Vanguard Personalized Indexing Management
UGI icon

Vanguard Personalized Indexing Management’s UGI UGI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.83M Sell
52,926
-7,972
-13% -$282K 0.02% 692
2026
Q1 		$2.22M Sell
60,898
-5,183
-8% -$195K 0.02% 562
2025
Q4 		$2.47M Buy
66,081
+13,060
+25% +$463K 0.02% 528
2025
Q3 		$1.76M Sell
53,021
-1,470
-3% -$51.4K 0.02% 636
2025
Q2 		$1.98M Buy
54,491
+5,194
+11% +$179K 0.02% 574
2025
Q1 		$1.63M Buy
49,297
+4,199
+9% +$133K 0.02% 568
2024
Q4 		$1.27M Buy
45,098
+2,540
+6% +$65.9K 0.02% 665
2024
Q3 		$1.06M Buy
42,558
+6,069
+17% +$146K 0.02% 738
2024
Q2 		$835K Sell
36,489
-2,111
-5% -$51.1K 0.02% 765
2024
Q1 		$947K Buy
38,600
+13,220
+52% +$317K 0.02% 689
2023
Q4 		$624K Sell
25,380
-16,717
-40% -$369K 0.02% 884
2023
Q3 		$968K Buy
42,097
+17,722
+73% +$440K 0.03% 569
2023
Q2 		$657K Buy
24,375
+11,500
+89% +$349K 0.02% 771
2023
Q1 		$448K Buy
12,875
+2,525
+24% +$95.7K 0.02% 929
2022
Q4 		$384K Sell
10,350
-6,426
-38% -$232K 0.02% 886
2022
Q3 		$542K Sell
16,776
-1,402
-8% -$55.3K 0.02% 758
2022
Q2 		$702K Buy
18,178
+2,075
+13% +$80.4K 0.03% 642
2022
Q1 		$583K Buy
16,103
+7,357
+84% +$294K 0.03% 760
2021
Q4 		$402K Buy
8,746
+2,217
+34% +$98.6K 0.02% 777
2021
Q3 		$278K Sell
6,529
-480
-7% -$21.9K 0.03% 790
2021
Q2 		$325K Buy
+7,009
New +$315K 0.03% 696

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 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 UGI Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its UGI (UGI) stake by 13% in Q2 2026, selling an estimated $282K and leaving 52,926 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #692.

Vanguard Personalized Indexing Management first reported a position in UGI in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.47M in Q4 2025. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 52,926 shares of UGI worth $1.83M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 7,972 UGI shares in Q2 2026, an estimated $282K.
  • UGI made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #692 holding.
  • Vanguard Personalized Indexing Management first reported a position in UGI in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's UGI position peaked at $2.47M in Q4 2025.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

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