Vanguard Capital Management
UPBD icon

Vanguard Capital Management’s Upbound Group UPBD Stock Holding History

Vanguard Capital Management’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.4M Buy
2,327,538
+51,870
+2% +$970K ﹤0.01% 1956
2026
Q1 		$41.1M Buy
+2,275,668
New +$44.3M ﹤0.01% 1963

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

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

Vanguard Capital Management increased its Upbound Group (UPBD) stake by 2.3% in Q2 2026, buying an estimated $970K and bringing the position to 2,327,538 shares worth $49.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Vanguard Capital Management first reported a position in UPBD in Q1 2026 and has held it in 2 quarters since. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Vanguard Capital Management held 2,327,538 shares of Upbound Group worth $49.4M as of Q2 2026.
  • Vanguard Capital Management bought 51,870 Upbound Group shares in Q2 2026, an estimated $970K.
  • Upbound Group made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #1956 holding.
  • Vanguard Capital Management first reported a position in Upbound Group in Q1 2026 and has held it in 2 quarters since.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

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