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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its United Bankshares (UBSI) stake by 51% in Q1 2026, buying an estimated $453K and bringing the position to 32,295 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #783.

Vanguard Personalized Indexing Management first reported a position in UBSI in Q1 2023 and has held it in 11 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Vanguard Personalized Indexing Management held 32,295 shares of United Bankshares worth $1.34M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 10,891 United Bankshares shares in Q1 2026, an estimated $453K.
  • United Bankshares made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #783 holding.
  • Vanguard Personalized Indexing Management first reported a position in United Bankshares in Q1 2023 and has held it in 11 quarters since.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

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