Vanguard Personalized Indexing Management
ITUB icon

Vanguard Personalized Indexing Management’s Itaú Unibanco ITUB Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio ITUB Stock Details ITUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$769K Sell
94,089
-5,865
-6% -$48.6K 0.01% 1137
2026
Q1 		$838K Buy
99,954
+15,657
+19% +$131K 0.01% 1015
2025
Q4 		$604K Buy
84,297
+12,182
+17% +$86.6K 0.01% 1156
2025
Q3 		$515K Buy
72,115
+6,608
+10% +$43.7K 0.01% 1229
2025
Q2 		$432K Buy
65,507
+2,861
+5% +$17.4K ﹤0.01% 1270
2025
Q1 		$335K Buy
62,646
+2,467
+4% +$12.4K ﹤0.01% 1298
2024
Q4 		$263K Sell
60,179
-11,938
-17% -$61.4K ﹤0.01% 1396
2024
Q3 		$423K Buy
72,117
+3,314
+5% +$18.7K 0.01% 1183
2024
Q2 		$355K Sell
68,803
-6,534
-9% -$35.8K 0.01% 1196
2024
Q1 		$461K Buy
75,337
+24,528
+48% +$148K 0.01% 1067
2023
Q4 		$312K Buy
50,809
+9,290
+22% +$49.2K 0.01% 1207
2023
Q3 		$197K Buy
41,519
+4,814
+13% +$24K 0.01% 1309
2023
Q2 		$191K Buy
36,705
+5,169
+16% +$24.4K 0.01% 1338
2023
Q1 		$136K Buy
31,536
+2,822
+10% +$12K ﹤0.01% 1375
2022
Q4 		$119K Sell
28,714
-993
-3% -$4.51K ﹤0.01% 1211
2022
Q3 		$136K Buy
29,707
+4,716
+19% +$20.1K 0.01% 1151
2022
Q2 		$94K Buy
24,991
+2,031
+9% +$9.02K ﹤0.01% 1201
2022
Q1 		$116K Buy
22,960
+8,010
+54% +$33.7K 0.01% 1162
2021
Q4 		$49K Sell
14,950
-27,115
-64% -$97.6K ﹤0.01% 1045
2021
Q3 		$161K Buy
+42,065
New +$172K 0.01% 942
2021
Q2 		– Sell
-38,806
Closed -$140K – 950
2021
Q1 		$140K Sell
38,806
-2,264
-6% -$8.55K 0.02% 698
2020
Q4 		$182K Sell
41,070
-389
-0.9% -$1.46K 0.04% 517
2020
Q3 		$120K Buy
41,459
+6,557
+19% +$22.3K 0.03% 435
2020
Q2 		$119K Buy
34,902
+16,480
+89% +$53.4K 0.05% 319
2020
Q1 		$60K Buy
+18,422
New +$94.4K 0.04% 255

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Itaú Unibanco (ITUB) stake by 5.9% in Q2 2026, selling an estimated $48.6K and leaving 94,089 shares worth $769K. The position accounts for 0.01% of the portfolio, ranked #1137.

Vanguard Personalized Indexing Management first reported a position in ITUB in Q1 2020 and has held it in 25 quarters since. The position peaked at $838K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Vanguard Personalized Indexing Management held 94,089 shares of Itaú Unibanco worth $769K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 5,865 Itaú Unibanco shares in Q2 2026, an estimated $48.6K.
  • Itaú Unibanco made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1137 holding.
  • Vanguard Personalized Indexing Management first reported a position in Itaú Unibanco in Q1 2020 and has held it in 25 quarters since.
  • Vanguard Personalized Indexing Management's Itaú Unibanco position peaked at $838K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

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