Vanguard Personalized Indexing Management
NU icon

Vanguard Personalized Indexing Management’s Nu Holdings NU Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Buy
86,630
+9,108
+12% +$123K 0.01% 914
2026
Q1 		$1.11M Sell
77,522
-5,607
-7% -$90.9K 0.01% 874
2025
Q4 		$1.39M Buy
83,129
+6,246
+8% +$100K 0.01% 754
2025
Q3 		$1.23M Buy
76,883
+12,831
+20% +$179K 0.01% 801
2025
Q2 		$879K Buy
64,052
+29,824
+87% +$357K 0.01% 923
2025
Q1 		$350K Sell
34,228
-77
-0.2% -$910 0.01% 1273
2024
Q4 		$355K Sell
34,305
-7,794
-19% -$104K 0.01% 1270
2024
Q3 		$575K Buy
42,099
+7,618
+22% +$102K 0.01% 1032
2024
Q2 		$444K Buy
34,481
+4,956
+17% +$57.7K 0.01% 1087
2024
Q1 		$352K Buy
29,525
+2,766
+10% +$28.2K 0.01% 1200
2023
Q4 		$223K Buy
26,759
+944
+4% +$7.63K 0.01% 1364
2023
Q3 		$187K Buy
25,815
+2,528
+11% +$18.9K 0.01% 1316
2023
Q2 		$184K Buy
23,287
+1,358
+6% +$8.34K 0.01% 1341
2023
Q1 		$104K Buy
21,929
+1,406
+7% +$6.26K ﹤0.01% 1397
2022
Q4 		$83.5K Sell
20,523
-6,574
-24% -$28.6K ﹤0.01% 1232
2022
Q3 		$119K Buy
27,097
+10,488
+63% +$48.1K 0.01% 1163
2022
Q2 		$62K Buy
+16,609
New +$84.3K ﹤0.01% 1214

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Vanguard Personalized Indexing Management increased its Nu Holdings (NU) stake by 12% in Q2 2026, buying an estimated $123K and bringing the position to 86,630 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #914.

Vanguard Personalized Indexing Management first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.39M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Vanguard Personalized Indexing Management held 86,630 shares of Nu Holdings worth $1.16M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 9,108 Nu Holdings shares in Q2 2026, an estimated $123K.
  • Nu Holdings made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #914 holding.
  • Vanguard Personalized Indexing Management first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
  • Vanguard Personalized Indexing Management's Nu Holdings position peaked at $1.39M in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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