Vanguard Personalized Indexing Management
UFPI icon

Vanguard Personalized Indexing Management’s UFP Industries UFPI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$475K Sell
5,235
-1,479
-22% -$129K ﹤0.01% 1431
2026
Q1 		$618K Sell
6,714
-554
-8% -$56K 0.01% 1187
2025
Q4 		$662K Buy
7,268
+738
+11% +$67.6K 0.01% 1103
2025
Q3 		$611K Sell
6,530
-62
-0.9% -$6.26K 0.01% 1151
2025
Q2 		$655K Sell
6,592
-1,567
-19% -$158K 0.01% 1072
2025
Q1 		$873K Buy
8,159
+506
+7% +$56.5K 0.01% 860
2024
Q4 		$862K Buy
7,653
+897
+13% +$116K 0.01% 842
2024
Q3 		$886K Sell
6,756
-429
-6% -$51.8K 0.01% 824
2024
Q2 		$805K Buy
7,185
+167
+2% +$19.4K 0.02% 776
2024
Q1 		$863K Sell
7,018
-2,129
-23% -$247K 0.02% 732
2023
Q4 		$1.15M Sell
9,147
-896
-9% -$96.7K 0.03% 569
2023
Q3 		$1.03M Buy
10,043
+511
+5% +$51.6K 0.03% 545
2023
Q2 		$925K Buy
9,532
+1,179
+14% +$98.4K 0.03% 603
2023
Q1 		$664K Buy
+8,353
New +$715K 0.02% 734

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its UFP Industries (UFPI) stake by 22% in Q2 2026, selling an estimated $129K and leaving 5,235 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Vanguard Personalized Indexing Management first reported a position in UFPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.15M in Q4 2023. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 5,235 shares of UFP Industries worth $475K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,479 UFP Industries shares in Q2 2026, an estimated $129K.
  • UFP Industries made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1431 holding.
  • Vanguard Personalized Indexing Management first reported a position in UFP Industries in Q1 2023 and has held it in 14 quarters since.
  • Vanguard Personalized Indexing Management's UFP Industries position peaked at $1.15M in Q4 2023.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

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