STOCK TITAN

Vanguard Portfolio Management reports 18.15M WU stake (WU)

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

Rhea-AI Filing Summary

Western Union Co/The shares are reported as beneficially owned by Vanguard Portfolio Management, holding 18,153,497 shares, representing 5.79% of the class as of 03/31/2026. The filer reports sole voting power for 72,934 shares and sole dispositive power for 18,153,497 shares. The disclosure states these holdings include securities managed on behalf of Vanguard funds and other clients under Vanguard Portfolio Management LLC and affiliated divisions.

Positive

  • None.

Negative

  • None.

Insights

Vanguard holds a >5% passive stake in Western Union, typical for index/managed funds.

Vanguard Portfolio Management reports beneficial ownership of 18,153,497 shares, equal to 5.79% of the class as of 03/31/2026. The filing identifies voting and dispositive powers and clarifies holdings include Vanguard funds and managed accounts.

Because this is a Schedule 13G disclosure, it indicates passive investment classification rather than an active acquisition intent; subsequent filings would show any change in status.

Filing uses standard Investment Company Act carve-outs and affiliate attribution language.

The statement notes that securities held by Vanguard funds or sleeves over which Vanguard exercises dispositive power are included and that other affiliates' holdings may be disaggregated. The signature is dated 04/29/2026.

Stakeholders should note the filing clarifies dividend/proceeds rights and that no single other person holds >5% of the reported securities.

Beneficial ownership 18,153,497 shares Amount beneficially owned as reported
Percent of class 5.79% Percent of common stock class
Sole voting power 72,934 shares Sole power to vote or to direct the vote
Sole dispositive power 18,153,497 shares Sole power to dispose or to direct the disposition
Report date 03/31/2026 Date tied to the holdings statement
Signature date 04/29/2026 Date Schedule 13G was signed
Beneficially owned regulatory
"this reflects the securities beneficially owned, or deemed to be beneficially owned"
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 dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 18153497"
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.
Investment Company Act regulatory
"investment company registered under the Investment Company Act of 1940"
The Investment Company Act is a law that sets rules for businesses whose main activity is managing and selling pooled money, such as mutual funds and other investment funds. It matters to investors because it requires clear reporting, limits managers from putting their own interests ahead of clients, and mandates safekeeping and oversight of assets—similar to safety inspections and traffic rules that help keep shared vehicles reliable and trustworthy.
Disaggregated regulatory
"ownership of securities is disaggregated from that of the reporting business unit"
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959802109

(CUSIP Number)
03/31/2026

(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 Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio 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 Portfolio 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 Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026

FAQ

What stake does Vanguard Portfolio Management report in Western Union (WU)?

Vanguard reports beneficial ownership of 18,153,497 shares (5.79%). The filing states this position is held on behalf of Vanguard funds and managed accounts and includes dispositive power exercised by Vanguard Portfolio Management LLC.

What voting and dispositive powers does Vanguard report for WU shares?

Vanguard reports sole voting power for 72,934 shares and sole dispositive power for 18,153,497 shares. The filing distinguishes voting control from dispositive control over the reported securities.

As of what date are the reported holdings and when was the form signed?

The holdings are reported as of 03/31/2026 and the Schedule 13G was signed on 04/29/2026. Those dates are provided verbatim in the filing excerpt.

Does the filing indicate Vanguard is an active acquiror of WU stock?

No, the Schedule 13G classifies this as a passive beneficial ownership report rather than an active acquisition. The filing language attributes holdings to Vanguard funds and managed accounts.

Are other Vanguard affiliates' holdings included in the 5.79% figure?

The filing states the figure includes securities over which Vanguard Portfolio Management LLC and specified affiliates exercise dispositive power; it excludes holdings disaggregated by other subsidiaries or affiliates.