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Vanguard Capital Management (PWP) reports 5.01% beneficial stake in Perella Weinberg Partners

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Vanguard Capital Management reports beneficial ownership of Perella Weinberg Partners common stock. It holds 3,563,591 shares, representing 5.01% of the class as of June 30, 2026. Vanguard has sole voting power over 531,136 shares and sole dispositive power over 3,563,591 shares, with no shared voting or dispositive power.

The position reflects securities beneficially owned or deemed to be beneficially owned by Vanguard Capital Management LLC and certain affiliates and business divisions, including various Vanguard entities and funds. Vanguard and related managed accounts have rights to dividends and sale proceeds, but no other single person has an interest in more than 5% of the class through these holdings.

Positive

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Negative

  • None.
Beneficial Ownership 3,563,591 shares Amount of Perella Weinberg Partners common stock beneficially owned by Vanguard Capital Management
Percent of Class 5.01% Portion of Perella Weinberg Partners common stock class beneficially owned by Vanguard Capital Management
Sole Voting Power 531,136 shares Shares of Perella Weinberg Partners over which Vanguard Capital Management has sole voting power
Shared Voting Power 0 Shares over which Vanguard Capital Management has shared voting power
Sole Dispositive Power 3,563,591 shares Shares of Perella Weinberg Partners over which Vanguard Capital Management has sole dispositive power
Shared Dispositive Power 0 Shares over which Vanguard Capital Management has shared dispositive power
beneficially owned financial
"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Voting Power financial
"5 | Sole Voting Power 531,136.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power financial
"7 | Sole Dispositive Power 3,563,591.00 8 | Shared Dispositive Power 0.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"In accordance with SEC Release No. 34-39538 (January 12, 1998), this reflects the securities"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
percent of class financial
"(b) | Percent of class: 5.01 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What percentage of Perella Weinberg Partners (PWP) does Vanguard Capital Management report owning?

Vanguard Capital Management reports beneficial ownership of 5.01% of Perella Weinberg Partners’ common stock. This stake corresponds to 3,563,591 shares held or deemed beneficially owned as of June 30, 2026, across Vanguard Capital Management LLC and certain affiliated entities and funds.

How many PWP shares does Vanguard Capital Management beneficially own according to this Schedule 13G?

Vanguard Capital Management beneficially owns 3,563,591 shares of Perella Weinberg Partners common stock. This total includes securities held by Vanguard funds and managed accounts over which Vanguard and specified affiliates exercise dispositive and, in some cases, voting power.

What voting power does Vanguard Capital Management have over its Perella Weinberg Partners (PWP) shares?

Vanguard Capital Management has sole voting power over 531,136 shares of Perella Weinberg Partners and no shared voting power. It also has sole dispositive power over 3,563,591 shares, reflecting authority to decide on selling or otherwise disposing of those shares.

Does any other person hold more than 5% interest through Vanguard’s PWP position?

No. Vanguard Capital Management states that while Vanguard funds and other managed accounts have rights to dividends and sale proceeds, no single other person has an interest in more than 5% of Perella Weinberg Partners’ common stock through these holdings.

Which entities are included in Vanguard Capital Management’s reported PWP holdings?

The reported holdings include securities beneficially owned or deemed beneficially owned by Vanguard Capital Management LLC and affiliates or business divisions such as Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, and Vanguard Investments Australia Ltd.

Where is the reporting person for this PWP Schedule 13G, Vanguard Capital Management, based?

Vanguard Capital Management’s principal business office is at 100 Vanguard Blvd., Malvern, PA 19355. Perella Weinberg Partners, the issuer, is headquartered at 767 5th Avenue, New York, NY 10153, as identified in the ownership report.





71367G102

(CUSIP Number)
06/30/2026

(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: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:My Trieu-Gatt
Name/Title:Authorized Signatory, Head of Global Fund Administration
Date:07/31/2026