Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s Upexi UPXI Stock Holding History

Vanguard Fiduciary Trust’s Portfolio UPXI Stock Details UPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244K Sell
311,362
-16,621
-5% -$19.3K ﹤0.01% 3517
2026
Q1 		$323K Buy
+327,983
New +$440K ﹤0.01% 3356

Other funds holding UPXI

ACM
Arrington Capital Management Miami, Florida $163M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Fiduciary Trust reduced its Upexi (UPXI) stake by 5.1% in Q2 2026, selling an estimated $19.3K and leaving 311,362 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #3517.

Vanguard Fiduciary Trust first reported a position in UPXI in Q1 2026 and has held it in 2 quarters since. The position peaked at $323K in Q1 2026. 47 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Vanguard Fiduciary Trust held 311,362 shares of Upexi worth $244K as of Q2 2026.
  • Vanguard Fiduciary Trust sold 16,621 Upexi shares in Q2 2026, an estimated $19.3K.
  • Upexi made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #3517 holding.
  • Vanguard Fiduciary Trust first reported a position in Upexi in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's Upexi position peaked at $323K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

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