Vanguard Personalized Indexing Management
UDR icon

Vanguard Personalized Indexing Management’s UDR UDR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio UDR Stock Details UDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Sell
32,779
-5,198
-14% -$192K 0.01% 837
2026
Q1 		$1.28M Sell
37,977
-3,770
-9% -$138K 0.01% 810
2025
Q4 		$1.53M Buy
41,747
+2,915
+8% +$104K 0.01% 704
2025
Q3 		$1.45M Buy
38,832
+2,397
+7% +$93.5K 0.01% 729
2025
Q2 		$1.49M Buy
36,435
+3,521
+11% +$146K 0.02% 681
2025
Q1 		$1.49M Sell
32,914
-605
-2% -$25.9K 0.02% 597
2024
Q4 		$1.46M Buy
33,519
+3,832
+13% +$169K 0.02% 598
2024
Q3 		$1.35M Buy
29,687
+1,990
+7% +$85.3K 0.02% 627
2024
Q2 		$1.14M Buy
27,697
+5,584
+25% +$215K 0.02% 615
2024
Q1 		$827K Buy
22,113
+6,029
+37% +$222K 0.02% 755
2023
Q4 		$616K Buy
16,084
+1,767
+12% +$61.5K 0.02% 890
2023
Q3 		$511K Sell
14,317
-1,047
-7% -$41.7K 0.02% 866
2023
Q2 		$660K Buy
15,364
+772
+5% +$31.8K 0.02% 769
2023
Q1 		$599K Buy
14,592
+2,713
+23% +$112K 0.02% 780
2022
Q4 		$460K Sell
11,879
-9,153
-44% -$362K 0.02% 832
2022
Q3 		$877K Sell
21,032
-951
-4% -$43.6K 0.04% 534
2022
Q2 		$1.01M Sell
21,983
-5,191
-19% -$262K 0.05% 458
2022
Q1 		$1.56M Buy
27,174
+10,357
+62% +$588K 0.08% 262
2021
Q4 		$1.01M Buy
16,817
+3,360
+25% +$189K 0.06% 384
2021
Q3 		$713K Sell
13,457
-1,646
-11% -$87.9K 0.06% 339
2021
Q2 		$740K Buy
+15,103
New +$710K 0.08% 322

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its UDR (UDR) stake by 14% in Q2 2026, selling an estimated $192K and leaving 32,779 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #837.

Vanguard Personalized Indexing Management first reported a position in UDR in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.56M in Q1 2022. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Vanguard Personalized Indexing Management held 32,779 shares of UDR worth $1.31M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 5,198 UDR shares in Q2 2026, an estimated $192K.
  • UDR made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #837 holding.
  • Vanguard Personalized Indexing Management first reported a position in UDR in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's UDR position peaked at $1.56M in Q1 2022.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

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