VPIM
UI icon

Vanguard Personalized Indexing Management’s Ubiquiti UI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Sell
1,357
-20
-1% -$13.6K 0.01% 891
2025
Q4 		$762K Sell
1,377
-119
-8% -$75.3K 0.01% 1045
2025
Q3 		$989K Buy
1,496
+179
+14% +$89.4K 0.01% 912
2025
Q2 		$543K Buy
1,317
+555
+73% +$202K 0.01% 1165
2025
Q1 		$236K Buy
+762
New +$269K ﹤0.01% 1449
2022
Q4 		– Sell
-709
Closed -$208K – 1344
2022
Q3 		$208K Buy
+709
New +$209K 0.01% 1100
2022
Q1 		– Sell
-702
Closed -$215K – 1236
2021
Q4 		$215K Buy
+702
New +$214K 0.01% 973

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return