Vanguard Personalized Indexing Management’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Vanguard Personalized Indexing Management reduced its Unity (U) stake by 15% in Q1 2026, selling an estimated $169K and leaving 34,952 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #1065.

Vanguard Personalized Indexing Management first reported a position in U in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.81M in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Vanguard Personalized Indexing Management held 34,952 shares of Unity worth $767K as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 6,077 Unity shares in Q1 2026, an estimated $169K.
  • Unity made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1065 holding.
  • Vanguard Personalized Indexing Management first reported a position in Unity in Q2 2021 and has held it in 20 quarters since.
  • Vanguard Personalized Indexing Management's Unity position peaked at $1.81M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

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