Vanguard Personalized Indexing Management’s United Community Banks UCB Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio UCB Stock Details UCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$495K	Buy	15,717 +8,763	+126%	+$289K	﹤0.01%	1317
2025 Q4	$217K	Sell	6,954 -968	-12%	-$29.9K	﹤0.01%	1693
2025 Q3	$248K	Buy	+7,922	New	+$251K	﹤0.01%	1586
2025 Q1	–	Sell	-6,401	Closed	-$207K	–	1919
2024 Q4	$207K	Buy	+6,401	New	+$199K	﹤0.01%	1509
2023 Q2	–	Sell	-7,729	Closed	-$217K	–	1539
2023 Q1	$217K	Buy	+7,729	New	+$244K	0.01%	1287

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its United Community Banks (UCB) stake by 126% in Q1 2026, buying an estimated $289K and bringing the position to 15,717 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Vanguard Personalized Indexing Management first reported a position in UCB in Q1 2023 and has held it in 5 quarters since. 353 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

Vanguard Personalized Indexing Management held 15,717 shares of United Community Banks worth $495K as of Q1 2026.
Vanguard Personalized Indexing Management bought 8,763 United Community Banks shares in Q1 2026, an estimated $289K.
United Community Banks made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1317 holding.
Vanguard Personalized Indexing Management first reported a position in United Community Banks in Q1 2023 and has held it in 5 quarters since.
353 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

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