Vanguard Personalized Indexing Management
UNM icon

Vanguard Personalized Indexing Management’s Unum UNM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.97M Buy
66,746
+431
+0.6% +$35.7K 0.05% 317
2026
Q1 		$4.84M Sell
66,315
-2,933
-4% -$219K 0.05% 327
2025
Q4 		$5.37M Sell
69,248
-926
-1% -$70.8K 0.05% 291
2025
Q3 		$5.46M Sell
70,174
-3,450
-5% -$259K 0.06% 287
2025
Q2 		$5.95M Buy
73,624
+11,513
+19% +$909K 0.07% 250
2025
Q1 		$5.06M Buy
62,111
+3,112
+5% +$240K 0.07% 237
2024
Q4 		$4.31M Buy
58,999
+2,881
+5% +$199K 0.07% 263
2024
Q3 		$3.34M Buy
56,118
+6,131
+12% +$333K 0.05% 313
2024
Q2 		$2.55M Buy
49,987
+7,077
+16% +$366K 0.05% 344
2024
Q1 		$2.3M Sell
42,910
-3,985
-8% -$194K 0.05% 352
2023
Q4 		$2.12M Buy
46,895
+8,574
+22% +$391K 0.05% 328
2023
Q3 		$1.89M Buy
38,321
+930
+2% +$45.5K 0.06% 332
2023
Q2 		$1.78M Buy
37,391
+856
+2% +$37.3K 0.05% 344
2023
Q1 		$1.45M Buy
36,535
+6,131
+20% +$253K 0.05% 386
2022
Q4 		$1.25M Buy
30,404
+852
+3% +$35.7K 0.05% 420
2022
Q3 		$1.15M Sell
29,552
-209
-0.7% -$7.64K 0.05% 420
2022
Q2 		$1.01M Buy
29,761
+11,399
+62% +$386K 0.05% 459
2022
Q1 		$579K Buy
18,362
+4,836
+36% +$135K 0.03% 766
2021
Q4 		$332K Buy
13,526
+4,148
+44% +$106K 0.02% 839
2021
Q3 		$235K Buy
+9,378
New +$248K 0.02% 873

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 UNM Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Unum (UNM) stake by 0.65% in Q2 2026, buying an estimated $35.7K and bringing the position to 66,746 shares worth $5.97M. The position accounts for 0.05% of the portfolio, ranked #317.

Vanguard Personalized Indexing Management first reported a position in UNM in Q3 2021 and has held it in 20 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 66,746 shares of Unum worth $5.97M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 431 Unum shares in Q2 2026, an estimated $35.7K.
  • Unum made up 0.05% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #317 holding.
  • Vanguard Personalized Indexing Management first reported a position in Unum in Q3 2021 and has held it in 20 quarters since.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

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