VPIM
UNIT

Vanguard Personalized Indexing Management’s Uniti Group UNIT Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio UNIT Stock Details UNIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,878
Closed -$66.6K – 2070
2025
Q3 		$66.6K Sell
10,878
-14,125
-56% -$84.5K ﹤0.01% 1876
2025
Q2 		$108K Sell
25,003
-421
-2% -$1.89K ﹤0.01% 1724
2025
Q1 		$128K Sell
25,424
-2,054
-7% -$11.1K ﹤0.01% 1582
2024
Q4 		$151K Buy
27,478
+2,377
+9% +$13.5K ﹤0.01% 1564
2024
Q3 		$142K Buy
25,101
+5,227
+26% +$22.3K ﹤0.01% 1572
2024
Q2 		$58K Sell
19,874
-2,338
-11% -$9.79K ﹤0.01% 1579
2024
Q1 		$131K Buy
22,212
+1,585
+8% +$9.06K ﹤0.01% 1499
2023
Q4 		$119K Sell
20,627
-1,222
-6% -$6.2K ﹤0.01% 1462
2023
Q3 		$103K Buy
21,849
+1,496
+7% +$7.67K ﹤0.01% 1370
2023
Q2 		$94K Buy
20,353
+6,417
+46% +$24.1K ﹤0.01% 1395
2023
Q1 		$49.5K Buy
+13,936
New +$73.9K ﹤0.01% 1424

Other funds holding UNIT

EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AMH
Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $556M AUM 33.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return