Vanguard Global Advisers
UPBD icon

Vanguard Global Advisers’s Upbound Group UPBD Stock Holding History

Vanguard Global Advisers’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 		$2.87M Buy
135,250
+25,828
+24% +$483K ﹤0.01% 1036
2026
Q1 		$1.98M Buy
+109,422
New +$2.13M ﹤0.01% 1202

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Vanguard Global Advisers's UPBD Position: Q2 2026 in Review

Vanguard Global Advisers increased its Upbound Group (UPBD) stake by 24% in Q2 2026, buying an estimated $483K and bringing the position to 135,250 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Vanguard Global Advisers first reported a position in UPBD in Q1 2026 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Vanguard Global Advisers held 135,250 shares of Upbound Group worth $2.87M as of Q2 2026.
  • Vanguard Global Advisers bought 25,828 Upbound Group shares in Q2 2026, an estimated $483K.
  • Upbound Group made up ﹤0.01% of Vanguard Global Advisers's portfolio in Q2 2026, its #1036 holding.
  • Vanguard Global Advisers first reported a position in Upbound Group in Q1 2026 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Vanguard Global Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.