VPIM
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Vanguard Personalized Indexing Management’s Sun Communities SUI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$850K Sell
6,749
-221
-3% -$28.6K 0.01% 1010
2025
Q4 		$864K Sell
6,970
-1,500
-18% -$188K 0.01% 991
2025
Q3 		$1.09M Buy
8,470
+674
+9% +$85.2K 0.01% 856
2025
Q2 		$987K Sell
7,796
-996
-11% -$124K 0.01% 881
2025
Q1 		$1.13M Buy
8,792
+345
+4% +$44.1K 0.02% 720
2024
Q4 		$1.04M Buy
8,447
+655
+8% +$83.8K 0.02% 759
2024
Q3 		$1.05M Buy
7,792
+758
+11% +$99.7K 0.02% 742
2024
Q2 		$846K Buy
7,034
+115
+2% +$13.7K 0.02% 758
2024
Q1 		$890K Buy
6,919
+169
+3% +$21.9K 0.02% 722
2023
Q4 		$902K Buy
6,750
+748
+12% +$90.1K 0.02% 711
2023
Q3 		$710K Buy
6,002
+112
+2% +$14.2K 0.02% 731
2023
Q2 		$768K Buy
5,890
+14
+0.2% +$1.87K 0.02% 698
2023
Q1 		$828K Sell
5,876
-2,354
-29% -$344K 0.03% 626
2022
Q4 		$1.18M Sell
8,230
-1,392
-14% -$190K 0.05% 447
2022
Q3 		$1.3M Sell
9,622
-299
-3% -$47.3K 0.06% 360
2022
Q2 		$1.58M Buy
9,921
+3,146
+46% +$528K 0.07% 267
2022
Q1 		$1.19M Buy
6,775
+943
+16% +$175K 0.06% 359
2021
Q4 		$1.23M Buy
5,832
+1,157
+25% +$228K 0.07% 303
2021
Q3 		$865K Buy
4,675
+399
+9% +$77K 0.08% 268
2021
Q2 		$733K Buy
+4,276
New +$709K 0.08% 325

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Personalized Indexing Management's SUI Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its Sun Communities (SUI) stake by 3.2% in Q1 2026, selling an estimated $28.6K and leaving 6,749 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #1010.

Vanguard Personalized Indexing Management first reported a position in SUI in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.58M in Q2 2022. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Vanguard Personalized Indexing Management held 6,749 shares of Sun Communities worth $850K as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 221 Sun Communities shares in Q1 2026, an estimated $28.6K.
  • Sun Communities made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1010 holding.
  • Vanguard Personalized Indexing Management first reported a position in Sun Communities in Q2 2021 and has held it in 20 quarters since.
  • Vanguard Personalized Indexing Management's Sun Communities position peaked at $1.58M in Q2 2022.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.