Vanguard Personalized Indexing Management
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
Q2 		$552K Sell
1,033
-324
-24% -$244K ﹤0.01% 1330
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 $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Ubiquiti (UI) stake by 24% in Q2 2026, selling an estimated $244K and leaving 1,033 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Vanguard Personalized Indexing Management first reported a position in UI in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.07M in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 1,033 shares of Ubiquiti worth $552K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 324 Ubiquiti shares in Q2 2026, an estimated $244K.
  • Ubiquiti made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1330 holding.
  • Vanguard Personalized Indexing Management first reported a position in Ubiquiti in Q4 2021 and has held it in 8 quarters since.
  • Vanguard Personalized Indexing Management's Ubiquiti position peaked at $1.07M in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

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