Vanguard Capital Management
UGI icon

Vanguard Capital Management’s UGI UGI Stock Holding History

Vanguard Capital Management’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$333M Buy
9,647,183
+41,827
+0.4% +$1.48M 0.01% 862
2026
Q1 		$350M Buy
+9,605,356
New +$361M 0.01% 784

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Vanguard Capital Management's UGI Position: Q2 2026 in Review

Vanguard Capital Management increased its UGI (UGI) stake by 0.44% in Q2 2026, buying an estimated $1.48M and bringing the position to 9,647,183 shares worth $333M. The position accounts for 0.01% of the portfolio, ranked #862.

Vanguard Capital Management first reported a position in UGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $350M in Q1 2026. 590 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Vanguard Capital Management held 9,647,183 shares of UGI worth $333M as of Q2 2026.
  • Vanguard Capital Management bought 41,827 UGI shares in Q2 2026, an estimated $1.48M.
  • UGI made up 0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #862 holding.
  • Vanguard Capital Management first reported a position in UGI in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's UGI position peaked at $350M in Q1 2026.
  • 590 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.