Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s Wheels Up UP Stock Holding History

Vanguard Fiduciary Trust’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$297K Buy
33,067
+2,442
+8% +$18.7K ﹤0.01% 3450
2026
Q1 		$317K Buy
+30,625
New +$399K ﹤0.01% 3363

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 14.02% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $3.37B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Fiduciary Trust's UP Position: Q2 2026 in Review

Vanguard Fiduciary Trust increased its Wheels Up (UP) stake by 8% in Q2 2026, buying an estimated $18.7K and bringing the position to 33,067 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #3450.

Vanguard Fiduciary Trust first reported a position in UP in Q1 2026 and has held it in 2 quarters since. The position peaked at $317K in Q1 2026. 61 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • Vanguard Fiduciary Trust held 33,067 shares of Wheels Up worth $297K as of Q2 2026.
  • Vanguard Fiduciary Trust bought 2,442 Wheels Up shares in Q2 2026, an estimated $18.7K.
  • Wheels Up made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #3450 holding.
  • Vanguard Fiduciary Trust first reported a position in Wheels Up in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's Wheels Up position peaked at $317K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.