Vanguard Personalized Indexing Management
U icon

Vanguard Personalized Indexing Management’s Unity U Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Buy
39,782
+4,830
+14% +$128K 0.01% 924
2026
Q1 		$767K Sell
34,952
-6,077
-15% -$169K 0.01% 1065
2025
Q4 		$1.81M Buy
41,029
+2,718
+7% +$111K 0.02% 646
2025
Q3 		$1.53M Buy
38,311
+3,753
+11% +$139K 0.02% 700
2025
Q2 		$836K Buy
34,558
+2,962
+9% +$65.2K 0.01% 950
2025
Q1 		$619K Buy
31,596
+4,164
+15% +$94K 0.01% 1015
2024
Q4 		$616K Sell
27,432
-1,886
-6% -$41.9K 0.01% 1006
2024
Q3 		$663K Buy
29,318
+13,037
+80% +$225K 0.01% 962
2024
Q2 		$263K Buy
16,281
+1,638
+11% +$35K 0.01% 1327
2024
Q1 		$391K Sell
14,643
-823
-5% -$25.9K 0.01% 1142
2023
Q4 		$632K Sell
15,466
-3,778
-20% -$116K 0.02% 875
2023
Q3 		$604K Buy
19,244
+983
+5% +$37.9K 0.02% 799
2023
Q2 		$793K Sell
18,261
-1,504
-8% -$48.2K 0.02% 676
2023
Q1 		$641K Sell
19,765
-14,054
-42% -$452K 0.02% 750
2022
Q4 		$967K Buy
33,819
+22,138
+190% +$694K 0.04% 520
2022
Q3 		$372K Buy
11,681
+666
+6% +$27.4K 0.02% 889
2022
Q2 		$406K Buy
11,015
+5,078
+86% +$288K 0.02% 887
2022
Q1 		$589K Buy
5,937
+918
+18% +$95.1K 0.03% 752
2021
Q4 		$718K Buy
5,019
+1,974
+65% +$302K 0.04% 549
2021
Q3 		$384K Buy
3,045
+703
+30% +$83.2K 0.03% 651
2021
Q2 		$257K Buy
+2,342
New +$230K 0.03% 798

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Unity (U) stake by 14% in Q2 2026, buying an estimated $128K and bringing the position to 39,782 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #924.

Vanguard Personalized Indexing Management first reported a position in U in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.81M in Q4 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Vanguard Personalized Indexing Management held 39,782 shares of Unity worth $1.14M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 4,830 Unity shares in Q2 2026, an estimated $128K.
  • Unity made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #924 holding.
  • Vanguard Personalized Indexing Management first reported a position in Unity in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's Unity position peaked at $1.81M in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

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