Vanguard Personalized Indexing Management
UL icon

Vanguard Personalized Indexing Management’s Unilever UL Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.75M Buy
79,011
+6,352
+9% +$367K 0.04% 373
2026
Q1 		$4.14M Sell
72,659
-10,618
-13% -$712K 0.04% 363
2025
Q4 		$5.45M Sell
83,277
-3,707
-4% -$249K 0.05% 286
2025
Q3 		$5.8M Buy
86,984
+1,146
+1% +$79.1K 0.06% 275
2025
Q2 		$5.91M Buy
85,838
+15,704
+22% +$1.1M 0.07% 252
2025
Q1 		$4.7M Buy
70,134
+5,887
+9% +$380K 0.07% 255
2024
Q4 		$4.1M Buy
64,247
+917
+1% +$61.9K 0.06% 278
2024
Q3 		$4.63M Buy
63,330
+7,236
+13% +$500K 0.07% 235
2024
Q2 		$3.45M Buy
56,094
+9,344
+20% +$552K 0.07% 263
2024
Q1 		$2.64M Buy
46,750
+7,899
+20% +$438K 0.06% 311
2023
Q4 		$2.12M Sell
38,851
-3,431
-8% -$185K 0.05% 329
2023
Q3 		$2.35M Buy
42,282
+1,052
+3% +$60.8K 0.07% 274
2023
Q2 		$2.42M Buy
41,230
+5,814
+16% +$345K 0.07% 260
2023
Q1 		$2.07M Buy
35,416
+1,688
+5% +$95.9K 0.07% 279
2022
Q4 		$1.91M Buy
33,728
+3,939
+13% +$211K 0.08% 270
2022
Q3 		$1.47M Buy
29,789
+1,593
+6% +$83.2K 0.07% 311
2022
Q2 		$1.45M Buy
28,196
+3,047
+12% +$155K 0.07% 293
2022
Q1 		$1.29M Buy
25,149
+8,280
+49% +$461K 0.06% 324
2021
Q4 		$1.02M Buy
16,869
+1,544
+10% +$91.7K 0.06% 377
2021
Q3 		$935K Sell
15,325
-21
-0.1% -$1.34K 0.08% 244
2021
Q2 		$1.01M Sell
15,346
-4,908
-24% -$326K 0.11% 199
2021
Q1 		$1.27M Sell
20,254
-2,273
-10% -$145K 0.19% 109
2020
Q4 		$1.53M Buy
22,527
+12,036
+115% +$817K 0.33% 64
2020
Q3 		$728K Buy
10,491
+3,391
+48% +$226K 0.2% 113
2020
Q2 		$438K Buy
7,100
+2,931
+70% +$175K 0.2% 124
2020
Q1 		$237K Buy
+4,169
New +$262K 0.14% 194

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Unilever (UL) stake by 8.7% in Q2 2026, buying an estimated $367K and bringing the position to 79,011 shares worth $4.75M. The position accounts for 0.04% of the portfolio, ranked #373.

Vanguard Personalized Indexing Management first reported a position in UL in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.91M in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Vanguard Personalized Indexing Management held 79,011 shares of Unilever worth $4.75M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 6,352 Unilever shares in Q2 2026, an estimated $367K.
  • Unilever made up 0.04% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #373 holding.
  • Vanguard Personalized Indexing Management first reported a position in Unilever in Q1 2020 and has held it in 26 quarters since.
  • Vanguard Personalized Indexing Management's Unilever position peaked at $5.91M in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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