Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s United Bankshares UBSI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Sell
30,525
-1,770
-5% -$77.4K 0.01% 811
2026
Q1 		$1.34M Buy
32,295
+10,891
+51% +$453K 0.01% 783
2025
Q4 		$822K Buy
21,404
+609
+3% +$22.7K 0.01% 1018
2025
Q3 		$774K Buy
20,795
+1,338
+7% +$49.9K 0.01% 1037
2025
Q2 		$709K Buy
19,457
+3,029
+18% +$106K 0.01% 1040
2025
Q1 		$570K Sell
16,428
-645
-4% -$23.6K 0.01% 1051
2024
Q4 		$641K Buy
17,073
+3,702
+28% +$146K 0.01% 990
2024
Q3 		$496K Buy
13,371
+1,004
+8% +$36.6K 0.01% 1096
2024
Q2 		$401K Buy
12,367
+479
+4% +$15.8K 0.01% 1135
2024
Q1 		$425K Sell
11,888
-1,843
-13% -$65.2K 0.01% 1098
2023
Q4 		$516K Buy
+13,731
New +$436K 0.01% 987
2023
Q2 		– Sell
-13,863
Closed -$488K – 1531
2023
Q1 		$488K Buy
+13,863
New +$544K 0.02% 890

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its United Bankshares (UBSI) stake by 5.5% in Q2 2026, selling an estimated $77.4K and leaving 30,525 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #811.

Vanguard Personalized Indexing Management first reported a position in UBSI in Q1 2023 and has held it in 12 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 30,525 shares of United Bankshares worth $1.4M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,770 United Bankshares shares in Q2 2026, an estimated $77.4K.
  • United Bankshares made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #811 holding.
  • Vanguard Personalized Indexing Management first reported a position in United Bankshares in Q1 2023 and has held it in 12 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

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