Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Lufax Holding LU Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio LU Stock Details LU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2K Buy
+11,481
New +$19.5K ﹤0.01% 2216
2026
Q1 		– Sell
-13,189
Closed -$33.8K – 2212
2025
Q4 		$33.8K Buy
13,189
+2,703
+26% +$7.99K ﹤0.01% 1914
2025
Q3 		$42.6K Buy
10,486
+470
+5% +$1.4K ﹤0.01% 1919
2025
Q2 		$27.9K Buy
+10,016
New +$28.3K ﹤0.01% 1885
2023
Q4 		– Sell
-17,683
Closed -$75K – 1609
2023
Q3 		$75K Buy
17,683
+10,362
+142% +$57.4K ﹤0.01% 1387
2023
Q2 		$41.9K Sell
7,321
-10,287
-58% -$68K ﹤0.01% 1433
2023
Q1 		$144K Buy
17,608
+3,674
+26% +$35.2K 0.01% 1368
2022
Q4 		$108K Buy
13,934
+3,096
+29% +$23.6K ﹤0.01% 1218
2022
Q3 		$110K Buy
10,838
+1,404
+15% +$24K 0.01% 1166
2022
Q2 		$226K Buy
9,434
+3,784
+67% +$87.9K 0.01% 1095
2022
Q1 		$126K Buy
5,650
+1,895
+50% +$41.7K 0.01% 1153
2021
Q4 		$85K Buy
+3,755
New +$98.4K 0.01% 1033

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Personalized Indexing Management opened a new position in Lufax Holding (LU) in Q2 2026: 11,481 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #2216 among its holdings. This is a return to the name: Vanguard Personalized Indexing Management previously reported a position in LU as recently as Q4 2025.

Vanguard Personalized Indexing Management first reported a position in LU in Q4 2021 and has held it in 12 quarters since. The position peaked at $226K in Q2 2022. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Vanguard Personalized Indexing Management held 11,481 shares of Lufax Holding worth $15.2K as of Q2 2026.
  • Lufax Holding was a new Vanguard Personalized Indexing Management position in Q2 2026.
  • Lufax Holding made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #2216 holding.
  • Vanguard Personalized Indexing Management first reported a position in Lufax Holding in Q4 2021 and has held it in 12 quarters since.
  • Vanguard Personalized Indexing Management's Lufax Holding position peaked at $226K in Q2 2022.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

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