Vanguard Group
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Vanguard Group’s United-Guardian UG Stock Holding History

Vanguard Group’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$926K Hold
150,396
– – ﹤0.01% 3789
2025
Q3 		$1.17M Hold
150,396
– – ﹤0.01% 3741
2025
Q2 		$1.2M Hold
150,396
– – ﹤0.01% 3695
2025
Q1 		$1.35M Buy
150,396
+13,040
+9% +$134K ﹤0.01% 3619
2024
Q4 		$1.33M Hold
137,356
– – ﹤0.01% 3676
2024
Q3 		$2.18M Buy
137,356
+4,111
+3% +$51.4K ﹤0.01% 3532
2024
Q2 		$1.19M Hold
133,245
– – ﹤0.01% 3733
2024
Q1 		$1.02M Hold
133,245
– – ﹤0.01% 3804
2023
Q4 		$959K Buy
133,245
+1,949
+1% +$14.2K ﹤0.01% 3840
2023
Q3 		$989K Hold
131,296
– – ﹤0.01% 3833
2023
Q2 		$1.08M Hold
131,296
– – ﹤0.01% 3876
2023
Q1 		$1.23M Buy
131,296
+200
+0.2% +$2.16K ﹤0.01% 3853
2022
Q4 		$1.37M Buy
131,096
+164
+0.1% +$1.97K ﹤0.01% 3800
2022
Q3 		$1.49M Hold
130,932
– – ﹤0.01% 3862
2022
Q2 		$1.96M Buy
130,932
+1,047
+0.8% +$20.7K ﹤0.01% 3816
2022
Q1 		$2.95M Hold
129,885
– – ﹤0.01% 3785
2021
Q4 		$2.14M Sell
129,885
-180
-0.1% -$2.71K ﹤0.01% 4009
2021
Q3 		$1.85M Hold
130,065
– – ﹤0.01% 4085
2021
Q2 		$1.95M Buy
130,065
+1,235
+1% +$19.1K ﹤0.01% 3968
2021
Q1 		$1.95M Hold
128,830
– – ﹤0.01% 3865
2020
Q4 		$1.85M Sell
128,830
-2
-0% -$29 ﹤0.01% 3684
2020
Q3 		$1.95M Buy
128,832
+6,133
+5% +$91.6K ﹤0.01% 3496
2020
Q2 		$1.82M Buy
122,699
+3,881
+3% +$58K ﹤0.01% 3454
2020
Q1 		$1.72M Buy
118,818
+3,460
+3% +$57K ﹤0.01% 3345
2019
Q4 		$2.27M Buy
115,358
+306
+0.3% +$5.88K ﹤0.01% 3418
2019
Q3 		$2.16M Buy
115,052
+300
+0.3% +$5.84K ﹤0.01% 3427
2019
Q2 		$2.16M Hold
114,752
– – ﹤0.01% 3452
2019
Q1 		$2.2M Sell
114,752
-352
-0.3% -$6.89K ﹤0.01% 3418
2018
Q4 		$2.11M Buy
115,104
+6,991
+6% +$120K ﹤0.01% 3355
2018
Q3 		$1.75M Sell
108,113
-100
-0.1% -$1.84K ﹤0.01% 3573
2018
Q2 		$2.07M Buy
108,213
+2,160
+2% +$39.9K ﹤0.01% 3488
2018
Q1 		$1.87M Buy
106,053
+3,009
+3% +$55K ﹤0.01% 3482
2017
Q4 		$1.91M Buy
103,044
+11,177
+12% +$206K ﹤0.01% 3434
2017
Q3 		$1.73M Buy
91,867
+2,244
+3% +$37.2K ﹤0.01% 3443
2017
Q2 		$1.39M Sell
89,623
-622
-0.7% -$9.25K ﹤0.01% 3497
2017
Q1 		$1.33M Buy
90,245
+1,318
+1% +$20K ﹤0.01% 3509
2016
Q4 		$1.38M Sell
88,927
-205
-0.2% -$3.17K ﹤0.01% 3480
2016
Q3 		$1.3M Buy
89,132
+1,013
+1% +$15.3K ﹤0.01% 3513
2016
Q2 		$1.42M Buy
88,119
+1,943
+2% +$34.3K ﹤0.01% 3497
2016
Q1 		$1.78M Buy
86,176
+1,552
+2% +$33K ﹤0.01% 3426
2015
Q4 		$1.62M Buy
84,624
+400
+0.5% +$7.52K ﹤0.01% 3472
2015
Q3 		$1.52M Buy
84,224
+2,005
+2% +$37.8K ﹤0.01% 3491
2015
Q2 		$1.57M Buy
82,219
+635
+0.8% +$12.6K ﹤0.01% 3515
2015
Q1 		$1.54M Buy
81,584
+1,100
+1% +$21.5K ﹤0.01% 3499
2014
Q4 		$1.56M Buy
80,484
+1,527
+2% +$31.4K ﹤0.01% 3370
2014
Q3 		$1.76M Buy
78,957
+5,688
+8% +$143K ﹤0.01% 3314
2014
Q2 		$2.1M Buy
73,269
+1,980
+3% +$60.6K ﹤0.01% 3244
2014
Q1 		$2.08M Buy
71,289
+3,202
+5% +$90.1K ﹤0.01% 3206
2013
Q4 		$1.92M Buy
68,087
+1,900
+3% +$49.1K ﹤0.01% 3199
2013
Q3 		$1.68M Buy
66,187
+2,878
+5% +$75.8K ﹤0.01% 3202
2013
Q2 		$1.54M Buy
+63,309
New +$1.51M ﹤0.01% 3158

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Vanguard Group's UG Position: Q4 2025 in Review

Vanguard Group held its United-Guardian (UG) position steady in Q4 2025 at 150,396 shares worth $926K. The position accounts for ﹤0.01% of the portfolio, ranked #3789.

Vanguard Group first reported a position in UG in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.95M in Q1 2022. 26 funds tracked by Wall St. Rank hold UG as of Q4 2025.

  • Vanguard Group held 150,396 shares of United-Guardian worth $926K as of Q4 2025.
  • Vanguard Group left its United-Guardian share count unchanged in Q4 2025.
  • United-Guardian made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3789 holding.
  • Vanguard Group first reported a position in United-Guardian in Q2 2013 and has held it in 51 quarters since.
  • Vanguard Group's United-Guardian position peaked at $2.95M in Q1 2022.
  • 26 funds tracked by Wall St. Rank held United-Guardian as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.