Vanguard Personalized Indexing Management
MUFG icon

Vanguard Personalized Indexing Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3M Buy
518,540
+48,775
+10% +$919K 0.08% 184
2026
Q1 		$7.97M Sell
469,765
-36,389
-7% -$648K 0.08% 220
2025
Q4 		$8.03M Sell
506,154
-2,889
-0.6% -$44.7K 0.08% 208
2025
Q3 		$8.11M Buy
509,043
+25,423
+5% +$376K 0.08% 202
2025
Q2 		$6.64M Buy
483,620
+28,711
+6% +$371K 0.07% 225
2025
Q1 		$6.2M Buy
454,909
+62,898
+16% +$810K 0.09% 192
2024
Q4 		$4.59M Buy
392,011
+47,192
+14% +$531K 0.07% 235
2024
Q3 		$3.51M Buy
344,819
+30,806
+10% +$325K 0.06% 300
2024
Q2 		$3.36M Buy
314,013
+16,634
+6% +$169K 0.06% 270
2024
Q1 		$3.04M Buy
297,379
+55,470
+23% +$537K 0.07% 271
2023
Q4 		$2.08M Sell
241,909
-3,880
-2% -$32.7K 0.05% 334
2023
Q3 		$2.09M Buy
245,789
+27,480
+13% +$219K 0.06% 305
2023
Q2 		$1.61M Buy
218,309
+25,567
+13% +$170K 0.05% 371
2023
Q1 		$1.23M Buy
192,742
+7,077
+4% +$49.5K 0.04% 436
2022
Q4 		$1.24M Buy
185,665
+10,840
+6% +$56.1K 0.05% 425
2022
Q3 		$787K Sell
174,825
-76,202
-30% -$397K 0.04% 580
2022
Q2 		$1.34M Buy
251,027
+20,476
+9% +$118K 0.06% 327
2022
Q1 		$1.43M Buy
230,551
+45,866
+25% +$285K 0.07% 284
2021
Q4 		$1.01M Buy
184,685
+13,266
+8% +$74.7K 0.06% 385
2021
Q3 		$1.02M Buy
171,419
+18,131
+12% +$101K 0.09% 223
2021
Q2 		$831K Sell
153,288
-1,703
-1% -$9.47K 0.09% 267
2021
Q1 		$834K Sell
154,991
-12,899
-8% -$66.5K 0.13% 176
2020
Q4 		$744K Buy
167,890
+72,745
+76% +$309K 0.16% 138
2020
Q3 		$382K Buy
95,145
+27,326
+40% +$110K 0.11% 226
2020
Q2 		$267K Sell
67,819
-9
-0% -$36 0.12% 216
2020
Q1 		$248K Buy
+67,828
New +$323K 0.14% 184

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Mitsubishi UFJ Financial (MUFG) stake by 10% in Q2 2026, buying an estimated $919K and bringing the position to 518,540 shares worth $10.3M. The position accounts for 0.08% of the portfolio, ranked #184.

Vanguard Personalized Indexing Management first reported a position in MUFG in Q1 2020 and has held it in 26 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Vanguard Personalized Indexing Management held 518,540 shares of Mitsubishi UFJ Financial worth $10.3M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 48,775 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $919K.
  • Mitsubishi UFJ Financial made up 0.08% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #184 holding.
  • Vanguard Personalized Indexing Management first reported a position in Mitsubishi UFJ Financial in Q1 2020 and has held it in 26 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

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