?

No share counts or control changes for Perella Weinberg are stated. The amendment only addresses how The Vanguard Group reports beneficial ownership after internal reorganization; it reports 0 shares for the consolidated filer.
Perella Weinberg Partners

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