Vanguard Group
ULY

Vanguard Group’s Urgent.ly ULY Stock Holding History

Vanguard Group’s Portfolio ULY Stock Details ULY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$57K Hold
19,504
– – ﹤0.01% 4227
2025
Q3 		$63K Hold
19,504
– – ﹤0.01% 4270
2025
Q2 		$125K Hold
19,504
– – ﹤0.01% 4130
2025
Q1 		$91.1K Buy
19,504
+2,810
+17% +$16.2K ﹤0.01% 4152
2024
Q4 		$102K Sell
16,694
-21,693
-57% -$154K ﹤0.01% 4164
2024
Q3 		$313K Hold
38,387
– – ﹤0.01% 4069
2024
Q2 		$792K Buy
38,387
+7,172
+23% +$159K ﹤0.01% 3871
2024
Q1 		$704K Buy
31,215
+15,981
+105% +$455K ﹤0.01% 3920
2023
Q4 		$580K Buy
+15,234
New +$689K ﹤0.01% 3987

Other funds holding ULY

MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Vanguard Group's ULY Position: Q4 2025 in Review

Vanguard Group held its Urgent.ly (ULY) position steady in Q4 2025 at 19,504 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #4227.

Vanguard Group first reported a position in ULY in Q4 2023 and has held it in 9 quarters since. The position peaked at $792K in Q2 2024. 20 funds tracked by Wall St. Rank hold ULY as of Q4 2025.

  • Vanguard Group held 19,504 shares of Urgent.ly worth $57K as of Q4 2025.
  • Vanguard Group left its Urgent.ly share count unchanged in Q4 2025.
  • Urgent.ly made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #4227 holding.
  • Vanguard Group first reported a position in Urgent.ly in Q4 2023 and has held it in 9 quarters since.
  • Vanguard Group's Urgent.ly position peaked at $792K in Q2 2024.
  • 20 funds tracked by Wall St. Rank held Urgent.ly as of Q4 2025.

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