Vanguard Personalized Indexing Management
AUB icon

Vanguard Personalized Indexing Management’s Atlantic Union Bankshares AUB Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Sell
26,905
-4,159
-13% -$159K 0.01% 922
2026
Q1 		$1.11M Buy
31,064
+15,215
+96% +$573K 0.01% 877
2025
Q4 		$559K Sell
15,849
-1,304
-8% -$44.8K 0.01% 1197
2025
Q3 		$605K Buy
17,153
+1,485
+9% +$50.5K 0.01% 1158
2025
Q2 		$490K Buy
+15,668
New +$452K 0.01% 1202

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Vanguard Personalized Indexing Management's AUB Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Atlantic Union Bankshares (AUB) stake by 13% in Q2 2026, selling an estimated $159K and leaving 26,905 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #922.

Vanguard Personalized Indexing Management first reported a position in AUB in Q2 2025 and has held it in 5 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Vanguard Personalized Indexing Management held 26,905 shares of Atlantic Union Bankshares worth $1.14M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 4,159 Atlantic Union Bankshares shares in Q2 2026, an estimated $159K.
  • Atlantic Union Bankshares made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #922 holding.
  • Vanguard Personalized Indexing Management first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.